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ALL
USERS
Passwords
ReviewManager™ menu
Reviewing a page
Reviewing PDFs
Page comments
Downloading a file
Uploading a file
Types of Users
PAGE
CREATORS
Creating a new page
Adding and deleting files
Adding and Viewing PDFs
PDF Collaboration
Address book/Inviting users to a page
Editing privileges
Editing the elements/page
Notifying user of review page changes
Duplicating a page
ADMINISTRATORS
Administrator privileges
Customization
Adding a new client
The User List
Re-assigning pages
Admin report
ABOUT
REVIEWMANAGER™
How can I use it?
All
Users
PASSWORDS
Q: I forgot my password.
A: Simply click on the "forgot password" link below the login
fields and ReviewManager™ will re-send your password
to your e-mail address. Don't forget, your user name is your
complete e-mail address! We cannot email you your password,
nor will we give it out over the telephone.
Q: How can I change my password?
A: Click on the "prefs" button found on the navigation bar.
Click on the link "change password" and enter your
current password along with your new password. Retype your
new password in the second field for verification. Click "done."
You will now need to enter your new password the next time
you log in to ReviewManager.
Q:
Can my password be saved?
A: At the log in page, simply click on the "save password"
checkbox and proceed to log in. The next time you access ReviewManager,
you will bypass the log in process and go directly to your
menu page. You can also check your password preference by
clicking on "prefs" in the navigation bar. Remember
to click "save preferences" when you are done.
REVIEWMANAGER™
MENU
Q:
What is the ReviewManager™ Menu, and what can I do there?
A: After logging in, you will be directed to your personalized
ReviewManager™ Menu. The Menu page lists all of the review
pages to which you've been invited. You can sort your pages
by client or by all pages. Click on a client name to display
the list of review pages. Note: You can sort the pages listed
on the Menu by page name, author, and date modified. The default
is by page name. An "unread comments" icon appears to the
right of the client name and the left of the page name if
new comments were added to the page since you last logged
into ReviewManager™.
REVIEWING A PAGE
Q:
How do I review a page?
A. From the Menu, click on the client name and then the page
name to view a page. Then, click on any of the small thumbnail-sized
images to see the image full-sized, or to choose to download
the file.
Q:
How do I delete a review page from my list?
A: Click on the trash can icon found to the far right of each
available review page on the Menu. This will delete the page
from your list and your name will be tagged with an asterisk
on the review page, notifying the creator of the page that
you have deleted this page from your list. Note: If you
are the page creator, and you delete the page from your menu,
you will permanently delete the page and no one will have
access to it.
Q.
How do I know if a review page has been updated?
A. There is a "date modified" column next to each page in
the menu screen. Also, we recommend that the page creator
re-notify the users when there have been updates by utilizing
the "notify users" feature.
REVIEWING
A PDF
Q:
What if I have a hard time reading the PDF Quick Preview?
A: If the PDF Quick Preview is not clear enough to read, we
suggest you simply download the document and view it in Adobe
Acrobat, or contact the person who invited you to the page
and ask them to set the page to preview PDFs with the Plug-In.
As long as you have Adobe Acrobat Reader, you will be able
to preview the PDF within the browser with Adobe's plug-in.
Q.When
I try to view a PDF, I get an error that says the browser
can't identify the document type. What do I do?
A: You most likely do not have Adobe Acrobat Reader installed
on your computer or your browser cannot find the Adobe Plug-in.
You will either want to download the PDF to your desktop,
switch your viewer to the "Quick Preview," or install
the latest version of Adobe Acrobat Reader.
Q:
I have Adobe Acrobat Reader on my computer but ReviewManager
is not finding it or recognizing it. Is there something wrong?
A: You may not have your Adobe Acrobat Reader installed correctly.
If it will not recognize your Acrobat, you will need to either
re-download
the Reader or check Adobe support at http://www.adobe.com/support/products/acrreader.html.
PAGE
COMMENTS
Q:
How do I comment on the creative materials I've viewed?
A: There are two levels by which you can post your comments
to the review page. There are page-level comments and element-level
comments.
