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How to's
How to's
Step-by-step explanations of how to use Swivle and perform common tasks
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32 articles in this collection
Written by
Jouke Jongsma
and
Maarten van Kleinwee
Working with files
Placing files under embargo
This article explains how to place files under embargo and release them at a certain date.
Written by
Jouke Jongsma
Updated over a week ago
Searching for files using Swivle
This article describes the various ways in which files can be found in Swivle by using Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Searching for files using the Brand portal
This article describes the various ways in which files can be found in Swivle by using the Brand portal.
Written by
Jouke Jongsma
Updated over a week ago
Working on multiple files in batch in the Brand portal
This article describes how to apply actions to files in batch in the Brand portal by first adding them to the Basket.
Written by
Jouke Jongsma
Updated over a week ago
Downloading files and folders
Learn how to download files and folders from Swivle to your local machine.
Written by
Jouke Jongsma
Updated over a week ago
Working with file versions and file history
This article explains how file versions and file history let you keep track of changes and how to revert them when necessary.
Written by
Jouke Jongsma
Updated over a week ago
Creating and managing Collections
Learn how to use Collections in Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Enriching your files with metadata to easily categorize and find your files
Metadata are vital in digital asset management. Learn here how to work with metadata in Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Previewing multiple files at the same time
Written by
Jouke Jongsma
Updated over a week ago
Managing Search Presets
This article describes how to set up and manage often used searches and how to make them available to users.
Written by
Jouke Jongsma
Updated over a week ago
Sharing & collaborating
Sharing files with others using Swivle
This articles describes how to easily share files using Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Sharing Bookmarks in Swivle
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Written by
Maarten van Kleinwee
Updated over a week ago
Sharing files with others using the Brand portal
This articles describes how to easily share files using the Brand portal.
Written by
Jouke Jongsma
Updated over a week ago
Requesting someone to upload files using Swivle
Collaborate with external contributors such as photographers and designers by allowing them to upload files into Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Sharing your files using a public or password protected Portal
Create a public or private portal with Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Promoting Collections or folders on your Portal homepage
Add a header and promote items on your Portal homepage.
Written by
Jouke Jongsma
Updated over a week ago
Editing your files
Editing files (the check-out and check-in concept)
This article explains how to work on or edit a file that is stored in Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Working with Swivle Agent
This article describes in detail how to work with Swivle Agent to check out, edit, and check in your files.
Written by
Jouke Jongsma
Updated over a week ago
The Classic Check-out / Check-in workflow
This article describes how files can be checked-out and checked-in without the need for installing any additional tools.
Written by
Jouke Jongsma
Updated over a week ago
Administrator: configuring Swivle
Inviting a user
Learn how to invite a new user to Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Adding a user group
This article explains how to add a new user group.
Written by
Jouke Jongsma
Updated over a week ago
Controlling user access by setting up Rules
This article explains how users can be granted or denied access to files by setting up Rules.
Written by
Jouke Jongsma
Updated over a week ago
Setting up Download presets
Help your users save time by saving often-used custom download settings as presets.
Written by
Jouke Jongsma
Updated over a week ago
Managing admin users in Swivle
Learn how to assign and remove admin rights to Swivle users.
Written by
Jouke Jongsma
Updated over a week ago
Managing metadata fields
Learn how to modify existing metadata fields and create custom fields
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Written by
Maarten van Kleinwee
Updated over a week ago
Adding additional licenses to Swivle
Learn how to increase the number of user licenses in Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Managing Portals
Learn how to manage Portals to promote your content
Written by
Jouke Jongsma
Updated over a week ago
Swivle for InDesign
Tracking files placed on InDesign layouts
Learn how to see which files are placed on a layout in Swivle.
Written by
Jouke Jongsma
Updated over a week ago
Placing files from Swivle on an InDesign layout
Learn here how to directly place files from Swivle onto a layout.
Written by
Jouke Jongsma
Updated over a week ago
Managing cached files in Swivle for InDesign
This article describe how cached files are handled in Swivle for InDesign.
Written by
Jouke Jongsma
Updated over a week ago
Uninstalling Swivle for InDesign
This article describes how to uninstall Swivle for InDesign.
Written by
Jouke Jongsma
Updated over a week ago
Swivle for mobile devices
Viewing shared links on mobile now has an optimized experience
We are happy to announce that all mobile users who visit Swivle shared links now have an optimized experience.
Written by
Jouke Jongsma
Updated over a week ago