Setup Your Account

17 articles in this collection
Written by Cole Mackin and Shanna JM

DesignFiles Interface

Written by Cole Mackin
Updated over a week ago

How to Print your Design Questionnaires?

Written by Shanna JM
Updated over a week ago

Updating the questions in the Questionnaire

Written by Cole Mackin
Updated over a week ago

Updating Company Information and Branding

Written by Cole Mackin
Updated over a week ago

Request a one-on-one demo or phone call

Written by Cole Mackin
Updated over a week ago

Changing Default Currency and Unit of Measurements

Written by Cole Mackin
Updated over a week ago

Managing the Sales Tax Settings

Written by Cole Mackin
Updated over a week ago

Refer a Designer and Earn a Commission

Written by Cole Mackin
Updated over a week ago

Updating your Billing Information

Written by Cole Mackin
Updated over a week ago

The DesignFiles Notification Feature

Accessing project notifications, reminders, announcements, and other account related notifications.

Written by Cole Mackin
Updated over a week ago

Managing your Team

Re-assigning projects to a team member

Assigning/re-assigning projects to team members

Written by Cole Mackin
Updated over a week ago

Internal Team Communication Feature

You can communicate, collaborate, and delegate specific tasks among your team members using the Team Discussion Functionality.

Written by Shanna JM
Updated over a week ago

What's the difference between a Manager and a Designer Roles in a Team Account

Written by Cole Mackin
Updated over a week ago

Activating/Creating my account using the email invitation (Team Plan)

Written by Cole Mackin
Updated over a week ago

Changing the Team Member's Role

Written by Cole Mackin
Updated over a week ago

Resending Email Invitation to Managers/Designers

Resending team invitations to managers/designers

Written by Cole Mackin
Updated over a week ago

Removing a Team Member

Written by Cole Mackin
Updated over a week ago