How can we help?

Getting started

1. Go to Start free, create your account and name your workspace (usually your company).
2. Invite your team on the next step, or skip and do it later from Team.
3. Open the sample creative and follow the 60-second tour. It shows pins, replies and approvals.

Uploading a creative

1. Click Upload creative on the dashboard.
2. Drop a PDF, image or video (up to 200 MB). Give it a title and pick or create a project.
3. Tick who needs to approve and set a due date. They get notified right away.
4. Tip: a file named JOB-2041-banner.pdf fills in the job number and title for you.

Commenting with pins and boxes

1. On the review page choose Pin (press P) and click the spot, or Box (press B) and drag around an area.
2. Type your note and press Ctrl+Enter. It appears beside the creative, joined to its spot by a line.
3. Reply in the thread, type @name to notify a teammate, and tick ✓ when the change is done.
4. On video, comments are tied to the frame you paused on.

Approving and requesting changes

1. Click Make decision and choose Approve, Approve with changes, or Changes required. Add a note if useful.
2. Any "Changes required" sets the status to Changes required.
3. Once every assigned reviewer approves, the status becomes Approved and the uploader is notified.

New versions and compare

1. Open the creative, then More › Upload new version. Say what changed.
2. Decisions reset for the new version. Old comments stay on the version they were made on.
3. Use More › Compare versions to see any two side by side with synced scrolling.

Sending a client review link

1. Click Share on any creative and choose whether the client can comment and approve.
2. Optionally add a password or an expiry date, then click Create link. It is copied for you.
3. The client opens it in any browser, types their name once, and reviews. No account needed.
4. Revoke a link anytime from the same window.

Team, roles and invites

1. Go to Team › Invite people. Invite by email or copy your team link.
2. Owner, Admin and Editor can upload (paid seats). Reviewer and Commenter are always free.
3. Admins can change roles, remove people and send a password reset link from the Team page.

Setting up the AI brand check

1. Admins open Settings › Brand rules and write your rules: guidelines, colours, fonts, what must appear, what to never use, tone.
2. On a creative, choose More › Run AI brand check, or turn on automatic checks for every upload in Settings.
3. Findings appear as purple "Brand check" pins with a severity. Resolve or dismiss them like any comment.

Connecting Monday.com

1. In Monday, copy your API token (Avatar › Developers › My access tokens) and your board ID (the number in the board address).
2. In Settings › Monday.com, paste both, click Test connection, then turn sync on.
3. Each creative becomes an item. Status, versions, comments and decisions sync automatically.

Account, password and billing

1. Change your name, notification emails and password from the avatar menu › Profile.
2. Forgot your password? Use Forgot password on the sign-in page, or ask your admin for a reset link.
3. To change plans, see Settings › Plan & usage or contact us.

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