Filestage

Get started on your review process using Filestage and our Getting Started Guide!

Getting Started  

Learn how to create workflows, organize your files, and manage your review process from your project dashboard.

Chapter 1: Setting up projects

Learn about the different roles for team members and reviewers so you can collaborate with confidence.

Chapter 2: Assigning roles and permissions

Learn how to upload new versions, compare them side by side, and export review reports for auditing.

Chapter 3: Managing versions

Learn best practices for managing the review and approval process in an agency or marketing team.

Chapter 4: Bringing it all together

Get the most out of Filestage with our step-by-step guides.

Getting started for collaborators

Begin improving the turn-around time of your projects by getting feedback faster and more efficiently.

Getting Started with Filestage

Learn how to enable or disable the new project dashboard and its main features.

Introducing your project dashboard

The ideal creative workflow for agencies

Follow these 10-easy steps to get started with Filestage

Getting Started Checklist

Onboarding essentials

Learn how to personalize and share the One-Page Guide for Reviewers to make understanding Filestage even easier

One Page Guide for Your Reviewers

Learn how to give external partners or clients access to the project overview with a Reviewer Dashboard.

Sign up as a reviewer to view all your projects at a glance

This article will help you gain an overview of how you can visualize a file and how you can leave your feedback on it.

Viewing the file and leaving feedback

Submit your review decision

Viewing older versions & navigating through different files

Receive reminders as due dates are approaching to make sure you’re always on top of your projects.

Stay on top of your due dates as a reviewer

Always keep track of files that still need your feedback and approval.

How can I see which files still need my review?

Reviewing Files

Use this guideline to clearly structure your folders and projects according to your team's needs

Structure your account with best practices

The different ways that Filestage can positively impact your review workflow

Understand the benefits of Filestage for your team

Which shortcuts are available?

Tips & Tricks

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