ConceptShare

Course Catalog

Asset Name Description Roles DLZ Subscription
ConceptShare Roles: Account Administrator - Starter Guide Duration: 45m read

Learn how to setup, manage, configure, and customize your ConceptShare account as an Account Administrator.

Topics covered:
Resources
Teams
Email Notifications
Account Branding
Smart Folders
Account Roles
Project Roles
Review Roles
Project Templates
Statuses and Phases
Custom Forms
Feedback Flags
  • System Administrator
  • Project Manager
  • DLZ Enhanced
ConceptShare Roles: Creatives and Reviewers - Starter Guide Duration: 30m read

Learn about the different processes that a Creative and a Reviewer can perform in ConceptShare.

Topics covered:
Uploading Assets
Reviewing Feedback
Versioning Assets
Reviews Screen
Proofing Workspace
Providing Feedback
Review Responses
  • Reviewer
  • DLZ Enhanced
ConceptShare Roles: Account Administrator - Leveraging SAML 2.0 For Single-Sign-On - Self Paced Learning This course provides a high level introduction to Single-Sign-On, the ability to use your enterprise credentials and your own organization's authentication services to access ConceptShare. We provide here a summary of the primary needs that encourage the use of Single-Sign-On, and demonstrate how to configure ConceptShare to use this feature with your organization's authentication services. Through a series of common hypothetical scenarios, we highlight the different features of ConceptShare's Single-Sign-On capabilities along with instructions on how to configure each of these features.

[Keywords and Related Searches: SSO, IdP, JIT, Identity Provider, Just in Time Provisioning, Scenario Based Training]
  • System Administrator
  • Project Manager
  • DLZ Enhanced
ConceptShare Roles Maintaining Security, Confidentiality, and Privacy Using Role Base Access Control - Self Paced Learning In this 1-hour course you will learn how to leverage Role Based Access Control without creating systemic confidentiality, privacy, and security risks for your organization. You will also learn about the different types of roles in ConceptShare, create custom roles, as well as assigning different roles for each tier. This course is part of the ConceptShare Roles Series.

[Keywords and Related Searches: Account Roles, Project Roles, Review Roles, Assigning Roles, Editing Roles, Scenario Based Training]
  • System Administrator
  • DLZ Enhanced
ConceptShare Standalone Series: Account Administrator - Self-Paced Learning Duration: 12m

Learn how to manage and setup your ConceptShare roles and Email Notifications.

Topics covered:
Account Roles - 2m
Custom Account Roles - 2m
Projects Roles - 2m
Custom Project Roles - 2m
Email Notification Preferences - 4m
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Series: Getting Started with ConceptShare - Starter Guide This clickguide introduces the different benefits and features of ConceptShare to new users and to your organization, including the different roles in ConceptShare and the review cycle. This clickguide also covers the following main topics: Navigating ConceptShare, Creating Reviews in ConceptShare, Participating in a Review, and Asset Versioning.

[Keywords and Related Searches: Workflow, Benefits of ConceptShare, Features of ConceptShare]
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Functional Guide
  • DLZ Enhanced
ConceptShare Review Coordination - Learning Video Duration: 10m

This is an overview on how ConceptShare organizes your review and approval workflow.

Topics Covered:
Organizing your Review and Approval Workflow - 1m
Project and Review Hierarchy - 2m
Reviews, Projects, Work, and Smart Folder Screens - 7m
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Series: Adding Users and Creating Teams - Video Duration: 5m

Learn how to add users and create teams in ConceptShare.

Topics covered:
Resources - 2m
Feedback - 1m
External Users - 2m
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Managing Feedback Flags and Feedback Flag Resolutions - Infographic Duration: 5m read

Learn how to manage and configure Feedback Flags and Feedback Flag Resolutions.

Topics covered:
Setup Feedback Flags
Setup Feedback Flags Resolutions
  • System Administrator
  • Project Manager
  • DLZ Enhanced
ConceptShare Review Chains - Infographic Duration: 10m read

Learn how to manage and configure ConceptShare’s new feature - Review Chains.

Topics Covered:
Adding Review Chain
Review Builder
Reviews Screen
Review Side Panel
  • System Administrator
  • Project Manager
  • DLZ Enhanced
ConceptShare Series: Requesting Feedback and Creating Reviews - Video In this 10-minute course, you will learn how to request feedback in ConceptShare, this includes creating a review, adding assets in a review, adding feedback, and approving or rejecting an asset as a participant. This course is part of the ConceptShare Series.

[Keywords and Related Searches - conceptshare demonstration, creating a new project, versioning an asset, adding participants in the review, creating an account for users, using the markup tools, comparing asset versions]
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Using The Proofing Workspace - Learning Video Duration: 17m

This is an overview on the features and functions of the Proofing Workspace in ConceptShare.

Topics Covered:
Navigating the Proofing Workspace - 1m 14s
Feedback and Annotation Tools - 1m 4s
Feedback Flags - 4m 5s
Compare Lab - 1m 37s
Promote Feature - 3m 9s
Feedback Flag Resolutions - 2m 22s
Review Approval - 23s
Feedback Summary - 1m 16s
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Navigating the Proofing Workspace - Infographic Duration: 5m read

Navigate through the different parts and functions of the Proofing Workspace.

Topics covered:
Parts of the Proofing Workspace
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Series: Participating in a Review - Video Duration: 7m

Learn how to participate in a review using the different tools that are available in ConceptShare.

Topics covered:
Reviews - 1m
Proofing Workspace - 1m
Adding Feedback - 2m
Comparing Asset Versions - 3m
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Series: Participating in a Review - Infographic Duration: 5m read

Navigate through the steps to participate in a review in ConceptShare.

Topics covered:
Email Notification
Feedback Tab
Viewing Feedback
Review Tab
Completing Feedback
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare The Compare Lab - Infographic Duration: 5m read

Learn about the different parts and functions of the Compare Lab in ConceptShare.

Topics covered:
Parts of the Compare Lab
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Online Help - Support Material Learn about the features of ConceptShare
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare+JIRA Installing ConceptShare Plugin in JIRA - Infographic Duration: 10m read

This is a step-by-step process on how to install the ConceptShare plugin in Jira.

Topics covered:
ConceptShare Plugin
Configuring ConceptShare Plugin
Troubleshooting ConceptShare Plugin
  • System Administrator
  • Project Manager
  • DLZ Enhanced
ConceptShare+JIRA Getting Started with JIRA - Starter Guide Duration: 30m read

Learn how to use ConceptShare with Jira.

Topics covered:
Creating an Issue
Configuring an Issue
Participating in a Review
Asset Versioning
Completing an Issue
  • System Administrator
  • Project Manager
  • DLZ Functional Guide
ConceptShare+JIRA Series: Participating in a Review - Video Duration: 7m

Navigate through the steps to participate in a review using ConceptShare through Jira.

Topics covered:
Reviews - 1m
Proofing Workspace - 1m
Adding Feedback - 2m
Comparing Asset Versions - 3m
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced
ConceptShare Tips and Tricks Series: 5 Tips for Creating Banner Ads - Infographic Duration: 5m read

This covers five tips on how to get your banner ads approved faster.

Topics covered:
Tips and Tricks
Banner Ads
  • System Administrator
  • Project Manager
  • Reviewer
  • DLZ Enhanced