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Help center / For agency clients / Welcome to eShelf

You’ve been invited to eShelf — what's next?

1. What is an eShelf

eShelf is a self-service portal designed specifically for creative agencies to manage and share their creative assets. As a client, you can use it to monitor the progress of your projects, access all final assets produced for you, and gain insights into the agency’s processes and more.

Here are some key terms to know for using eShelf:

  • A project includes all materials related to a specific task the agency is working on. For instance, a task to create a demo video would be considered a separate project.

  • Assets are the final materials produced within a project. For example, a video file meant for your marketing campaign is an asset.

  • Variations are different versions of a final asset. For instance, a variation might be a video file in a different aspect ratio.

  • Source files are the working files used to create each variation of an asset.

2. Setup your profile

Use the link sent to you by email to log in.

❕  To join the eShelf team, you should receive an invitation via email. Alternatively, you can log in using your Google account.

Once logged in, click on ‘Avatar’ > ‘My Profile’ to update your profile information if necessary. To change your password, go to 'Account actions' > 'Security' under the profile settings.

3. Getting to know the dashboard

 

For your convenience, we’ve consolidated all recent updates and important information in one place.

  • Projects 'In Progress' / 'Completed': New projects will appear in a widget. The progress bar, used for projects with subtasks, shows completion status in percentages. Switch to 'Completed' at the top of the widget to view all finished projects.

  • Recent Projects: Here, you can see recently updated projects with a 'Completed' status, helping you track any new final assets uploaded by the team.

  • Sources for You: Find training materials prepared by the agency here.

  • Upcoming Vacations / Leaves: Check the agency's schedule in this widget.

  • Our Services: Lists the various services provided by the agency.

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