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Usage Guide
Mansi Visuals edited this page Mar 24, 2026
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- Login to the admin panel.
- Create a project with title, description, client name/email, and password (recommended).
- Upload videos.
- Share the client link.
- Collect timestamped feedback.
- Approve when the client accepts the final version.
- Open the share link.
- Enter password/OTP if required.
- Watch videos and leave timestamped feedback.
- Approve when satisfied.
- Download approved videos if enabled.
- Pause the video at the desired frame.
- Click the annotation tool in the player toolbar.
- Draw freehand on the video frame using the selected color and opacity.
- Use undo/redo to adjust your drawing.
- Submit the annotation — it is attached to the comment at the current timecode.
- Click the attachment icon in the comment input area.
- Select one or more files to upload (uses TUS resumable uploads).
- Files upload in the background with progress tracking.
- Submit the comment — attachments are linked to the comment.
- Open ViTransfer in a supported browser (Chrome, Edge, Safari).
- Click the install prompt in the address bar or browser menu.
- The app installs to your device home screen or dock.
- Works offline-capable with full UI access.
- Go to Settings > Browser Push Notifications (admin) or enable via the bell icon (client).
- Allow the browser notification permission when prompted.
- Select which events you want to receive push notifications for.
- Use "Send Test" to verify your device receives notifications.
- When creating or editing a project, use the Due Date picker to set a deadline.
- Optionally set a Due Reminder (Day Before or Week Before) to receive automated notifications.
- Due dates appear on the project card, project detail page, and in the calendar view.
- Color-coded urgency: red (overdue), orange (today/tomorrow), blue (within 7 days).
- Navigate to Calendar in the admin sidebar.
- Switch between Calendar and Gantt tabs.
- Calendar supports day, week, month (default), and year views via the scale toggle.
- Click a date to see projects due that day; click a project to navigate to it.
- The Gantt chart shows a timeline of all projects with due dates, color-coded by status.
- Go to Calendar in the admin panel.
- Copy the iCal feed URL shown at the bottom of the page.
- Add it to your calendar app (Google Calendar, Apple Calendar, Outlook, etc.) as a URL subscription.
- All projects with due dates appear as all-day events in your calendar.
- Changes sync automatically when your calendar app refreshes the feed (typically every 15 min to 24 hours depending on the app).
- To force a refresh, remove and re-add the subscription in your calendar app.
- To invalidate the feed URL, click Regenerate — this creates a new token and the old URL stops working.
What appears in the feed:
- All projects with a due date are included, regardless of status or whether the date is in the past.
- Approved projects show with a ✓ prefix (e.g. "✓ Summer Campaign").
- Archived projects show with a ✗ prefix (e.g. "✗ Old Project").
- Events are never removed — deadlines are preserved as historical records.
- Each event links back to the project in the admin panel.
- Open a project with 2 or more versions of the same video.
- Click the Compare button in the version selector bar.
- A fullscreen comparison view opens with two version selectors (A and B).
- By default, A is the previous version and B is the latest version.
- Use Side-by-Side mode to view both versions next to each other with synced playback.
- Switch to Slider mode for an overlay comparison — drag the vertical divider to reveal each side.
- Controls are shared: play/pause, seek, frame step, and speed affect both videos simultaneously.
- On mobile, side-by-side mode stacks vertically (top/bottom). Slider mode works as-is.
- Press Escape or the X button to close the comparison view.
- Go to Settings in the admin panel.
- Enable Privacy Disclosure under the Privacy section.
- Optionally enter custom disclosure text (leave blank to use the default i18n text).
- Clients will see a privacy banner on share pages and can accept or decline analytics tracking.
- Go to Settings > Notifications.
- Set Admin Notification Schedule to DAILY or WEEKLY for periodic admin digests.
- Configure the time and day for scheduled deliveries.
- Per-project client notification schedules can be set under project settings (DAILY/WEEKLY with specific time and day).
- Customize the email content via Settings > Email Templates (CLIENT_ACTIVITY_SUMMARY and ADMIN_ACTIVITY_SUMMARY templates).
- Use custom URLs for memorable share links.
- Enable revision tracking for complex projects.
- Configure watermarks globally or per-project (text, opacity, font size, positions).
- Monitor analytics to track engagement.
- Use Security Logs to track access attempts.
- Set due dates and use the calendar view to manage project deadlines.
- Enable privacy disclosure for GDPR compliance.
- Use skip-transcoding mode for projects that don't need watermarked previews.
- Set admin session inactivity timeout for enhanced security.
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