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FAQ

Administration

Can I add my own branding to ReviewStudio?

Yes. Your ReviewStudio account is accessible through a private login page (the URL will be YourCompany.ReviewStudio.com). You can customize your login page with your company logo and brand colors. Your name or logo also appears on the access page of any Reviews that you share with others. Enterprise customers also have the option of a custom domain. For additional customization options, reach out to our support team.

Can I export or archive project data?

Yes, you can export a CSV file of data on a given view under Dashboard > Settings, from the bottom of a page. Where it’s available, you will see “Export CSV”. You can archive Reviews as well. You can also export activity such as comments and approval decisions from inside the Review.

How do I learn how to use ReviewStudio?

You can get started by watching our online tutorial videos. Our Help Center provides step-by-step guides and a comprehensive knowledge base. You are welcome to schedule an online training session where a product expert will walk you through the platform and explore the most relevant features to your creative workflows.

Enterprise & SDK Solutions

How does ReviewStudio support enterprise organization needs?

ReviewStudio is built to support enterprise teams dealing with complex workflows, diverse campaigns, high volumes of content, and a range of stakeholders.

It offers multi-stage workflow automation, audit trails, internal-external privacy controls, granular permission controls, enterprise-grade security, and scalable infrastructure to support large, distributed teams. ReviewStudio also offers best-in-class support, ensuring high rates of adoption and user satisfaction.

Does ReviewStudio offer Service Level Agreements (SLAs)?

Yes. ReviewStudio offers SLA options for enterprise customers, including uptime guarantees >99.95% and dedicated support.

How does ReviewStudio support compliance within the enterprise proofing workflow?

As a platform for centralized and consolidated creative workflow, ReviewStudio helps companies maintain an accountable and auditable review process. Features like reporting dashboards, exports of account activity, audit trails, version control, and access permissions ensure an accountable and compliant process.

Does ReviewStudio support Single Sign-On (SSO)?

Yes, ReviewStudio supports SSO at the enterprise level to simplify and control user access at scale.

What support options does ReviewStudio offer enterprise customers?

ReviewStudio offers onboarding and training options to ensure high rates of adoption and user satisfaction. We offer dedicated account management, training sessions as needed, and workflow and account configuration sessions. We also offer enterprise clients quarterly or bi-annual business review sessions.

Where can I view documentation for the SaaS and SDK solutions?

Please contact the team at ReviewStudio to request documentation. Evaluation versions of both solutions are available for testing after a consultation with a development support representative.

Can the SaaS be “white-labeled”?

Yes, the SaaS can be customized and branded by the host application with custom development work as well as via the SDK.

What is the difference between the SaaS solution and the SDK?

Both solutions provide the same ReviewStudio functionality to review, annotate and approve a wide range of digital media files. The primary difference is that the SaaS solution is hosted by ReviewStudio (on AWS) and provides all the backend support to upload, process, store and serve the data files being reviewed. The development effort required to integrate with our SaaS is generally faster and easier to undertake than using our SDK.

The SDK consists of our Review Canvas web client and server software that can be installed “in-house” and fully integrated into any existing CMS or BPM platform. With this solution, all the user, media and workflow management is handled by the supporting platform. Our SDK offers more advanced customization and configuration options to support whatever business logic and security profile is required.

Please contact us to discuss your requirements.

What is the pricing of the SaaS and SDK solutions?

The pricing structure depends upon the type of license required (end user, ASP, OEM). Please contact us to discuss your requirements and receive a custom quote.

What kind of support do you offer to SDK clients?

We provide all integrators with a dedicated development representative available through email, calls or Zoom to assist at all stages of your integration project - from design to implementation through ongoing operations and upgrades.

Getting Started: The Basics of ReviewStudio

How do I log in to ReviewStudio?

There are a few different ways to log in to ReviewStudio.

