Article overview:
✅ Invite team members or reviewers to access your projects
Managing and organizing your projects in Filestage is simple and efficient. By creating folders, you can easily group and categorize projects based on client or department.
Create a folder
Click the downward arrow next to the Create project button at the top left corner, then select Create folder.
Name your folder and confirm by clicking on Create folder.
Drag and drop the relevant projects into the folder.
OR
Click on Create Project button located on the top left corner.
Name your project.
Name the folder you’d like to nest the project in.
Save the project.
Rename a folder
Hover over the folder name.
Select the appearing pen icon.
Rename the folder.
Delete a folder
Hover over the folder name.
Select the X that appears.
Note that you need to delete all projects in the folder before being able to delete the folder.
Save your favorite projects
You now can bookmark your favorite projects to be able to find them quickly and access them right away!
To mark a project as your favorite, simply click on the star next to the project name in the dashboard view:
Now you can find your favorite projects right on the top of the project list, on the left border of the dashboard view!
Invite team members or reviewers to access your projects
Invite team members as project collaborators to a specific project. Once invited, they will be able to access the project and see which folders projects are nested in.
Invite reviewers to reviewer groups where you want them to have access to particular files. Once invited, they will be able to see all the files in the reviewer group.
Unfortunately, it is currently not possible to invite team members or reviewers to view an entire folder.
💡 What's next? Once see how to organize projects in folders, see how to manage your email notifications.
Let us know if you have any questions by reaching out to us on chat or emailing us at support@filestage.io We're always happy to help!