User Guide
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For Agency
  • en-us
    • AgencyHandy User Guide - For Agency
      • Introduction of AgencyHandy
        • Why should you choose Agency Handy?
        • Who is it for?
        • What are the benefits?
        • How does it differentiate itself from others?
        • Plans & Pricing
      • Account Verification
      • Sign Up
      • Log in
      • Accessing the Main Interface
      • Workspace Config
        • Set up General Settings
        • Set Up Appearance
        • Set Up Custom Domain
          • AgencyHandy Hosting with Cloudflare
          • Agency Handy Hosting with Namecheap
        • Set Up Sign-In Portal
        • Set Up Sign-Up Portal
        • Set Up Emails
          • Setup Email Address
          • Setup SMTP
          • Email Template Configuration
          • Sending a Test Email
        • Tax Rates
        • SEO Portal
      • Resetting Password
      • Setting Multiple Workspace
        • Create a new Workspace in AgencyHandy
        • Deleting a Workspace in AgencyHandy
      • Services
        • Create a Service with Multiple Packages, Default Tasks & FAQs
        • Edit/Update a Service
        • Delete a Service
        • Add-on Setup in Services
        • Multiple Pricing and Multiple Packages
        • Create Multiple Service Group
        • Service Configurations
        • Setting the Trial Period for a Service
        • Setting Default Tasks for a Service
        • Setting up a Setup Fee
        • Coupon System
        • Portfolio
        • User Review
      • CRM
        • Clients
          • Create Clients Profile
          • Import Clients
          • Export Clients
          • Client Configuration
          • Edit a Client Profile
          • Delete a Client Profile
          • Manage Client's Recent Order
          • Manage Client's Recent Ticket
          • Manage Client's Recent Invoices
          • Create Client Group
        • Lead Management
      • Orders
        • Create an Order
        • Edit/Update an Order
        • Create Tasks in an Order
          • Task Modal/Activity Page Manage
          • Edit Task in an Order
          • Delete Task from an Order
          • Time Tracking
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
        • Delete an Order
      • Subscription
        • Subscription Management & Recurring Billing in Agency Handy
        • Common Subscription Use Cases
        • Automatic Invoice Generation
        • Subscription Filter, Search, and Sorting
        • Reminder on Subscription
        • How Stripe Generates Subscription Payments for Agency Handy
        • How PayPal Generates Subscription Payments for Agency Handy
      • Forms
        • Order Form
        • Intake Form
        • Public Forms
      • Proposal
        • Proposal Dashboard
          • Send a Proposal
          • Accept a Proposal
          • Reject a Proposal
        • Sending a Proposal with Specific Package
      • Tickets
        • Ticket Dashboard
          • Create a Ticket
          • Edit a Ticket
          • Delete a Ticket
      • Teams
        • Team Dashboard
          • Invite & Add a Team Member
          • Set Role & Permission for Team Members
          • Remove Team Member
      • Invoices
        • Invoice Dashboard
          • Invoice Settings
            • Invoice prefix
          • Create an Invoice
          • Edit an Invoice
          • Delete an Invoice
          • Download/Print an Invoice
          • Send an Invoice to a Client
          • Export Invoice
        • Wise Support in Manual Subscription Invoices
        • Reminder on Invoice
      • Integration
        • Integrating Stipe
        • Setting up PayPal
        • Webhook Management
