How to Upload Files and
Set Up Reviews via
Filestage: A Step-by-
Step Guide for Teams
Introduction
Filestage is essential for efficiently reviewing and approving creative work, whether you're managing images, documents, videos, or web pages. This guide focuses on the basics of uploading files and setting up reviews, ensuring you’re equipped to streamline your workflow, provide clear feedback, and keep everything organized.
What You’ll Learn
In this guide, you’ll discover how to upload files, create clear review stages, invite reviewers, and manage revisions effectively. By following these steps, you’ll be able to set up and oversee reviews seamlessly, ensuring your projects stay on track and meet deadlines.
Step 1: Start a New Project or Select an Existing Project
Log in to Filestage using your team credentials or by accepting an invitation from your team lead. To get started, you can either create a new project by clicking the "New Project" button or select an existing project if the files belong to an ongoing one. Be sure to name the project based on the client or specific details of the task to keep files organized and easily identifiable.
Step 2: Uploading Files for Review
Within your project, click on “Upload File” to start adding the content you need reviewed. Filestage supports various file types, including documents, images, videos, and web pages, allowing you to upload multiple files as needed. For better organization, consider uploading files in stages, such as “First Review” or “Final Approval,” to streamline the review process and keep everything structured.
Step 3: Setting Review Stages and Deadlines
Assigning deadlines to each review stage ensures that reviewers know when their feedback is needed, helping to keep the project on track. Additionally, creating clear review stages, such as “Draft Review” or “Client Approval,” helps organize the workflow and provides a structured process for moving the project forward efficiently.
Step 4: Adding Reviewers and Sharing Files
Click "Add Reviewers" to invite team members, clients, or stakeholders to participate in the review process. You can enter their email addresses manually or select them from a pre-existing contact list for a seamless invitation process.
Step 5: Organizing File Versions for Consistent Feedback
If revisions are needed, click "New Version" next to the original file to upload the updated version. The revised file will be displayed in a side-by-side view with the original, making it easy to compare changes. To maintain clarity, label each version appropriately (e.g., “V1 – Initial Draft,” “V2 – Revisions”) so reviewers can easily identify the updates and track progress.
Step 6: Track Review Progress and Gather Feedback
Monitor the feedback summary to track comments, requests, and approvals as they come in.
Conclusion
By following these steps, team members will be able to set up files for review efficiently, ensure organized collaboration, and keep projects moving smoothly. Filestage makes it easy to upload, share, and track reviews all in one place, so everyone on the team is aligned and up-to-date.
A short loom video walkthrough has been included below to make the process even easier to understand.
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