To
post feedback, offer approval, or give general comments to
the creator and other recipients of the page, click on the
"add comments" link in the lower right-hand corner of the
page OR click on the icon on the navigation bar. The comments
box will appear at the beginning of the review page. Once
you have completed your comment, click the "add" button and
your comment will appear immediately in the lower right-hand
corner in reverse chronological order. Your name will automatically
appear next to the comment.
You
may also add comments to each specific element. Click on the
hyperlink in the element cell that says "comments".
It will reflect the number of comments that have been posted
regarding that specific element. Once you click on the link,
a comments window should pop open. You may then post your
comment for that element. Click "add" and then "close"
when you wish to post the comment.
Q:
Who can see the comments posted to a page and to an element?
A: All of the people invited to the page can view the chronological
list of comments.
However,
if the comments feature has been disabled, only the page creator
will be able to see the comments.
Q:
How do I know if comments have been added?
A: From the Menu, you will see a "comments" icon next to the
client or page name if any new comments have been added to
that page. You can also elect to receive comments via emailon
individual pages by checking the "Notify me of new comments"
box on the bottom right corner of the page below the comments
field. When a comment is added, ReviewManager™ will send
you a copy of the comment via e-mail.
A
new comments icon will also appear next to the comments link
in specific cells if there are new element-level comments.
Q.
How do I delete a comment from a page?
A. Only the page creator has the ability to delete comments.
DOWNLOADING
A FILE
Q.
How do I download a file from a Mac?
A. Once you have clicked on the icon of the file you wish
to download, click on the link next to the name of the file
that says, "download." Depending on which browser you are
using, there are different methods of saving the file.
Internet
Explorer Users: Then click on the link "click and hold
to download". While holding your mouse button down, a pop-up
window should appear. You have the option to download to a
disk, view in a new window, or copy the link to a clipboard.
Netscape Navigator Users: Click and hold on the file,
image, or movie, and choose "save...as."
Q.
How do I download a file from a PC?
A. Once you have clicked on the icon of the file you wish
to download, click on the link next to the name of the file
that says, "download." A pop-up window should appear titled,
"File download." You may then save the file to a disk.
UPLOADING
A FILE
Q:
What is the maximum size of a file that I may upload?
A: Upload Limitations
Internet Explorer (5.x or greater) - 100 MB maximum
Netscape (7.x or greater) - 100 MB maximum
Mozilla (1.5 or greater) - 100 MB maximum
Safari (1.0 build 85 or greater) - 100 MB maximum
Q:
What are the time limitations on uploads?
A: There is a 20-minute time limit on all uploads.
Q:
Is there a connection speed minimum?
A: There is no connection speed minimum; however, we recommend
using a high speed connection if you are uploading large files.
Q:
What type of browser is recommended?
A: For optimal performance, we recommend using Internet Explorer
5.0 or higher.
Q:
When I am uploading an MPEG, it shows up as an MP3. What do
I do?
A: If you are using any version of Netscape 4.x or older on
Windows, MPEGs are not currently supported for upload. Try
Netscape 7.x or greater or switch to Internet Explorer. You may view
MPEGs uploaded from a different browser on Netscape 4.x or
older; however, you are limited on uploading them on the Windows-Netscape
combination.
Q:
When I am uploading a document, sometimes my screen "locks"
and it won't upload and move to the next screen. I also have
a hard time moving between pages. What is happening?
A: You are most likely experiencing this problem if you are
working on a Mac and using Internet Explorer. What is happening
is your screen is not refreshing properly. You'll most likely
be able to watch the progress bar move and then quickly disappear.
The browser says "Done"; however, your screen hasn't moved.
This
is a known Microsoft bug in this particular browser/computer
configuration and thus, is not a ReviewManager system problem.
Until Microsoft is able to revise this refresh issue, we suggest
you try clicking "Refresh" on your browser, move to a different
page within ReviewManager, or click out of ReviewManager to
another website and then click "Back." This often clears the
problem. However, if you are finding the refresh issue debilitating
to your project, switch to Safari or Netscape, if possible.
TYPES
OF USERS
Q:
What are the differences between all the different types of
users in the system?
A: First, there are two major differences between users in
the system--users that you add to your company user list,
and users that you add to specific pages.