A. If you received a link in your email, click the link and follow the steps.

B. Enter your custom subdomain, which was set up when your account was created (e.g., yourcompany.reviewstudio.com).

C. Click “Login” on http://ReviewStudio.com in the top right corner or go to app.reviewstudio.com and follow the steps.

What is a Review?

A Review consists of one or more files that you want to have reviewed and approved together. You can include an unlimited number of files, versions and formats within a Review. The number of active Reviews available will depend on the limits of your plan.

The Basics of Review and Approval: Canvas Markup, Annotation Tools and Submitting a Decision

How long does it take to get started with ReviewStudio?

Five minutes is often enough to get started. At any time, you can book a call with a product expert for a demo, quick training, or to learn about our solutions. With a 30-day free trial, you'll have access to all ReviewStudio features.

How fast is onboarding for ReviewStudio?

Onboarding for new users is typically very quick. Most teams, collaborators, and clients can effectively use the platform on their very first use - with little to no training required. For more complex workflows and larger organizations, we provide trainings as is need to ensure you and your team are getting the most out of ReviewStudio.

What training resources are available?

We offer one-on-one (or one-to-many) trainings with product experts, a range of tutorials, resources, and materials to help you get the most out of our proofing platform.

Can I try ReviewStudio for free?

Yes! You can start a 30-day full-featured trial at any time. No credit card is required to start the trial so you can give it a whirl risk-free, try it on a real project and see how it fits into your workflows. Get started here.

Integrations

Can I integrate ReviewStudio with other project or asset management solutions?

Yes. ReviewStudio offers an open API to allow you to integrate our proofing functionality with your platform of choice. We currently offer native integrations with Asana, Monday, Wrike, Dropbox, and Kantata. Alternatively, you can use Zapier or Make to automate workflows across thousands of applications.

Please reach out to our support team for details on getting started with our API and documentation.

Can ReviewStudio integrate with cloud storage platforms?

Yes, aside from using our open API or PaaS tools like Zapier and Make, ReviewStudio offers the ability to upload files to a Review directly from your Dropbox account.

Does ReviewStudio work with Adobe Creative Cloud?

Yes, the ReviewStudio Photoshop Plugin provides Adobe Photoshop users with a fast and easy way to upload their Photoshop files to ReviewStudio for review and approval. More Adobe Integrations are being developed.

Does ReviewStudio have an API? Where can I see the documentation?

Yes. API Access is available for accounts on Advanced and Enterprise plans. To enable API key, webhooks, or to access documentation, please reach out to our support team.

What level of support does ReviewStudio provide for Integrations?

We provide direct access to our API developers to help you scope, implement, and optimize your integration project. We are constantly updating our API implementation to add functionality based on customer requests. Contact our support team if you’d like to discuss your project.

Managing Reviews

Can I control which Projects and Reviews each user can see or access?

Absolutely. Admins have full control over user access. Non-admin or manager role users can only see and access the Clients, Projects and Reviews that you explicitly share with them.

For Collaborators who have permission to create new Reviews and upload files, you can also limit the specific projects that they can see/access by creating project teams.

Can I copy or duplicate a Review?

Yes. From the Dashboard, select “Copy” from the action menu of the Review you want to copy. You can then rename the copy and choose whether to copy only the files (no annotations) or only the most recent versions.

Can I review my campaign or multiple files in a single folder or space?

A Review acts as a proofing “folder”. Regardless of format or size, you can group the files you need reviewed together in one Review, making it easy to review and approve content as part of a campaign.

Does ReviewStudio work on mobile devices? Do I need to download an app?

ReviewStudio is built to be fully responsive with a UI layout that adapts to your device screen size. No app download required - all the relevant functionality works on any up-to-date mobile browser.

How can Reviews be organized?

Reviews are organized within Projects. A Project may contain any number of Reviews, which can contain any number of files. Projects can also be organized by another category of your preference, such as Clients, Teams, Brands, etc. This 4-level hierarchy provides considerable flexibility for organizing Reviews.