          • How to use/create Webhook
          • Authenticating Webhooks
          • Testing Webhook Event
      • Embedded Applications in Agency Handy
      • Files
        • Manage Files in Order Task
        • File Feedback
      • User Policy of AgencyHandy
      • Settings
        • Setting Up Profile
        • Manage Subscription
          • Viewing Plan Summary
        • Redeem Promotion Code
      • API Integration Guide
        • 🚀 Create a New Lead Using API
        • 👨‍🔬Create a New Client
  • French
    • Guide d'utilisation d'AgencyHandy – Pour les agences
      • Présentation d’AgencyHandy
        • Pourquoi choisir AgencyHandy ?
        • À qui s’adresse AgencyHandy ?
        • Quels sont les avantages d’AgencyHandy ?
        • Qu’est-ce qui distingue AgencyHandy des autres solutions ?
        • Plans et Tarifs – AgencyHandy
      • Inscription – AgencyHandy
      • Vérification de compte – AgencyHandy
      • Connexion – AgencyHandy
      • Accès à l’interface principale – AgencyHandy
      • Configuration de l’Espace de Travail – AgencyHandy
        • Configurer les Paramètres Généraux – AgencyHandy
        • Configurer l’Apparence – AgencyHandy
        • Configurer un Domaine Personnalisé – AgencyHandy
          • Hébergement d’AgencyHandy avec Cloudflare – Guide Complet
          • Hébergement d’AgencyHandy avec Namecheap – Guide Complet
        • Gestion des Taux de Taxe
      • Configurer le Portail de Connexion – AgencyHandy
      • Configurer les Emails – AgencyHandy
        • Configurer une Adresse Email dans AgencyHandy – Guide Étape par Étape
        • Configurer SMTP dans AgencyHandy – Guide Complet
        • Configurer les Modèles d’Email – AgencyHandy
        • Envoyer un Email de Test – AgencyHandy
      • Réinitialiser le mot de passe – AgencyHandy
      • Créer et Gérer Plusieurs Espaces de Travail – AgencyHandy
        • Créer un Nouvel Espace de Travail dans AgencyHandy – Guide Étape par Étape
        • Supprimer un Espace de Travail dans AgencyHandy – Guide Complet
      • Fonctionnalité “Services” – AgencyHandy
        • Créer un Service avec Plusieurs Forfaits, Tâches Par Défaut & FAQ – Guide Complet (AgencyHandy)
        • Modifier/Mise à jour d’un Service
        • Supprimer un Service
        • Configuration des Add-ons dans les Services – AgencyHandy
        • Options de Tarification Multiple & Forfaits Multiples – Guide Complet (AgencyHandy)
        • Créer un Groupe de Services Multiples – AgencyHandy
        • Configuration des Services – AgencyHandy
        • Définir une Période d’Essai pour un Service – AgencyHandy
        • Définir des Tâches Par Défaut pour un Service – AgencyHandy
        • Configurer des Frais de Mise en Service (Setup Fee) – AgencyHandy
        • Système de Coupons – AgencyHandy
        • Fonctionnalité Portfolio – AgencyHandy
        • Fonctionnalité Avis Utilisateur (User Review) – AgencyHandy
      • Fonctionnalité CRM – AgencyHandy
        • Fonctionnalité Clients – AgencyHandy
          • Créer un Profil Client – AgencyHandy
          • Importer des Clients – AgencyHandy
          • Exporter des Clients – AgencyHandy
          • Configuration Client – AgencyHandy
          • Modifier un Profil Client – AgencyHandy
          • Supprimer un Profil Client – AgencyHandy
          • Gérer les Commandes Récentes d’un Client – AgencyHandy
          • Gérer les Tickets Récents d’un Client – AgencyHandy
          • Gérer les Factures Récentes d’un Client – AgencyHandy
          • Créer un Groupe de Clients – AgencyHandy
        • Gestion des Prospects (Lead Management) – AgencyHandy
      • Commandes (Orders) – AgencyHandy
        • Créer une Commande – AgencyHandy