*Users
in your company user list: When you add these people,
you have the option of adding them as a level 1, 2, or 5.
Level
1: Standard User - This person can view pages created
by others but does not have the ability to add, delete, or
edit pages.
Level 2: Page Creator - This person has the ability
to add, delete, or edit pages, but does not have the ability
to add people or clients, change company prefs, and perform
other administrative functions within the system.
Level 5: Company Admin - This person has the same ability
as the person who signed up for the account and can perform
ALL the functions mentioned above.
*Users added to specific pages: When you add these
users, you have the option of giving them editing privileges.
User cannot edit page - User can only view page and
post comments.
User can edit page - User can add, delete, and edit
items on the page.
Page
Creators
CREATING
A NEW PAGE
Q: How do I create a new review page?
A: If you have page creation abilities, click on the "New
Page" button and follow the directions below. If you don't
have Page Creator status, you will not be able to access the
"New Page" feature and you will need to contact your ReviewManager™
Administrator and request the capability to create a page.
- Create
a New Page
Click on the "New Page" button on the top of navigation
bar.
- Select
a Client
The pull-down menu lists all of the companies that have
been established as ReviewManager™ clients. If you
do not see a client listed here, and you need to make a
review page for them, please contact your Administrator.
Once you have selected the appropriate client, click "set."
- Add
Company Logo(s) & Name the Page
If you want to add your company's logo to the review page,
simply select it from the pull-down list. In the same way,
select the appropriate client logo from the pull-down list
on the right if you would like for that logo to appear on
the page. As with the client list, if the company logo list
does not contain any company logos, talk to your administrator
and have them add the logos.
- Page
Name and Page Description
The Page Name should briefly and intuitively explain the
topic of the review page. The Page Name will appear on the
Menu list. The Page Description can be used to present a
more detailed description of the page contents as well as
any general instructions or directions such as feedback
deadlines.
- Page
Customizations
You also have the option to display or not to display the
comments on the page. This option is important if you don't
wish for people to post their feedback to the page. You
also have the option to display the list of people invited
to the page. This is particularly important if you don't
want to publish the people who have visited the page or
if you are inviting numerous people to the page.
- Element
Arrangement
You may organize the elements on your page by sorting alphabetically,
newest first, oldest first, or by a custom sort where you
can choose to put them in your own specific order by changing
the numbers to the left of the element icons.
ADDING
AND DELETING FILES
Q:
How do I add files (elements) to my review page?
A: To add files to a review page, click on the "add item"
link at the top right. Click the "browse" button to select
the file you would like to add. Notes: Make sure every file
has an extension such as .gif, .html, .xls, etc. Also, you
can rename the file in the Name field if you prefer (for example,
something less cryptic than the original file name). The Description
field lets you add text that specifically relates to that
element. This is a perfect place to add copy and/or version
information.
Note:
If you are using a PC, you will notice an "add multiple"
link next to the "add item" link. You can add multiple
files at once by continually browsing for the documents you
wish to display. They will appear in the upload window. Click
the "start upload" button when you have completed
the addition of your multiple documents. This feature is not
currently available for Macintosh users.
Q:
How do I add a URL to a review page?
A: Click on the add url link at the top right of a review
page. Enter the URL and click "done" when finished. Note:
If your header or footer is being cut off by the frame when
you view a URL, you can adjust the height of the header and
footer frame in your company prefs (header/footer height).
Q:
How do I delete files (elements) from my review page?
A: You will see a "delete" link directly above the thumbnail-sized
image of the file. Clicking on the delete link will remove
the file from the page after a warning message confirms that
you want to delete it.
ADDING
AND VIEWING PDFS
Q:
The QuickView of PDFs doesn't offer me the most optimal viewing.
Do I have other options to show my work?
A:
You have three options in viewing PDFs. You can choose "No
Preview" if you wish for your clients to simply download
the document. You can choose "Quick Preview" for
an online presentation of your PDF and you can choose "Plug-In"
for the most optimal view of your PDF. If you choose "Plug-In,"
you assume your clients have Adobe Acrobat reader.