Who can create a new Review? Who can add Files or new file versions to a Review?

The permissions to create Reviews and upload files are determined by user roles.

Collaborators can create and add files to Reviews in Projects and Reviews they are a part of.

Reviewers can only add files to the specific Reviews that have been shared with them.

How do I lock or unlock a Review?

The status of a Review can be set on the Review Card from the main Dashboard. The status can be set as Active, Inactive, or Locked.

Inactive will prevent access to the Review by any users.

Locked will allow view-only access, no new comments or edits.

Note that when a new version is uploaded, by default, previous versions are locked.

What are Labels for? How should I use Labels?

In ReviewStudio, you can use labels across three levels: The Review, Files and Comments. You can use Labels to categorize and quickly find your Reviews. You can apply several different Labels to a Review and then later find the Review by clicking on a Label from the navigation sidebar. You can also search by Label. Within a Review, adding labels to files, adds filter and sort options. While at the comment level, tagging departments, priorities or otherwise can make it easier to manage feedback.

Using Labels

What browsers does ReviewStudio support? Can I use ReviewStudio on my tablet device?

ReviewStudio runs from most current and common web browsers, including Chrome, Firefox, Safari, and Edge (note that Internet Explorer is not supported). It also works on tablets using any supported browser.

Does ReviewStudio support multi-stage approval processes?

A Review consists of one or more files that you want to have reviewed and approved together. Yes, Approval Workflows let you route content through multiple stages of review and approval.

Workflow automations move Reviews automatically through the review process. This ensures that when approval decisions are made, creative is immediately routed to the next decision maker.

Can multiple reviewers comment simultaneously?

Yes. Comments and markups in ReviewStudio are synced in real time for all users in the Review.

This allows both live collaboration or to work async, as needed.

Payments & Billing

Once I sign up, is it easy to change my subscription plan? Are there any long-term commitments?

ReviewStudio offers both monthly and annual plans.

On a monthly plan, you may upgrade, downgrade, add users or storage, and suspend your account at any time from your Account Settings page. Upgrades will take effect immediately, and you will be charged a prorated fee for the current billing period. Downgrades or cancellations will take effect at the end of your billing period.

Annual plans are billed yearly and renew automatically. You can cancel your annual plan prior to renewal and no further charges will be accrued. Please note that partial refunds are not offered on annual plans.

Account Management

How do I add individual users or storage to my account?

Account Admins can add or remove users and storage directly from Settings > Subscriptions.

Can I pay for my plan on an annual basis?

Yes, annual plans are available with discounted rates. When subscribing, select the annual payment option. If you are upgrading your plan, you will be charged a prorated amount for the balance of your term, with the renewal at your new plan level.

Do you offer non-profit discounts?

We offer nonprofits and charitable organizations a 10% discount. Contact support to help set that up.

How do I suspend or delete my account?

To suspend your account, you can move to a Free plan at any time. If you would like us to permanently delete your account, contact support@reviewstudio.com.

What types of payment are accepted?

We accept Visa, Mastercard, and American Express. Purchase orders and bank payments are only accepted for annual subscriptions over $1000. If you need to discuss other arrangements, please contact our support team.

Where can I get an invoice and see my billing history?

Invoices and billing history are available in Settings > Subscriptions > Invoices page.

Proofing Tools & Features

Can I select, highlight, and comment on text in documents?

Yes, you can. If you upload a document that contains text, whether PDF, DOC, PPT or other, you can use text markup options such as highlight, select, delete, underline, and insert.

You can also search and copy/paste the selected text into a comment for precise edits.

Reviewing Document Formats and PDF Content

Can I comment on a segment of a video file?

Yes, video file markup allows you to add feedback to a selected video segment with precision. Adjusting the playheads across a timeline will add the comment with timestamps into the comment bar.

How can I keep track of tasks required to complete a review?

Inside ReviewStudio, feedback can be turned into tasks and assigned to specific users. Users can quickly find any open tasks assigned to them across all Projects and all Reviews.

