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  • What are Managers?

    📌 For new updates, please read What is the role of a "Manager"? A manager in you organization can help keep your projects organized. Managers in zipBoard have control over everything on the project

  • What’s the difference between Super Admin, Admin, Manager, Collaborator, Client, Guest Collaborator and Reviewer?

    Welcome to our Help Center, your go-to resource for understanding and mastering your role within the organization's platform. Whether you're an Org Admin with overarching control or a Collaborator

  • How Can Tags be Managed Better with Enterprise Account?

    With an enterprise account, owners have an extra level of control while defining organization tags. They can choose if they wish only the tags created by them to be used across the organization.

  • New & Improved: The Upgraded zipBoard PDF Markup Experience

    We’ve overhauled our PDF engine to provide a smoother, faster, and more secure way to review documents. This update isn’t just a visual upgrade; it’s a move to a more stable framework designed to

  • zipBoard for Beta testing

    zipBoard is great for testing out products during the beta board in a software development cycle. The aim of the beta board is to let a small group of the target audience sample the product and

  • How Does zipBoard Help me Build Better Products?

    Ease of Use: With zipBoard, you can simply add your staging URL or upload your SCORM files/images/videos/pdf and it will let you run the product as if in an actual browser window. You can take

  • Managing Your Procore + zipBoard Integration: Project Sync, Permissions, and What’s Next

    Once you've set up the Procore integration with zipBoard, it's important to know how to manage and customize your settings to fit your workflow. This guide walks you through key integration

  • What are different types of content created using authoring tools does zipboard support for adding live annotations?

    Zipboard support the following content created authoring tools Gomo: Yes zipboard support for adding live annotations for the courses/content created using gomo authoring tool Captivate: Yes zipboard

  • How can I set up Review Cycles in zipBoard

    Setting up review cycles in zipBoard can be done using boards and by following these steps: 1. Create boards that indicate each step in your review cycle 2. Arrange the boards to reflect the

  • How does the New Updates button differ from the zipBoard email notification?

    When collaborating on shared media and documents in zipBoard, zipBoard provides two complementary ways to track changes: the in-app "New Updates" button and automated email notifications. The New

  • Getting Started with zipBoard: For Web Designers

    Getting Started with zipBoard: For Web Designers Web design projects often involve multiple stakeholders, feedback cycles, and the need to track changes efficiently. zipBoard simplifies this by

  • How do I Work with Clients in zipBoard?

    When creating digital content for clients, it’s important to focus on sharing only the relevant details to avoid overwhelming them with unnecessary project information. Clients typically aren’t

  • Getting Started with the zipBoard Outlook Plugin

    Managing tasks and projects can be challenging, especially when you constantly need to switch between different applications. This fragmentation often leads to missed tasks, decreased productivity,

  • Managing the Project Dashboard

    📌 For new updates, please watch this video. The Project Dashboard in zipBoard provides a comprehensive view of your project, enabling you to manage tasks, content, and collaborate with your team

  • How to find the documents and digital assets you need in zipBoard?

    Never waste time hunting for files again! zipBoard's robust search and organization features ensure you can effortlessly locate any document or digital asset within your projects. This guide will

  • Managing Task Types in Your Project

    In zipBoard, efficient task management is critical to ensuring smooth workflows. By managing your task types—whether adding, editing, or deleting them—you can tailor your project structure to your

  • Managing Guest Reviewer Notifications and Access in zipbBoard

    In zipBoard, guest reviewers play a crucial role in providing feedback and insights on projects without needing an account. However, managing their notifications and access can sometimes be

  • How to Use AI-Powered Autotagging for Tasks

    Efficient task management requires consistent tagging for easy organization and quick access. However, manually adding tags can be repetitive, especially when managing multiple projects with numerous

  • How to Auto-Tag Files

    Managing files within projects can become challenging when they pile up and lack clear organization. Finding the right file in the middle of a busy project is crucial, yet manually tagging each one

  • Managing Share Links

    📌 For new updates, please read this help article. So you've shared a file with your external collaborators but can't remember which permission level you sent to who. There's an easy way to manage