Q:
Does my client have to have a particular version of Adobe
Acrobat to use the Plug-In?
A: You don't necessarily have to have the same version,
but your client should have the same or newer version of Adobe
Acrobat Reader than you have. Of course, it is always suggested
you use the latest version of Adobe Acrobat. To download the
latest version, follow this link: http://www.adobe.com/products/acrobat/readstep.html.
Q:
What if I set the page to view the PDF with the Plug-In and
my client doesn't have Adobe Acrobat Reader? Will they still
be able to see a preview and download the document?
A: Your client will receive an error message or indication
that their browser cannot identify the document type. They
will either need to switch to the "Quick Preview,"
download the free Adobe Acrobat Reader, or simply download
the document to their desktop for viewing.
Q:
I just uploaded a PDF and the thumbnail is not showing up
on my page. Did I do something wrong?
A: The ReviewManager system allocates the majority of its
resources to creating the PDF Quick Preview than it does on
creating graphic thumbnails. The thumbnail is simply a representation
of the element and will not always appear as a smaller version
of your document. It may show up as a generic PDF thumbnail
instead.
Q:
I just uploaded a PDF and the thumbnail is showing up but
I don't see the Quick PreView. It says "Preview not available."
Why I can see the thumbnail but can't I see the PDF?
A: Your PDF is most likely too large or there were problems
rendering your PDF in the Quick Preview. For best results,
use the Adobe Plug-in to view and present your PDF.
Q:
I would like for my clients to be able to make revisions and
mark changes on my PDF. How can I do that?
A:
Only subscribers to the Enterprise or Large Enterprise accounts
have access to the Adobe Collaboration feature. Contact ReviewManager
Sales if you would like to upgrade to an Enterprise account.
If you do have and Enterprise account, you need access to
Adobe Acrobat 5.0, 5.05 or newer (the full version) and your
client must also have Adobe Acrobat 5.0, 5.05 or newer.
PDF
COLLABORATION
Q:
What configurations must I have to use the
Adobe Collaboration feature?
A:
You
must have Adobe Acrobat 5.0, 5.05, or higher on a Windows
or a Mac computer. As of April 23, 2002, Adobe did not support
OSX. Consult Adobe.com
for any further hardware, software, or browser configurations.
Q:
I have a full copy of Adobe Acrobat, but I get an error that
my comments can't get stored on the server. What does that
mean?
A: This is most likely due to a firewall or proxy configuration.
Contact your network administrator and ask him/her to enable
"WebDAV Over Port 80."
ADDRESS
BOOK/INVITING USERS TO A PAGE
Q:
How do I invite someone to a review page?
A: Within the review page that you want to invite someone
to, there is a list of "people" in the lower left
corner. Click on the "add" link and enter the e-mail
address of the recipient. If you want to add multiple email
addresses, simply the enter email addresses separated by commas.
You have the option of allowing people to edit this page (add,
delete, and rename elements, page name and description) and
adding them to your address book. You may also type a note
that will show up in the first part of the email. When you
click "done," the individual(s) will be sent a notification
email including the page location (url) and their password.
Q:
How does the address book work?
A: The Address Book menu offers you a quick way to add a person
or a group of people to a page. When you add someone for the
first time to a page, just check the "add to my address
book" box and then he or she will appear in your pull-down
list. Use the pull-down menu to select a person and/or group
and click "Done." You can also individually add
people to your address book by clicking "Address Book"
on the navigation bar and then clicking the "new address"
icon. If you want to add a group of email addresses, click
on the "Address Book" link and then click the "groups"
link. You also have the ability to save a group of emails
by going to the "people" section of a review page
and clicking "save."
EDITING
PRIVILEGES
Q: How do I grant or remove someone's editing privileges on
a page?
A: You have the option to give every person you invite to
a page editing privileges when you add them to the page. In
the review page, you will see a pencil next to each person's
name with editing privileges. If you need to give someone
editing privileges after adding them to a page, simply re-add
them to the page with the changes. To remove someone's editing
privileges, delete them and then re-add them to the page with
the changes.
EDITING
THE ELEMENTS/PAGE
Q:
How do I edit the items on the page, or the page name and
description?