Within a Review, users can filter the comments to show open tasks. Admins can also keep track of the progress of task completion across all Projects.

Task Management

How do I assign feedback as tasks?

Every comment has a “Set Task” option. Assign tasks to users who are part of the Review so they can easily find and track them from their Dashboard.

How do I compare multiple versions of a file?

Using Compare Mode, you can review any two files or versions of a file side-by-side. While comparing, ReviewStudio offers difference highlighter and slider options to quickly see if updates have been made correctly.

Compare Mode

How do I create an offline version or archive of feedback on my files?

At any time, you can create a print-ready archive of all feedback and approvals given on a file. The “Prepare Print Page” option on the Review Canvas gives you the option to save the page locally as a PDF file. Batch download or print options are available using the grid view option.

Creating a Print-Ready Archive of Markups and Approval Activity 

Can I add a watermark when uploading files?

Instead of watermarking content, which reduces the quality of the content experience, we offer the option to disable the “Download” button in a Review, which prevents a user from downloading files.

How do I verify links within a document or website are correct?

In PDFs and other documents, links are clickable, allowing you to verify that they are anchored to the correct targets. When reviewing websites, you can use the “interact” mode to navigate to external links and verify their accuracy.

Security & Privacy

Does ReviewStudio offer SSO? 

Yes. With Enterprise plans we are happy to offer SAML SSO. 

Does ReviewStudio support MFA / 2FA? 

We offer MFA / 2FA at all plan levels to provide secure access control.  

How do audit trails work? 

We retain logs of all Review activity, including but not limited to file uploads, setting modifications, user activity, and approval decisions. Reviews can also be locked to prevent changes after reviews are complete.  

How do guests securely access Reviews? 

While our goal is to make guest access as easy as possible, guests can be required to enter a password to access a Review. Otherwise, if no password is set up, anyone with a link can access to facilitate review and approval across multiple stakeholders. A guest list is available to restrict access to certain email addresses.

Is customer data encrypted? 

Data in transit is encrypted with SSL. Data at rest is encrypted with AES-256. Passwords are hashed using bcrypt. 

What backup procedures are in place? 

Our database is backed up daily, other critical data is backed up hourly. 

What is ReviewStudio’s Recovery Time Objective (RTO)? 

Our SLA offers a 99.95% uptime guarantee that we have not missed in the past 5 years. In general, any service interruptions trigger 24/7 alarms that the team responds to as a matter of urgent priority. 

Where is my data stored? 

All data is processed and stored on AWS servers and S3 storage located in US-East Region (North Virginia).  

How does ReviewStudio protect data privacy?

ReviewStudio provides multiple layers of protection through access controls, privacy settings and data management.

You can assign and restrict Review access only to particular users, password-protect shared linked, enable 2FA, or SSO login. For a full description of how we protect your privacy, please read our complete privacy policy.

How does ReviewStudio ensure data security?

ReviewStudio is ISO27001 certified, as well as fully GDPR compliant. Our infrastructure is hosted on Amazon Web Services (AWS), and our technical measures are in full accordance with AWS Compliance as described at https://aws.amazon.com/compliance/ . AWS security controls are described at https://aws.amazon.com/compliance/data-center/controls/ .

All data is processed and stored on AWS servers and S3 storage. Ongoing hardening is implemented through upgrades to OS, upgrades to the Rails framework, and ongoing security scans by Cloud 66. All data transferred in our platform utilizes HTTPS.

What kind of security features does ReviewStudio provide?

We offer enterprise-grade security, including:

  • ISO 27001 Certified

  • 256 bit SSL Encryption

  • AWS Hosted and security compliant

  • Audit Trails

  • Our Security layer is validated for PCI, ISO 27001, HIPAA, GDPR, SOC

  • 99.95% uptime guarantee available with SLA.

We would be happy to work with your IT department to complete a security reviews.

