Projects workspace and image comments

Projects is the Teams workspace for a shoot or job—uploads, buckets, approvals, pinned comments, and optional client delivery via share link. It requires Teams on your plan.

Staff work in the dashboard. Clients do not sign into Projects. For a quick finals vault without portal login, use Share with client. For signed-in multi-project portal access, invitations, and proofing permissions, use Portal Manager (Client delivery overview).

Prerequisites

Dashboard → Projects → open a project → Files tab

Plan: Teams enabled

What you're looking at

Bucket sidebar: folders of project files (internal vs client-visible types).

File viewer: preview with comment pins (amber = open, green = resolved).

Comment toolbar button: toggles Comment mode on the viewer.

Comments panel: threaded discussion for the selected file or pin.

Share control (dropdown): Share with client (public /p/{token} link) vs Add to portfolio (showcase on your site).

Files, buckets, and Media Library

1. Create a Projects entry for the job.
2. On the Files tab, upload from disk or attach existing items from the Media Library—attached files keep the same media record (no duplicate storage).
3. Organize into buckets (for example photographer uploads, creative direction, Final Deliverables).
4. Assign teammates on the project Team tab with roles that include comment and workflow permissions you need.

Comment mode on project files

1. Select an image or video from a bucket.
2. Click Comment in the toolbar to enter Comment mode (button shows Exit Comment Mode when active).
3. Click a spot on the image (or frame on video) to place a pin.
4. In the Add Comment dialog, enter feedback and optionally mark Internal so only staff roles see it (not client project roles).
5. Submit—the pin appears on the file; open it later to read the thread and reply.
6. Resolve threads from the comments sidebar when the retouch or crop is done.

[Comment mode ON] → click image → pin + first message
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        v
[Thread in Comments sidebar] → replies → resolve (green pin)

Threaded comments and pins

• Each pin is one thread with multiple replies.
• Hover a pin for author and preview; click to open the full thread.
• Internal threads stay visible to studio roles with internal access; use them for art-direction notes clients should not see.
• File Approve / Request revision actions (when your role allows) sit below the viewer for formal sign-off separate from comment threads.

Approve, finals, and share with client

Upload / attach → review + pins → Approve → move to Final Deliverables
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        +--> Share with client → /p/{token} vault (anyone with the link)
        |
        +--> Add to portfolio → public showcase (same media; curated)

1. Approve files that are ready for delivery (role permitting).
2. Move approved files into Final Deliverables (or the bucket you will share).
3. Open Share → Share with client → enable the public link and copy it. The URL is on your public site origin as /p/{token}.
4. Anyone with the link can open the vault—there is no separate invite email or portal account. Treat the link like a secret; disable the public link to revoke access.
5. On the share page, recipients see your site chrome, project name and notes, and a vault filtered by All | Images | Video. Opening a file opens an inspect view (preview, metadata, download where supported).
6. Images and documents download from your stored originals. Video plays as a streaming preview; master video download is not available on this share page today.
7. Add to portfolio (owner) is optional and separate: it places approved finals into a Portfolio for public showcase. It does not replace Share with client.

When to use Portal Manager instead

Use Client delivery overview when you need signed-in clients, multi-project entitlements, portal widgets, favorites submissions, or structured invites—not only a one-job share link.

Implementation steps

1. Create a project and add files (upload or Media Library attach).
2. Pin at least one comment thread between two staff accounts; resolve it and confirm the pin turns green.
3. Approve a file, move it to Final Deliverables, enable Share with client, and open the link in a private browser window.
4. Confirm stills download; confirm video plays in the inspect view.
5. Optionally Add to portfolio and confirm the asset appears without creating a second Media Library copy.
6. For portal-based proofing or multi-job client accounts, continue in Portal Manager.

Verifying your setup

• Projects is available on your plan.
• Comment mode creates visible pins and sidebar threads.
• Internal vs client-visible comments match your studio policy.
• Share link opens the vault without a portal login; disabling the link revokes it.
• You know when to use project share vs Portal Manager.