Project Setup and Organization

Learn how to set up and organize your projects, manage reviewer groups, add due dates, use project templates, and more.

Manage your reviewer groups

Organize your projects in folders

Set-Up and Manage Due Dates

Invite team members to collaborate on your project

How to create and manage projects in Filestage

Archive projects to keep them for documentation

Sort your projects and files

Use the search to quickly find the information you need

Manage review links for files and versions

How to use automations

Set up your project templates

Use intake forms to streamline your work requests

Centralize your review workflows with Tasks