Welcome to Approvalbox! This guide will help you get started with the basics and have your first project up and running in minutes.
Step 1: Create Your Account
If you haven't already, sign up for Approvalbox. You can start with our free plan - no credit card required.
After signing up, you'll be taken to your dashboard where you can create your first project.
Step 2: Create a Project
Projects are containers for your assets and approvals. To create one:
- Click the New Project button in your dashboard
- Give your project a name (e.g., "Summer Campaign")
- Add an optional description
- Click Create Project
Step 3: Upload Your First Asset
Now let's add some content to review:
- Open your project
- Click Upload or drag files directly into the window
- Wait for the upload to complete
Approvalbox supports images, videos, PDFs, and many other file types. See our supported file types guide for the full list.
Step 4: Invite Your Team
Collaboration is at the heart of Approvalbox:
- Click the Share button in your project
- Enter email addresses of team members
- Choose their role (Viewer, Reviewer, or Admin)
- Click Send Invitations
Invited members will receive an email with a link to join your project.
Step 5: Leave Your First Comment
Try leaving feedback on an asset:
- Click on an asset to open it
- Click anywhere on the asset to drop a pin
- Type your comment
- Press Enter or click Post
Your comment is now attached to that exact location!
What's Next?
You've completed the basics! Here are some next steps:
Need help? Contact our support team - we're happy to assist!
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