How is access controlled? How are permissions managed?

Admins can assign user roles to control Review and platform access. External or guest users access Reviews via a link or explicit notifications, with Review access that can be controlled by an optional password.

Does ReviewStudio answer security questionnaires and reviews?

Yes. We regularly handle security questionnaires. Please reach out to our support team to discuss your requirements.

Sharing & Notifications

How do users receive notifications of Review activity?

Each user can customize their notification preferences from their user profile. Users can determine which notifications they wish to receive, such as new comments, tasks, and approval decisions, as well as how often they would like to receive them (immediately, hourly, daily, or never).

How do I share a Review once I’m ready to gather feedback?

Sharing a Review with your team or with external users is simple in ReviewStudio. Once your files are uploaded, you can share the Review from the Share menu to select users and guests. You can use the “Notify” tab on the Share menu to send out a notification to the users and guests you specify.

You can also share the Review link in an email, chat or in a project management tool.

Review sharing

Can I receive a digest of notifications?

Yes! Notifications are sent out as a digest based on user preference.

If you want to receive notifications immediately, they will be sent individually - which might be useful if you are waiting on a critical approval.

Where do I see recent activity within my account?

You can keep track of new review activity by all users from the Dashboard Notification Feed.

It highlights key updates such as when tasks are assigned to you, when a new file or version is uploaded, when an approval action has been made, and more, with a link to quickly access each item.

Uploading Files & Content for Review

What file formats can be proofed in ReviewStudio?

ReviewStudio supports the wide range of file types you work with, including:

  • Images – JPG, PNG, GIF, TIFF, PSD, 360 Panoramic (JPG/PNG)

  • Video - MP4, MOV, OGG, WebM, FLV, AVI, WMV, ASF, ProRes +

  • Audio - MP3, WMA, AAC

  • Documents - PDF, SVG, DOC(X), PPT(X), XLS(X)

  • Web - HTML (either as a ZIP, URL capture or live web)

  • 3D - GLB

If you use a format that is missing from this list, please reach out to support and chances are we can add it.

Are there any size limits to file uploads?

There is no file size limit. There is a storage limit per account, but additional storage is always available for purchase. Note that as a web-based application, large file sizes can impact load times based on the reviewer’s internet speed.

Do I need an extension to upload or review website content?

No. Website proofing doesn’t require an extension, simplifying the reviewing process for clients and teams. You can either upload your HTML as a .zip file or enter the URLs of the pages you want to import.

Note that for reviewing animations in a live website, an extension is available to capture complex motion. Explore the extension here.

How do I add new file versions to a Review? Can I batch upload files?

Individual new file versions can be added to any existing file using the Action menu on the File card by clicking “Upload New Version”.

You can select and upload multiple files at the same time by using the “Upload” button.

Files with the same filename as existing files will be automatically uploaded as new versions (there is also an option to overwrite).

Creating a New Review: Uploading Files and Review Settings

How many versions of a file can be stored?

There is no limit to the number of versions you can upload for review.

User Management

How many Admins can I have in an account?

There’s no limit to how many users can be assigned to any role. User limits are based on your plan, with all user roles requiring a licensed seat.

How many users does my account have?

User limits will depend on your subscription plan. You can view your user limit on your Settings > Subscription page. You can manage the number of users on your plan via your Subscription page.

What are the different User Roles in ReviewStudio?

A User (excluding guests) is someone who is authorized to log in to your company’s ReviewStudio site to create, manage, and work on Reviews.

User Roles establish the level of permission different users have.

Admins have full access to see and manage all Reviews across all Projects and to access general account settings.

Managers have the same permissions as admins, but can’t modify account configuration settings, create new users, or manage billing.

Collaborators and Reviewers only have visibility and access to the specific Projects and Reviews that are shared with them. The difference between a Collaborator and a Reviewer is that Collaborators can initiate new Reviews in Projects they can access.

