1. Add teammates to your account.
2. Customize the system in Branding to feel like home—add your logo, create personalized invitations, set up approval and rejection messages.
3. Create your first project and upload a test file.
4. Experience the client's perspective by sending a file to your email.
5. Explore the system, click every button—you won't break anything. Uncover surprising features.
6. Dive into your first production project.
7. Start collaborating!