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116 articles found

• Can I share a view-only link for reviewers in construction drawing approval?

  To ensure timely approvals, zipBoard allows you to share project files via View-Only Links. This feature eliminates Login Friction, allowing external stakeholders, such as clients, consultants, and

• What is the best free alternative to Bluebeam for simple markups?

  If you are looking for a simple, cost-effective alternative to Bluebeam for basic PDF markups and construction drawing review, the best alternative is zipBoard, a web-based lightweight collaboration

• How Do I Automate Documentation Approval Reminders for Construction Teams?

  The easiest way to automate documentation approval reminders for engineering teams is to set up rule-based workflow notifications within a centralized, browser-first platform like zipBoard. By

• Setting Up and Managing the Procore Integration in zipBoard

  AEC Teams rely on multiple software solutions to manage their construction workflows effectively. To streamline operations and reduce manual effort, zipBoard offers integrations with various tools,

• How Do I Track Documentation Approvals Without Using a Massive Spreadsheet?

  The easiest way to track documentation approvals without a massive spreadsheet is by moving your tracking out of static rows and into a dynamic, browser-first task management dashboard like zipBoard.

• How to Use zipBoard for Design and Document Reviews (Step-by-Step Guide)

  Welcome to Zipboard! This guide walks you through the essentials so you can start collaborating with your team and clients right away. Whether you're reviewing designs, collecting feedback, or

• How to Align Remote Teams on Complex Review Process

  Aligning a remote team on a complex review process requires moving from scattered communication to a centralized, permission-based collaboration hub. By inviting stakeholders directly into a specific

• How can I manage user roles better with enterprise accounts?

  zipBoard Enterprise lets teams create advanced roles to separate internal and external functions. An organization, project, or a specific link can have 5 primary roles: Org Admin/Super Admin: The org

• How to Review Multi-Language SCORM Courses Online (Articulate Storyline Guide)

  Reviewing SCORM or Storyline courses can be difficult when stakeholders must download files or install LMS players. This guide shows how to review multilingual SCORM courses online, switch languages,

• eLearning course QA checklist: what to check before launch (and how to run it in zipBoard)

  A course QA pass catches the problems learners would otherwise report: broken links, wrong answers, typos, narration that doesn't match the screen, and screens that break on a phone. Use the

• How to Streamline Your Workflow Using Status Filters in zipBoard

  Managing project tasks can be overwhelming, with multiple moving parts and statuses to track. Whether handling completed tasks, ongoing reviews, or urgent assignments, efficiently filtering statuses

• How to Get Feedback from Guests in zipBoard?

  Collecting feedback from guests and external reviewers in zipBoard is quick and effortless. You can share a file using a link and control permissions to ensure the right level of access. 1️⃣

• How to Enable Camera and Microphone Access

  Camera and video access is essential for various online activities such as video conferencing, live streaming, and more. This guide will walk you through the steps to enable camera and video access

• How do I share my website, PDF file, HTML / SCORM file, images or video for commenting?

  Experience seamless collaboration on a variety of content formats with zipBoard! Whether you need to share a website, PDF, HTML/SCORM content, images, MP3s, or videos, zipBoard makes it simple and

• What Do the Due Date Colors Mean in zipBoard Assets?

  zipBoard uses color-coded date indicators to help you quickly track asset overdue deadlines, manage pending approvals, and stay on top of your schedule. These color indicators appear directly on the

• What to do if comments aren't updating live?

  If the New Updates button isn't appearing even though you know a collaborator has added a comment, try a manual page reload first — a few common issues can interrupt update detection. While the "New

• 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

• 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

• Power of Tags: A Comprehensive Guide

  Tags in zipBoard let you label files (uploads) and tasks so you can find, filter and report on them faster. Managers and organization owners edit tags under Manage Org, you can tag uploads and Kanban

• 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

• 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

• Understanding Client Role in zipBoard

  A Client is an external stakeholder, such as a customer, SME or executive, whom you add to a zipBoard project to review content and give feedback without seeing your internal tasks and discussions.

• 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

• 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 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

• Different Share Link Options

  Share links let clients and guests review a specific file in zipBoard without full project access. When you create a link from the file's Share button, you choose its permissions (require

• How to Search and Review Files Across All Projects in zipBoard

  To search and review files across all projects using the Global Asset View, use the All Assets tab to browse or search your global asset library across projects, and use the My Work tab to track your

• What Is a Mandatory Reviewer in zipBoard? (vs. Collaborators)

  A Mandatory Reviewer is a person you add to an asset's Reviewers section because their sign-off is required. They get an email, and the asset appears in their My Work → Needs my review list until

• What is the role of a "Manager"?

  A Manager is an organization-level role that can create and manage projects, add people to them, upload and review files, and create and assign tasks. Only the organization's project owner can add

• 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

• 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

• Getting Started with zipBoard: A Workflow for Everyone

  To get started with zipBoard, create a project, upload your content, add collaborators, share files with guests for feedback, and turn that feedback into prioritized, assigned tasks you can move

• 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

• 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

• 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

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

  zipBoard has internal roles (Super Admin, Admin, Manager and Collaborator) that work inside your organization, and external roles (Clients and guests using share links) that review content without

• Customizing Your Task Types in zipBoard

  In zipBoard, you can customize a project's task types by creating new ones, setting the default, and deleting the ones you don't need. Task types can't be edited, so to change one, delete it and add

• Managing the Project Dashboard

  The zipBoard project dashboard gives you one view of your project, where you manage tasks, content, feedback, collaborators, and settings. This guide explains each tab of the project menu and how to

• 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

• Customizing Statuses at the Project Level

  In zipBoard, you can create and manage task statuses for each project, not just at the organization level. Open the project, click Statuses in the left-hand menu (below the boards), and add statuses

• 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

• 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

• What makes zipBoard different?

  zipBoard is a visual review and bug tracking project management tool. It stands apart by combining visual feedback, review of many content types in one place, task management, unlimited

• 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. Watch a short walkthrough of

• How Secure is zipBoard?

  zipBoard is hosted on Amazon Web Services (AWS), encrypts all data in transit, and restricts access to the people each customer invites. Enterprise customers can add single sign-on, choose where data

• 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

• zipBoard API: Connect zipBoard to Your Own Systems

  Use the zipBoard API to put zipBoard's review and markup layer inside the systems your team already runs: SAP or another ERP, a document management system, your project tools, or your reporting

• 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 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