Getting started
How to set up your workspace
Name your organization, then find the settings an owner sets first in each workspace.
Practical guides for creative teams
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Your first client review
01 Upload a sample image 02 Mark the change for your team 03 Invite the client to reviewStuck on something?
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73 guides available · 5 planned
Getting started
Try a full client review on a sample image
Practice your first YetOnePro workflow: upload a sample image, leave visual feedback, and share it with a client for review.
Getting started
One logo, one asset: variants, versions and formats
Follow one logo through versions, a print variant and extra formats, and see why it stays one asset in your library.
Getting started
Find the file even when you forgot what it’s called
Use project, file type, and metadata filters to narrow your search.
Getting started
Organize a project’s files into folders
Create a folder structure for a project and put its files where the team can find them.
Getting started
Find photos by location on the map
Use the map to find photos that contain location data.
Getting started
Require file details at upload
Create required metadata fields so teammates fill them in when uploading, with no chasing afterwards.
Getting started
Find campaign assets with shared metadata fields
Fill in fields such as Campaign and Market, then use those values to find related files.
Getting started
Upload a photo shoot with shared metadata in one batch
Add shared details during upload instead of entering the same values for each photo.
Getting started
Find duplicate or similar images, even with different filenames
Inspect the visually similar images found for an asset and check each candidate before treating it as a duplicate.
Getting started
Clean up duplicate images without deleting the one you need
Filter the library by Has duplicates, keep the asset with the history, mark real edits as Not a Duplicate, and move the extra copies to the trash.
Getting started
Upload a revision without a duplicate
Add a revised file to the asset it replaces, right from the upload results.
Getting started
See which cut of another asset matches yours
The Duplicates tab names the cut of the other asset that matched, such as its Vertical 9:16, and which of your own cuts it matched.
Getting started
Keep every cut of a campaign video in one asset
Add each cut, such as Square 1:1 or Vertical 9:16, as a variant of the master, and each one keeps its own versions.
Getting started
Add a web-ready copy next to the original photo
Upload a web JPEG as an additional format of the photo’s version, without a new asset or a new version.
Getting started
Is an image large enough?
Compare its pixel width and height with what your layout needs.
Getting started
When was this photo taken, and with which camera?
Inspect available EXIF details, including capture date, camera, lens, and exposure settings.
Getting started
How to check a video against your delivery requirements
Inspect the original video’s resolution, frame rate, codec, and duration.
Getting started
How to check whether an audio file meets the requested specs
Check the audio file’s sample rate, channels, codec, and bitrate.
Getting started
How to bring a teammate into the workspace they need
Invite them by email, pick their role, and see what they receive.
Getting started
How to choose what a teammate can do
Read what each role allows, change a member’s role, and see the result.
Getting started
How to add an extra sign-in check to your account
Set up an authenticator app, save your backup codes, and check the extra step at sign-in.
Getting started
How to set up single sign-on for your team
Connect your identity provider with SAML, check your domain, test sign-in, and turn on SSO.
Getting started
How to catch up on your team’s activity
Open Notifications, go through Unread, and jump to the thread or project that needs you.
Getting started
How to add seats or storage
See how many seats and how much storage you use, and where to add more.
Getting started
How to see what takes up your storage
Read Consumed storage in Analytics, then check what counts toward your capacity in Billing.
Getting started
How to delete a workspace — and cancel if you change your mind
Schedule the deletion in Danger zone; the workspace owner can cancel it before the countdown ends.
Getting started
Find assets with missing required metadata
Filter assets with empty required fields and complete the missing values.
Deliver the work
Restore a file you deleted by mistake
Find a deleted file in Trash and restore it, with its comments, to where it was.
Review & revise
Get an internal check before sending work to your client
Ask a teammate to approve a deliverable’s asset, or send it back, before your client sees it.
Review & revise
Send work to your client for approval
A client review through the project portal, and where the answer comes back.
Review & revise
Review work your creative team sent you
Open the review email, sign in to the portal, and find the work waiting for you.
Review & revise
Show your team exactly what needs to change
Pin a comment on the exact spot of an image, so your team knows what to change and where.
Review & revise
Approve work, or send it back with changes
Answer each asset with Approve or Changes, then finish and submit your review.
Review & revise
Find files that were shared with you earlier
For clients: see every file you’ve opened from a share email in Shared with me, with who sent it and what you can do with it.
Review & revise
Download the files you received
For clients: download a shared asset with Download and Original, or a delivered asset in a client portal with Source file.
Review & revise
Review work from your phone
For clients: review a studio’s work on your phone. Open the review from the email, pin a comment on the image, give your decision and submit.
Review & revise
Keep internal comments separate from client feedback
Choose Internal or Client before you post, and know where your client’s review answer comes back.
Review & revise
Record an approval your client gave by email
Record your client’s decisions given outside the portal, with who answered and a note.
