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How to's

How to's

Step-by-step explanations of how to use Swivle and perform common tasks

Working with files

Placing files under embargo

Searching for files using Swivle

Searching for files using the Brand portal

Working on multiple files in batch in the Brand portal

Downloading files and folders

Working with file versions and file history

Creating and managing Collections

Enriching your files with metadata to easily categorize and find your files

Creating a Metadata report

Previewing multiple files at the same time

Managing Search Presets

Sharing & collaborating

Sharing files with others using Swivle

Sharing Bookmarks in Swivle

Sharing files with others using the Brand portal

Requesting someone to upload files using Swivle

Sharing your files using a public or password protected Portal

Promoting Collections or folders on your Portal homepage

Editing your files

Editing files (the check-out and check-in concept)

Working with Swivle Agent

The Classic Check-out / Check-in workflow

Administrator: configuring Swivle

Inviting a user

Adding a user group

Controlling user access by setting up Rules

Setting up Download presets

Managing admin users in Swivle

Managing metadata fields

Adding additional licenses to Swivle

Managing Portals

Swivle for InDesign

Tracking files placed on InDesign layouts

Placing files from Swivle on an InDesign layout

Managing cached files in Swivle for InDesign

Uninstalling Swivle for InDesign

Swivle for mobile devices

Viewing shared links on mobile now has an optimized experience