        • Modifier / Mettre à jour une Commande – AgencyHandy
        • Créer des Tâches dans une Commande – AgencyHandy
          • Gestion de la Fenêtre Modale de Tâche / Page d’Activité – AgencyHandy
          • Modifier une Tâche dans une Commande – AgencyHandy
          • Supprimer une Tâche d’une Commande – AgencyHandy
        • Créer une Commande Manuelle pour des Services Non Publiés – AgencyHandy
        • Création de Tâche par le Client – AgencyHandy
        • Prise en charge des modules complémentaires dans les commandes manuelles
        • Supprimer une commande
      • Abonnement
        • Gestion des abonnements & facturation récurrente dans Agency Handy
        • Cas d’usage communs — Gestion des abonnements dans Agency Handy
        • Génération Automatique de Factures
        • Filtrage, Recherche et Tri des Abonnements
        • Rappel d’Abonnement dans AgencyHandy
        • Comment Stripe Génère les Paiements d’Abonnement pour Agency Handy
        • Comment PayPal Génère les Paiements d’Abonnement pour Agency Handy
      • Formulaires
        • Formulaire de Commande
        • Formulaire de Prise d'Informations (Intake Form)
        • Formulaires Publics
      • Proposition
        • Tableau de bord des propositions
          • Envoyer une proposition
          • Accepter une proposition
          • Rejeter une proposition
        • Envoyer une proposition avec un forfait spécifique
      • Tickets
        • Tableau de bord des tickets
          • Créer un ticket
          • Modifier un ticket
          • Supprimer un ticket
      • Équipes
        • Tableau de bord de l’équipe
          • Inviter et Ajouter un Membre de l’Équipe
          • Définir les Rôles et Permissions pour les Membres de l’Équipe
        • Supprimer un Membre de l'Équipe
      • Facturation & Gestion des Factures
        • Tableau de Bord des Factures
          • Paramètres des Factures
            • Préfixe de Facture
          • Créer une Facture
          • Modifier une Facture
          • Supprimer une Facture
          • Télécharger / 🖨️ Imprimer une Facture
          • Envoyer une Facture à un Client
          • Exporter des Factures
        • Support de Wise dans les Factures d’Abonnement Manuel
        • Rappel de Facture
      • Intégration
        • Intégration de Stripe
        • Configuration de PayPal
        • Gestion des Webhooks
          • Comment créer et utiliser un Webhook
          • Authentification des Webhooks
          • Tester un Événement Webhook
      • Applications Intégrées dans Agency Handy
      • Fichiers
        • Gérer les fichiers dans les tâches liées à une commande
        • Commentaires sur les Fichiers
      • Paramètres
        • Configuration du Profil
        • Gérer l’Abonnement
          • Voir le Résumé du Plan
        • Utiliser un Code Promotionnel
  • FAQ
    • Workspace Config - Set up General Settings
    • Workspace Config - Appearance Settings
    • Workspace Config - Custom Domain Setup
    • Workspace Config - Sign-In Portal Customization
    • Workspace Config - Sign-Up Portal Customization
    • Workspace Config - Email Configuration
    • Tax Rates
    • SEO Portal
    • Multiple Workspaces
    • Creating a Service with Multiple Packages
    • Creating a Service with Multiple Packages, Default Tasks
    • Edit/Update a Service in AgencyHandy
    • Add-on Setup in Services
    • Multiple Pricing and Multiple Packages
    • Create Multiple Service Groups
    • Service Configurations
    • Setting the Trial Period for a Service
    • Setting Default Tasks for a Service
    • Setting up a Setup Fee
    • Coupon System
    • Portfolio
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  1. en-us
  2. AgencyHandy User Guide - For Agency
  3. Files