Review & revise
Keep file revisions together with version history
Add a corrected file as a new version of the asset, so it keeps one card and one history.
Review & revise
Compare two image versions to see what changed
Tick two image versions in Files & versions, then check the change with a slider or side by side.
Review & revise
Send a revised version back for approval
Add the fix as a new version, start the next review, and let your client compare and decide again.
Review & revise
Track revision rounds against your agreed allowance
See included and extra rounds on the Reviews tab, change the allowance when you agree on more, and correct a round with a reason.
Review & revise
How revisions work, for your team and your client
One revision cycle from both sides: what your studio sees in YetOnePro, and what your client sees in the project portal.
Review & revise
Upload a fix to delivered work, without changing what your client sees
Add the fix as a new version, return the deliverable to work, and send it in the next review. Until then, your client keeps the version they approved.
Review & revise
Show exactly where an image needs changing
Outline the part of an image to change with a rectangle or a freehand line, leave a note, and open each comment later to see its area.
Review & revise
Leave video feedback at the exact moment and place
Pause a video, outline the part of the frame to change, and leave a note your editor can open at that exact moment.
Review & revise
Point out a mistake in a voiceover without typing a timecode
Pause an audio file, leave a comment that takes its time from the player, and let your sound engineer play the exact line.
Review & revise
How to leave feedback on a PDF layout
Discuss changes in a file comment and include the page number and detail you mean.
Review & revise
Mention a teammate in a file comment
Hand a task to a teammate with an @mention in a comment, and see when they get a notification and an email.
Deliver the work
Share an asset with clients
Share an asset with a client who has no account: pick a preset, send an invite, and see what the client sees.
Start a project
Turn a client request into a project
Review an incoming client request, approve it, and get a project and an up-to-date contact in one step.
Start a project
Collect a client brief with an intake form
Build an intake form from a template, publish the link, and receive the client’s verified brief in your Requests inbox.
Start a project
Send a brief to your creative team
For clients: send a brief through your studio’s request form. Answer the questions, add one file per upload field, and confirm your email.
Start a project
Assign a new client request to the right teammate
Open a new request in Requests, assign it to a teammate, and leave an internal note. Your teammate is notified; the client sees none of it.
Start a project
Stop accepting requests through an old brief form
Archive an intake form you no longer use. Its link stops taking new requests, and the requests already sent stay in Requests.
Deliver the work
See who has access, and take it back
Use the Sharing page to see every asset you’ve shared outside your team, change an expiry, and remove one person or a whole company.
Start a project
Keep your client contacts in one place
Create a client company, add the people behind it, and see everything you share with them on one company page.
Review & revise
Find what needs your attention
Use the Activity filters Unread, Mentioned and Not opened yet to find assets with new comments, mentions of you, and assets you haven’t looked at.
Keep deliveries on track
Plan client deliverables, deadlines, and owners
Define the results you need to deliver, with due dates and responsible teammates.
Keep deliveries on track
See what you need to deliver this week
Use the calendar’s Plan mode to see your deliverables, the reviews waiting on you and overdue work, in one pass.
Keep deliveries on track
Mark a deliverable as done, and know who can undo it
Complete a deliverable and learn which teammates have permission to return it to work.
Keep deliveries on track
Archive a finished project without deleting its files
Archive the project to remove it from active work without using the delete action.
Keep deliveries on track
Track deliverables through stages on a Kanban board
Use board columns to follow each deliverable’s current status.
Keep deliveries on track
Check delivery progress across your projects
See delivered, overdue and pending work across your team’s projects.
Keep deliveries on track
Hand a deliverable over to a teammate
Change who’s responsible without creating another copy of the work.
Deliver the work
Give your client one portal for project files
Create a password-protected client portal from a project. Finished deliverables go in on their own, and the link stays the same.
Deliver the work
Check your client portal’s view count
How often the portal page was opened, in Analytics.
Deliver the work
Brand your client portal with your logo and color
Your workspace logo, and an accent color for each portal.
Deliver the work
Let clients preview files without downloading the originals
Set viewing and download permissions, then check what the recipient can access.
Deliver the work
Set an expiry date for a shared file link
Choose the date your client’s access ends, check it in Sharing, and extend it or remove it later.
Deliver the work
Watermark your work before sharing it
Apply a watermark to supported media and check the preview your client receives.
Deliver the work
Watermark files automatically with rules
Create a rule with events, conditions and media types, and check what your client receives.
Coming next
Guides we’re still writing. They’ll open here once published.
Start a project
How to create a creative intake form
Get the brief, source files, and expectations before the first round of work.
Deliver the work
How to organize client asset delivery
Hand over the right files, in the right formats, without another email thread.
Review & revise
How to track creative revisions
Keep the conversation attached to the version that started it.
Start a project
How to collect source files from a client
Bring logos, references, and footage into one place before production starts.
Deliver the work
How to share work without exposing other projects
Choose the audience first. Then check exactly what they can see.