  • A Guide to zipBoard's Task List

    zipBoard's task list empowers you to manage your projects efficiently. This comprehensive overview will guide you through adding tasks, organizing your workload, and utilizing filters for a clear

  • Different Share Link Options

    Easily share files with external stakeholders while maintaining controlled access and efficient collaboration. zipBoard allows you to set custom permissions based on different roles, ensuring a

  • Customizing Statuses at the Project Level

    Previously, users were limited to adding and managing task statuses only at the organization level. This constraint often led to a lack of flexibility in adapting statuses to the unique requirements

  • Why We Require Email Validation & How to Complete It

    Understanding Email Validation When you sign up for zipBoard or accept a project invitation, we ask you to verify your email address before continuing. This quick step helps us protect your account

  • Creating a Project in zipBoard

    Creating a project in zipBoard is quick and flexible — you can either use a Custom Project Template tailored to your industry, or build your project from scratch. The setup process allows you to add

  • Getting Started as Project Managers

    Managers in the context of zipBoard are key members of an organization responsible for various aspects of project management and coordination. Here are the primary responsibilities and tasks

  • Construction Template for Document Reviews

    Managing construction documents across multiple stakeholders—contractors, architects, engineers, and project managers—can be chaotic. Delays in submittals, RFIs, and approvals often lead to cost

  • How to Review a PDF via a Share Link

    Reviewing PDFs over email leads to version confusion, missed comments, and slow approvals. With a shared review link, you can review a PDF online, add comments in real time, and collaborate with

  • How do I let a client mark up a drawing without making them create an account?

    You can allow a client to mark up a drawing without forcing them to create an account by using "Guest Reviewer" in zipBoard. By sharing a direct link to the content, the client is prompted only to

  • Troubleshooting Adobe Acrobat Shared Review: Server Errors, Crashes, and What They Mean

    Adobe Acrobat’s older shared review workflow depends on an internal server, a SharePoint library, a WebDAV server, or a network folder, that your organization sets up and hosts. Most of the errors

  • How Do I Automate Drawing Approval Reminders?

    The easiest way to automate drawing approval reminders is by setting up automated workflow notifications within a centralized, browser-based collaboration platform like zipBoard. By moving your shop

  • How to Invite Clients & Users to Review a Website (No Login Needed)

    When clients and stakeholders have to sign up, create passwords, or learn a new tool just to leave feedback, it slows everything down. With zipBoard, you can invite clients and users to review your

  • Streamlining PDF Collaboration with our Latest Tools!

    Welcome to the future of collaboration with zipBoard! We're committed to empowering users with the latest tools and features designed to enhance your workflow. In the past, users faced challenges

  • Does zipBoard show real-time updates on comments?

    Yes. When you or a collaborator makes a change on a shared asset, a green "New Updates" button appears for anyone else viewing that same asset letting them pull in the latest activity without

  • What is the Message Feature in zipBoard?

    The message feature in zipBoard is a way to communicate with collaborators, and clients (only for Enterprise plan). Select the project

  • Can non-admins use templates once created?

    Different roles in zipBoard have different levels of access and permissions. Answer Yes, non-admins can use templates to create new projects, as long as they have permission to create projects. No,

  • Why do I Need to Integrate zipBoard with LambdaTest?

    zipBoard is an online collaboration, visual feedback and issue tracking tool. While LambdaTest is a cloud-based cross-browser testing platform that helps enterprises run web automation tests at scale

  • API Authentication and URI Structure

    Welcome to the zipBoard platform REST API reference. This API is essential for connecting remotely with zipBoard, regardless of whether you are building an application, scripting interactions with

  • How Secure is zipBoard?

    At zipBoard, we treat your data with the same level of care you do. zipBoard is architected to support secure collaboration for teams handling sensitive content, regulated processes, and complex

  • Workflow of Collaborators

    📌 For new updates, please read Getting Started as a Collaborator. Collaborators in the context of zipBoard are individuals who actively participate in projects and contribute to various

  • Workflow for all zipBoard Users

    📌 For new updates, Complete Workflow for all zipBoard Users In the fast-paced landscape of project management and collaboration, maintaining clarity and efficiency can be a daunting task, especially