Disruption, Incentivise, Synergy, Twerking, to survive today's digital landscape you have to keep up with the terminology. With the introduction of portals, you might notice some new terms being used on our website, so let's get familiar with the terminology and show that you can hang with the cool kids.
A portal is a collection of reviews. You can create a separate portal for each project you are working on and add multiple reviews within each portal. You can share a portal if desired via the link or share your review separately. With a WeTransfer Pro subscription you can create 1 portal and with a WeTransfer Premium subscription you can create an unlimited amount of portals.
A review is a page that you create to share your creative assets with your clients and collaborators. You can explain your work, request favorites or approval, and discuss feedback with comments. A review can be accessed with a direct link or through the portal it's part of.
When setting up a review you have the option to request what action is necessary from your clients. You can request reviewers to either 'Favorite items'; make a selection of all their favorites, or 'Approve items'; sign off on the work ✔️. You can choose to set an action, but this is not necessary.
From the settings menu in the editor, comments and downloads on your review can be toggled on or off. Depending on your setting this will allow or prevent your reviewers to comment on or download your items.
You can set a due date and time. Assigned reviewers who haven't completed their review will receive an email notification when the due date is, so no more missed deadlines.
Your review can be assigned to anyone you want and you can have as many assignees as you need. Once you've added their email address and publish the review, anyone assigned receives an invite to the review and a due date reminder by email.
Any digital content uploaded to your review, such as photos, videos, PDF documents, Paste® decks, and Collect boards.
Once you hit publish, your review is published (yay!) and with that the review link will be sent to the assignees.
Next to publishing your review to share it with the assignees, you can also share your review with the share button in two ways:
1) You can get a review link and manually share that with others. Everyone with the link can favorite, comment and download. or
2) You can send the review link by email. In this view you'll see a list of who has already been invited to this review.