Reviewers can only access projects and reviews that they are explicitly invited to. Unlike Collaborators they cannot initiate new reviews but they can upload files when needed to the specific reviews that they participate in.

Guest access is an easy and convenient way to share individual reviews since you do not have to set up any user account in advance for them. You can share individual Reviews with an unlimited number of “Guest” users.

What is the difference between a User and a Guest?

Guest access provides a fast and easy way for you to share specific Reviews with anyone, simply by sharing the Review link; a password is optional. As with any user, guests can provide feedback and approval decisions on files. All our plans allow you to share your Reviews with an unlimited number of guests.

Typically, you would create user accounts for internal and external collaborators who are involved in Reviews on an ongoing basis with your projects, while sharing Reviews with clients as guests.

Some organizations prefer to create user accounts for their active clients, as doing so provides authentication and offers them some advanced features not available to guests (i.e., a Dashboard of their active Review links and automated notifications).

Different User Roles in ReviewStudio

Who can be set as an Approver? Can Guests be Approvers?

Any user or guest can be designated as an Approver on any Review. There may be multiple Approvers on a Review. You can designate Approvers from the Review Share menu.

How does an Approver leave their approval decision?

If a user is designated as an Approver, they will see a “Submit Decision” button in the Review Canvas for each file that is included in the Review. The options include “Approve”, “Approve with Changes”, “Rejected”, or “Revisions Required”. Note that these options may be customized for by the account admin.

Managing and Submitting Approvals

How do external users, such as clients, access a Review?

To add external users to a Review, they can either create a user account (such as a Reviewer or Collaborator) or access the Review as a guest. For many situations, guest access is sufficient. Users with an account have access to more features such as notifications, receiving email digests, and having access to a dashboard.

Use Cases & Applications

What problems does ReviewStudio solve that project management tools don't?

Project management tools are great at managing project tasks. But when it comes to proofing, managing revisions and versioning, and approvals, things can become fragmented and inefficient.

ReviewStudio solves this by centralizing and consolidating creative feedback, versions, and approvals. It keeps the review and approval of creative in one place with the creative work (not the project) as the focal point.

How does ReviewStudio improve agency-client collaborations?

ReviewStudio is built to streamline agency-client collaborations, syncing and coordinating feedback and approvals between all stakeholders, whether accounts, creative, project managers, external, and everyone in between.

It helps teams of all sizes accelerate workflows by improving communication and eliminating the delays caused by poor, confusing, or slow feedback and approvals.

The ability to review all media formats in one place, set up internal comment privacy, easy sharing, version control, and synced feedback are a few of the features agencies love.

Can ReviewStudio replace email-based feedback workflows?

Absolutely...and it should!

Gathering feedback by email is less than ideal. It is often fragmented, difficult to track, and causes miscommunication. Important tasks and comments are easily overlooked. Stakeholders can be left out (or even worse, you CC the wrong person!). The result is redundant work and delayed approvals.

ReviewStudio eliminates those headaches by keeping feedback and approvals consolidated and synchronized with accountability.

What size teams typically use ReviewStudio?

ReviewStudio is used by teams of all sizes. From the freelance designer to the 100-person agency to 10,000-user enterprise customers, the platform is designed to scale with your needs, whether you are managing 1 or 100s of projects a month.

Can ReviewStudio be used across multiple departments or teams?

Yes, ReviewStudio is designed for cross-functional collaboration, whether internal or external. It offers teams of all sizes a standardized approach to gather and manage feedback, versioning and approvals. This helps reduce errors and maintain accountability across workflows with multiple departments or teams involved.

How many stages can approval workflows have?

There is no limit on the stages in a creative workflow (but we do hope you don’t have too many!).

What are some of the use cases ReviewStudio’s solutions work best for?

From design to manufacturing, fintech to creative agencies, teams from many industries have shared how they benefit from ReviewStudio. Check out our case studies here to learn more about how teams like yours are improving their productivity and collaboration with ReviewStudio.