Managing projects and files

Projects, review steps, file formats and more.

43 articles in this collection
Written by Peter Steidel, Mathias Martinez, and Delaney Thompson

Projects

Set up your project

Learn how to create a project, edit a project's name, and how to delete a project

Written by Peter Steidel
Updated over a week ago

Invite team members to collaborate on your project

Learn how to invite or remove team members from a project

Written by Peter Steidel
Updated over a week ago

Get access to all of your team's projects

See all projects created by your team members.

Written by Peter Steidel
Updated over a week ago

Sort your projects and files

Written by Peter Steidel
Updated over a week ago

Create automations for your projects

Learn how to use automations to improve your workflow

Written by Peter Steidel
Updated this week

Create and use project templates

Save time creating projects and inviting reviewers with templates

Written by Peter Steidel
Updated over a week ago

How to modify review steps

Learn how to delete and rename review steps within Filestage

Written by Delaney Thompson
Updated over a week ago

Use the search to quickly find the information you need

Easily search for projects, files, comments and knowledge base articles

Written by Peter Steidel
Updated over a week ago

Archive projects to keep them for documentation

By archiving a project you can clear up the clutter from your project dashboard!

Written by Peter Steidel
Updated over a week ago

Is it possible to collapse folders?

Written by Peter Steidel
Updated over a week ago

AI-powered Bots: Enhance your proofing workflow

Discover how Bots will auto-generate feedback to supercharge your review rounds

Written by Peter Steidel
Updated over a week ago

Files

Upload new files to projects

Learn how to import images, videos, PDFs and audio files to your Filestage account

Written by Peter Steidel
Updated over a week ago

Rename files

Learn how to update or edit the name of a file

Written by Peter Steidel
Updated over a week ago

See the upload date of files and versions

Written by Peter Steidel
Updated over a week ago

Manage different versions of a file

Learn how to upload and switch between different versions of a file

Written by Peter Steidel
Updated over a week ago

Supported file formats

Learn which video, image, document and audio formats Filestage supports

Written by Peter Steidel
Updated over a week ago

Compare versions of a file directly in the viewer

Cross-check changes, comments, and annotations of two file versions

Written by Mathias Martinez
Updated over a week ago

Let external users upload files to your team's projects

Who can upload files directly in my project?

Written by Peter Steidel
Updated over a week ago

Delete files

Learn how to remove a file permanently

Written by Peter Steidel
Updated over a week ago

Delete a version of a file

Learn how to remove a version of a file

Written by Peter Steidel
Updated over a week ago

Auto Compare Text

How to use Filestage to automatically point out text changes between two versions.

Written by Delaney Thompson
Updated over a week ago

Sharing and Downloading the Files

Written by Peter Steidel
Updated over a week ago

View specific layers in PDFs

Learn how to navigate between Layers in a PDF document

Written by Peter Steidel
Updated over a week ago

File formats

Work with image files

Tools to visualize your image files in Filestage

Written by Mathias Martinez
Updated over a week ago

Review live websites

Learn how to upload, comment, and annotate on live websites

Written by Peter Steidel
Updated over a week ago

Viewing older versions & navigating through different files

Written by Peter Steidel
Updated over a week ago

Reviewing your 3D content in Filestage

Learn how to import your 3D content into Filestage for review and approval

Written by Mathias Martinez
Updated over a week ago

How to import PowerPoint (.pptx) files with transitions

Use Filestage's live website feature to import PowerPoint files from OneDrive.

Written by Delaney Thompson
Updated over a week ago

Review and edit Microsoft Office 365 files directly in Filestage

Learn how to upload documents from Microsoft Office 365 to Filestage and edit them directly through Sharepoint.

Written by Peter Steidel
Updated over a week ago

Review e-Learning content in Filestage

Learn how to review and approve interactive content from Articulate 360 and other e-learning platforms within Filestage.

Written by Delaney Thompson
Updated over a week ago

Reviewing your emails in Filestage

Learn how to import your emails and newsletter into Filestage for review and approval

Written by Peter Steidel
Updated over a week ago

Reviewing your 360° virtual tours in Filestage

Learn how to import your 360° virtual tours into Filestage for review and approval

Written by Peter Steidel
Updated over a week ago

Reviewing your Shopify site in Filestage

Learn how to import your Shopify site into Filestage for review and approval

Written by Mathias Martinez
Updated over a week ago

Review Interactive HTML

Learn how to review websites, animations, HTML5 banners, e-learning content, and more

Written by Peter Steidel
Updated over a week ago

Reviewing your Canva designs in Filestage

Learn how to import your Canva designs into Filestage for review and approval

Written by Mathias Martinez
Updated over a week ago

Reviewing your Google documents in Filestage

Learn how to import your Google Docs, Google Slides, and Google Sheets into Filestage for review and approval

Written by Mathias Martinez
Updated over a week ago

Loop your videos

Learn how to run your videos in a loop to see the video transition.

Written by Peter Steidel
Updated over a week ago

Switch between sections, timecode, and frame units in your video reviews

Written by Peter Steidel
Updated over a week ago

Export feedback

Export review report to print it or save it locally

Learn how to export and print review reports

Written by Peter Steidel
Updated over a week ago

Export file reports to keep a record of your approval process

Download a PDF containing all your versions, comments, and review decisions for quick and easy auditing.

Written by Peter Steidel
Updated over a week ago

Folders

Organize your projects in folders

Managing and organizing your projects is easy - simply create a folder and add projects to it.

Written by Peter Steidel
Updated over a week ago

Can I invite a team member or a reviewer to view an entire folder?

Written by Peter Steidel
Updated over a week ago

Due Dates

Set-Up and Manage Due Dates

Learn how to set-up and manage deadlines in your Filestage account

Written by Peter Steidel
Updated over a week ago