A: As a Page Creator or Editor, you can revise this page as
often as you wish. While inside the review page you wish to
edit, click on "page settings" in the upper right-hand corner
of the page. You can change the logos, page description, page
title, and the arrangement of the elements. You can also choose
whether or not to display comments or allow users to add comments
and whether or not you wish to publish the list of people
invited to the page.
Q:
How do I edit the elements on the page?
A. Click "edit" in the cell of the element you wish to change.
This edit feature does not make changes to the file. It makes
changes to the element description and name. You can also
choose a different element to upload.
NOTIFYING
USER OF REVIEW PAGE CHANGES
Q:
How do the people invited to the page know that it has changed?
A. You can click on the "notify users" link in the "people"
section of the page. You have the option of re-notifying all
users of the changes or of choosing specific people to notify.
Similarly to adding users to a page, you can add a note to
the email. Click send and all chosen users will be re-invited
to the page via email.
DUPLICATING
A PAGE
Q:
How do I duplicate a page so that I don't have to re-create
a whole new page using previous information?
A.
Go to the page you want to duplicate and start by clicking
on "duplicate" in the top navigation bar. You will
notice that in the page name field that a copy of the page
name you want to duplicate appears. You may choose to leave
it as such or give it a new name. You may then choose a new
client and select the features you want duplicated such as
the list of people, (however, they will not be automatically
notified about the new page), the files (graphics, URLs, etc.),
and the comments.
Once
you have customized the duplicate page, click "duplicate."
The new page will be generated and you can complete the new
page by adding new files, people, etc.
Administrators
ADMINISTRATOR
PRIVILEGES
At
the bottom of the Menu, administrators will see additional
options such as "company prefs," "user list," "client list,"
and "admin report." An administrator has the capability to
customize the web site to make it look like their own, create
a custom log-in page, add clients, add users, re-assign pages
to other page creators, and view the usage report.
CUSTOMIZATION
Q:
How do I customize ReviewManager™ to look like our corporate
web site?
A: To customize the look of your review pages, follow these
steps:
- Click
on the Company Prefs link on the bottom of your Menu
page. You may also access this page from the "prefs"
button in the top navigation bar. You will see a link at
the bottom of the page.
- Enter
the header & footer html. You may copy and paste your
current web site's header and footer html into the appropriate
fields, and edit as necessary. Note: all graphic elements
of the header and footer must be stored on your company's
web server. You cannot, for instance, upload graphics using
ReviewManager™ and then reference them in the header/footer
text.
- Set
the colors of your text, link, background, title bar, etc.
Specify web colors (e.g. #EEEEEE) or the words for the most
common colors such as "black" or "white."
- Add
your company logo(s). Logos particularly come in handy
if your company has several departments using ReviewManager™.
Your Page Creators may not choose to add your company logo
to the page if your pages are already branded by a custom
header. If you have direct access to the web server where
your logo is stored, click "Browse" and locate the logo.
If the logo should link to another web site such as your
company's home page, type in the link in the link field.
Then, click "Add." The logo will then appear in your pop-up
list of company logos when you create a new page.
ADDING
A NEW CLIENT
Q:
How do I create a new client account?
A: Click on the "client list" link at the bottom of the Menu.
The list will reflect all companies you have added as ReviewManager™
clients. Note: you will see the first 20 clients on this initial
page; once you surpass 20 client accounts, you will need to
click on the "next" link under the table of names or the "next
page" icon in the top right-hand corner of the page to see
the next list of 20 clients.
-
Click the "new client" icon in the navigation bar.
- Type
in the new client name and click "add".
- If
you are adding multiple clients at one time, click "add
next." Once you have the last client on your list,
click "add," and you will be directed back to
the completed client list.
You
can edit a client by clicking on the pencil in the right-hand
column.
Q:
How do I add a client's logo?
A: In the client list, find the name of the company you just
added. Click on the pencil in the "edit" column next to the
company name. You can then add the logo by clicking on "Browse."
Locate the logo file on your server.
Note:
Logos must be in .gif or .jpg format and should ideally be
under 35 pixels high by 200 pixels wide. Once you have added
the logo, and it has appeared on the page, hit the "done"
button to return to the menu.