File Feedback

PreviousManage Files in Order TaskNextUser Policy of AgencyHandy

Last updated 5 months ago

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The File Feedback feature in AgencyHandy allows users to provide targeted feedback on images, PDFs, and videos attached to tasks and orders. It supports file versioning, enables comments to be marked as resolved, and ensures streamlined collaboration through feedback tracking across file iterations.

What:

This feature enables users to upload, comment, and manage feedback on specific files while maintaining a version history for effective collaboration and task management.

Purpose:

  • Ensure clear and actionable feedback on file attachments.

  • Enable precise feedback for specific sections or timestamps.

  • Facilitate collaboration with versioning and comment resolution.

Pre-conditions:

  • Users must have access to tasks or orders with file attachments.

  • Users must have the appropriate roles (Super Admin, Admin, PM, or Client) to provide, manage, or resolve comments.

  • Files must be uploaded as attachments to tasks or orders.


Steps to Use:

  1. Log In to Your AgencyHandy Account:

    • Access your account using your credentials.

  2. Navigate to the File Section:

    • Click on the File Section from the left-hand column to view uploaded files or create a folder to attach new ones.

  3. Access Files:

    • Locate files attached to tasks/orders.

    • You can create a folder, upload files, or access previously uploaded files.

  4. Provide Feedback:

    • For Images and PDFs:

      • Open the file and use tools (Arrow, Line, Rectangle) to highlight specific sections.

      • Add comments by selecting the desired area and typing your feedback.

      • You can undo or redo an action using the undo and redo button.

      • You can also change the arrow's color by clicking the color button.

    • For Videos:

      • Pause the video and add time-stamped comments.

      • Optionally, hide timestamps for general feedback.

      • The video will pause automatically when typing feedback.

  5. Annote with Comment:

    • Click the annotation buttons and choose your annotated spot with the tools.

    • A comment box will be visible in the right-hand corner.

    • Click it and write a comment.

    • Choose whether to share it with the team or the client only. Save it.

  6. 3-Dot button Action:

    • Click the "Edit" button to edit more in the file.

    • Click the "Copy" button to copy the reply.

    • Click the "Delete" button to delete the comment.

    • Click the "Team Only" button to access the file by team only.

  7. Resolve Comments:

    • Click the Tick button to mark comments as "Resolved."

    • Resolved comments remain visible with a "Resolved" tag and can be reopened if necessary.

  8. Manage File Versions:

    • Upload a revised file version by clicking "Upload New Version."

    • Retain all previous versions and their feedback.

    • Use the version dropdown to navigate and view feedback for specific versions.

  9. Review File Versions:

    • Review a file through the "Need Review" or "Approved button".

    • Click the Update button to confirm your action.

  10. Search All Comments:

    • Click the "Search" button at the right corner.

    • Write the entire/partial of the comment you want to search in the search box, and the comment will be highlighted.


Important Notes:

  • The client can see and provide annotation with feedback only if the client review is enabled.

  • File viewer and Feedback can be accessed from those places where task viewer is added.

  • You can increase and decrease the eraser size.

  • No one can provide any annotation without commenting. So, you must comment if you annotate something.

  • Approve or Request Changes:

    • For Files:

      • Super Admins, Admins, PMs, and clients can mark files as "Needs Review" or "Approved."

      • Notifications will be sent when these actions are taken.

  • Commenting Rules:

    • Comments are version-specific.

    • Users with access to the file can be mentioned in comments.

    • Clients can only be mentioned if "Client Review" is enabled.

    • Comments can be edited or deleted by the commenter, Super Admin, or Admin.

  • Resolve Comments:

    • Super Admin, Admin, PM, and clients can mark comments as "Resolved."

    • Resolved comments remain visible with a "Resolved" tag and can be reopened if necessary.

  • File Versioning:

    • Newer versions will notify users about updates.

    • When viewing older versions, a prompt will indicate the existence of newer versions.

    • Deleting a version will not affect other versions.

  • Delete File Versions:

    • Super Admin, Admin, and PM can delete file versions.

    • Deleting a version removes all associated comments for that version.

  • Feedback Visibility and Management:

    • Feedback is displayed in the file feedback panel.

    • Super Admin, Admin, PM, and clients can resolve comments.

    • Notifications will be sent for resolved feedback with the text:

      • “Your feedback on the file feedback section of task [Task_Name] has been resolved.”

  • Notifications for File Feedback:

    • Feedback added: “Feedback has been added in the file feedback section of [Task Name].”

    • New file version: “A new file version is uploaded on task [Task_Name].”

    • Status change:

      • "Changes requested for a file in task [Task_Name]."

      • "Changes in file have been approved."

    • Mention in comments:

      • "[User Name] mentioned you in a comment in the file feedback section of task [Task_Name]."

  • Who Can Resolve Comments:

    • Super Admin, Admin, PM, and Clients can resolve comments.

  • File Feedback Availability:

    • Feedback is supported only for task and order attachments, not for modules like service or profile images.

  • What Happens When Deleting Tasks or Orders:

    • Deleting a task or order will delete all related files and file versions.