<p>Refer to this link for the latest help and get a quick start in the Prodify-Powered Client Portal <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://services.caddetails.com/client-portal-prodify">Quick Start Guide: Your CADdetails Account, Powered by Prodify</a></p><p></p>

This guide will walk you through setting up your account on Prodify to access your new CADdetails client portal.

Quick Start Guide: Transitioning to Your Prodify-Powered Client Portal

Feedback

Roadmap

Getting Started

Prodify Overview

A high-level tour of the areas in Prodify.

Navigating Prodify

Prodify Feature List

Profile Settings

Updating your company information is easy.

Company Settings and User Roles

Branding Tab

Short videos to walk you through how BPMs can start using Prodify today to organize, enhance, and track engagement with digital assets.

3 Ways to Start Using Prodify Today

Easily upload, tag, and manage all your digital assets in one place for seamless collaboration.

Organize and Centralize Your Assets


Quickly share content with internal teams, architects, and designers to support your sales and marketing goals.


Enhance Marketing and Sales Efforts


Gain insights into how your assets are being used, shared, and downloaded by leads and clients to improve your outreach efforts.


Track and Optimize Engagement


User Management

Descriptions of the account types available for Prodify users.

User Account Types

Adding and Managing Users and User Permissions in Prodify.

Manage Users 

When sharing a folder, the user gains access to folder contents.

Inherited User Access

Learn where to access folders, folder view, and add folders.

Folders

Adding Asset Folders

Trashing Folders

Upload Folders and Subfolders containing files and maintain folder structure.

Uploading Folders

Sorting Folders

Adding Folder Images

DAM (Digital Asset Management)

This video walks you through how to add your Assets to Prodify.

Uploading Assets 

Viewing Assets

Editing Assets

Tagging Assets

Trashing Assets

Download Assets from the Form View, Asset Table, or Asset Gallery.

Downloading Assets

Drill down to the content you want to see.

Filtering Assets

Public Access Links allow you to share your assets publicly.

Public Access Links

Previews are automatically generated for some files.

Asset Previews

Set Your Viewing Preferences for Your Self, Your Organization, and Your Guests

Organizing Fields in the Asset Table

Creating Custom Fields for your Assets

Embed Link Library

Learn how to classify your assets during upload so they're eligible for channel publishing.

Classifying Asset Types at Upload

Sharing assets, and folders, and group sharing.

Sharing

Sharing Assets

Sharing Folders

No need to share one-by-one as users and roles evolve. Simply add to a group to enable access to the right content.

Group Sharing

Prodify Visualizer

Visualizing Assets

Visualizer Credits are used to visualize your design files. 

Visualizer Credits

Prodify Product Information Management (PIM)

PIM (Product Information Management)

Product Information Management in Prodify

Getting Started with PIM

Product Importing is Currently Under Construction

Mapping Your Spreadsheet for Importing Products into PIM

Learn two ways to add custom fields to your Product Tables

Creating Custom Fields in PIM

Linking Assets to Product Families

Keep your product assets organized by linking them to your Products

Linking Assets to Products

Group your Product Families and Products into custom Collections for a more structured, tidy PIM.

Collections

Related Products and System Settings

Linking Embed Links to Product Families and Products

Learn how to categorize your products using Prodify's standardized product taxonomy.

Assigning a Specific Product Type

Assigning and Managing Attributes on Product Families and Products

Filtering, Sorting, and Batch Editing Products

Projects

Projects in Prodify let building product manufacturers create, manage, and share branded project showcase pages. 

Projects in Prodify

Project Template

Adding Videos to Projects

AEC Tools

Spec Builder Pro

Search

Global Search

Single Source of Truth

Prodify is the Single Source of Truth for Your Building Product Assets

Single Source of Truth, Public Links, and Version History

Analytics and Tracking

Share Analytics User Guide

Find out if people have accessed your Assets.

Tracking Shared Assets

Schedule Exports to receive Key Analytics and User Activity right in your inbox.

Scheduling Share Analytics Exports

Help articles created for specific use cases

Prodify Use Cases

This shows Prodify guests how to access shared folders and files.

A folder was shared with you. Now what?

How to Access Your CADdetails Client Portal

CADdetails Client Portal

The CADdetails Client Portal is now powered by Prodify!

Welcome to the New CADdetails Client Portal

CADdetails Analytics User Guide


Unlock proprietary intent data and unique insights into AEC activity

CADdetails Analytics Overview

How to Set Up Scheduled Email Exports from Firm Intelligence


Managing access to your CADdetails Client Portal.

Managing Seats and Permissions


Privacy and Leveraging CADdetails Analytics

Accessing Analytics through Prodify


How to find your CADdetails and Design Hub Analytics in Prodify

Client Portal Navigation 


Client Portal FAQ


Exporting Analytics via Webhooks


You can export your analytics on a scheduled or ad hoc basis. 

Exporting Analytics to Cloud Storage


Fixing Failed Scheduled Exports

CADdetails Client Resources

This article provides a clear overview of Prodify as it relates to existing CADdetails clients.

Prodify One-Pager

This guide will walk you through reviewing, activating, and promoting your Design Hub, so you can start generating more engagement and tracking valuable AEC analytics.

CADdetails - Activating Your Design Hub

How to Add Design Hub to Your Website

Resources and Links for Exploring Your Marketing Options 

CADdetails Marketing Resources

Accessing Multiple Companies in Prodify

Support

Let us know how Prodify is working for you!

Submit Feedback, Bug Reports, and Feature Requests

Prodify Chat Support

Frequently Asked Questions and Helpful Responses

FAQs

Questions about the general use of Prodify

General FAQs

What Are the First Steps to Take if I Encounter an Issue?

If you are done your 30 day trial of Prodify, here are the next steps to take so you can continue to enjoy Prodify.