Internal Review
Through
Filestage: A
Step-
by-Step Guide
for
Team Members
Introduction:
Filestage is a vital tool for efficiently conducting internal reviews and approvals, whether you're evaluating images, documents, videos, or web pages. This guide covers the essentials, equipping you to review files, provide precise feedback, and maintain a well-organized workflow within your team.
What You'll Learn
In this guide, you’ll explore how to conduct internal reviews in Filestage, from navigating the platform and reviewing files to adding comments, tracking changes, and approving versions. By following these steps, you’ll ensure a smooth and productive review process within your team.
Step 1: Access Filestage for Internal Review
Log in to Filestage using your team credentials and navigate to the project dashboard, where you can view all active files awaiting your review.
Step 2: Review Files and Leave Constructive Feedback
Open the file you need to review by clicking on its thumbnail. Utilize the annotation tools to highlight specific areas requiring feedback, ensuring the content creator knows exactly what you are referencing. Write clear and concise comments, avoiding vague remarks and focusing on actionable improvements. If needed, reply to existing comments to further clarify or discuss points. For video files, add comments at specific timestamps to ensure feedback is tied to the exact moments requiring attention.
Step 3: Manage Approvals and Revision Requests
Approve files that meet the project’s goals by clicking “Approve” after confirming everything aligns with expectations. For files that require adjustments, click “Request Changes” and provide clear, specific instructions on what needs to be improved. If needed, tag specific team members to direct their attention to particular feedback or tasks.
Step 4: Track Revisions and Compare Versions
When a new version is uploaded, review it by comparing it side by side with the previous version to ensure all requested changes have been implemented. Once satisfied, either give final approval or provide additional feedback with specific requests for further changes.
Step 5: Utilizing Notifications for Timely Updates
Set up email notifications to alert you whenever a file is ready for review or a new version has been uploaded. Use the notification bell to stay updated on recent project activity and deadlines. Once feedback has been addressed, resolve comments to maintain an organized and clutter-free review space.
Conclusion:
Filestage is designed to simplify our review and approval process, ensuring that we deliver high-quality work on time. By following these steps and best practices, we can create a structured, efficient, and productive review process that keeps everyone aligned and projects moving forward.
A short loom video walkthrough has been included below to make the process even easier to understand.
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