THE
USER LIST
Q:
Who appears on the user list?
A: By adding someone to a page they automatically become a
user of the system and are assigned a password for security
purposes, but are not automatically added to your user list.
You must add people to your user list for them to show up
there.
Q:
How do I add people to the user list?
A: Especially if your company is new to ReviewManager™,
we recommend that you add all employees to the User List and
that you make them Page Creators. Doing so will send each
employee a New User Notification e-mail containing their password
granting them access to the system, and the ability to create
review pages.
- To
add a user, click on the "user list" link at the bottom
of the Menu.
- Click
on the "new user" icon in the navigation bar and enter the
person's e-mail address, first and last name.
- Assign
them an appropriate security level (1= standard user, 2=
page creator, 5= company admin).
As
with the client list, if you want to add multiple users at
one time, click "add next" and you will be allowed
to add several users one right after another. Once you have
added the last user on your list, click "add."
RE-ASSIGNING
PAGES
Q.
An employee has left the company. How do I re-assign those
pages to someone else?
A. Click on the "Admin Report" link at the bottom of the Menu.
Click on the pencil in the "edit" column of the user's pages
you wish to re-assign. You can check the pages you wish to
reassign, and then choose the user in the pull-down menu to
whom you wish to transfer the pages. Click "Transfer." Those
pages should appear in the new user's files. You also have
the choice of inactivating the old user on this page.
ADMIN
REPORT
Q.
What is the Admin Report?
A. As an administrator, you can keep track of the users and
the amount of storage your company is using. It also gives
you the months projected fees for usage of the ReviewManager™
system. You can keep track of all the users creating pages
and being invited to pages. In addition, it gives you the
summary of your company's ReviewManager™ plan.
About
ReviewManager™
HOW
CAN I USE IT?
Q:
What is ReviewManager™?
A: ReviewManager™ is a web-based application for quickly
sharing creative materials with clients and co-workers. With
ReviewManager™, you can securely access project materials
from anywhere with a web connection: at job sites, in airports,
hotels, production companies, even from home. Show your designs,
movies, pictures, graphics, logos, animations, and more. With
ReviewManager™, you can even put audio files up for others
to listen to. ReviewManager™ offers instant web publishing,
automatic e-mail invitations, and built-in graphic file conversion.
People who are invited to a review page can enter comments
right onto the page.
Q:
What are the advantages of ReviewManager™ over simply
sending e-mail attachments?
A: ReviewManager™ offers a much more elegant solution
than e-mail or FTP file transfers, because it uses the most
common universal interface, the web, for its basic communication.
E-mail attachments can get lost, in some cases require decoding
applications that people do not have, or get broken into unusable
partial files. ReviewManager™ provides an immediate visual
or audio presentation of the material at hand, unlike e-mail.
Additionally, media sent over e-mail cannot be streamed, as
it can over the web.
Q: Is ReviewManager™ safe? Does it allow confidentiality
to be maintained?
A: ReviewManager™ was originally designed to distribute
materials to the motion picture industry, where security is
a top requirement. Every person is assigned a unique password
to view only their review pages. No web folders are visible
through FTP or other applications. Only registered users can
publish review pages.
Q:
How does ReviewManager™ track the history of creative
material?
A: All comments appear directly on the review page with your
creative elements. Return to the page at any time to view
or print a complete chronological list of all comments received.
Q:
What file formats besides GIFs and JPGs does ReviewManager™
support?
A: All file formats can be uploaded using ReviewManager™.
Web-ready file formats can be viewed directly within the web
browser. These include HTML, QuickTime movies, Shockwave files,
RealPlayer files, AU sound files, PDF files, and more. In
addition, ReviewManager™ automatically creates a jpeg
preview of PDF, PostScript and PICT files. Thereby, any PICT
screenshot or document printed to a PostScript file can be
viewed instantly using ReviewManager™. All other file
formats retain their original structure and can easily be
downloaded.
Q:
Can I use ReviewManager™ to transfer files?
A: ReviewManager™ is designed to display or present creative
material. However, anyone who has access to a page, may download
the original file from that page.
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