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Getting StartedYour First Project

Your First Project

This guide walks you through creating a project, uploading files, completing a QC review, and delivering approved assets.

Create a project

  1. Click Projects in the left sidebar
  2. Click New Project
  3. Fill in the project details: name, agency, brand, campaign, media category, and expected delivery date
  4. Click Create Project

Create a batch

Once the project is created, add a batch:

  1. Open the project
  2. Click New Batch
  3. Define the batch scope (number of files, asset types)
  4. Assign a QC operator and coordinator

Upload files

This step is performed by the agency coordinator or agency operator.

Files can be uploaded via the portal (drag-and-drop) or via a secure upload link (no login required).

Files are validated against the configured naming convention rules automatically.

Run Pre-QC

If Pre-QC is enabled for the media category, the system automatically runs AI-powered checks after upload. Results appear in the Pre-QC tab.

Review files

As a QC Operator:

  1. Open the batch in the Projects view
  2. Click on a file to open the QC Review panel
  3. Add annotations and mark each file as Pass, Fail, or Conditional Pass
  4. Submit the batch for coordinator sign-off

Approve or request resupply

As a QC Coordinator:

  • If all files pass: approve the batch and notify the client
  • If files need resupply: select the failed files and send a resupply request to the agency

Deliver approved files

Once all rounds are complete, approved files are marked as delivered and the client receives a delivery notification with access to the approved assets.

Next steps

Workspace ConfigurationOverview