How to upload images/mocks to zipBoard and get live feedback from people?

πŸ“Œ For new updates, please read Complete Workflow for all zipBoard Users



Uploading and getting feedback using zipBoard is very easy once you follow these few simple steps(or watch this video tutorial)!

  1. Go to the Files and URLs section using the side panel 

2. Now, in order to upload an image/mock/file/link, you have to click on the β€˜ADD’ button.

Select the type of file that you wish to review. For this tutorial, we would be using a Website.

3. Give a name and description to your website and add URL and click 'ADD'

4. Voila! Your website has successfully been added! Now in order to share it with your client, collaborator or user, click on the β€˜Share’ button.

5. Here you have the option to create custom share links for people to review. You can require them to signup and login to review, let them view all the boards/reviews, or add new boards/reviews. 

6. For our scenario, we want to get the feedback from the user without any need to signup/login, so we give them permission to add new boards/reviews. This generates a share link which we will be copying and sending it to our users. 

7. Please note that you can also use the send by email feature to send the links to your clients, collaborators or users!

Once the user opens this link on his own computer, he is asked for his name and email id.

8. Upon entering the details, the user is now able to give feedback with the help of our toolbar.

9.The user can now click at any spot where he wants to give feedback! Easy!

Do Reviewers Have to Verify Email When Signing Up/Login?

If the clients and users are required to login, they have to verify their account by following these 4 simple steps.

Step 1 β€” Sign Up or Accept an Invitation

When you create a new zipBoard account or click an invitation link from a teammate, you'll be prompted to enter your email address and set a password. Once you submit the form, zipBoard automatically sends a verification email to the address you provided.


Step 2 β€” Check Your Inbox

Open the inbox for the email address you used during sign-up. Look for an email from zipBoard with the subject line similar to "Verify your email address" or "Confirm your zipBoard account". The email typically arrives within 1–2 minutes.

πŸ’‘ Tip: If you don't see it in your primary inbox, check your SpamJunk, or Promotions folder. Corporate email systems and filters sometimes route automated emails there.

Open the email and click the "Verify Email" button or link. This will open a browser tab confirming that your email has been successfully validated.

Note: To prevent our mail servers from being overwhelmed, there is a 30-second cooldown on this button. If it is greyed out, simply wait for the countdown to hit zero to try again.

Step 4 β€” Start Using zipBoard

That's it! Once verified, you have full access to your zipBoard account. You can now create projects, annotate files, collaborate with your team, and receive all notifications.red          route to be as simple and frictionless as possible.  Here is a breakdown of the key elements you’ll see:

If you receive a strange zipBoard Link from an unknown account or you encountered a potential phising link, kindly report it to us at support@zipboard.co

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