<h2 id="m8kk25m26ed" data-toc-id="m8kk25m26ed">How to Get the Most Out of CADdetails Guide </h2>🔗 <a target="_new" rel="nofollow" class="link" href="https://services.caddetails.com/how-to-get-the-most-out-of-your-partnership-with-caddetails">View Guide</a>Description: This new, comprehensive guide helps you maximize the value of yourr CADdetails partnership. It brings everything together in one place — including the Client Marketing Kit, Project Gallery Page, blogs, success stories, and more. <h2 id="coel8ykiqcd" data-toc-id="coel8ykiqcd">Client Marketing Templates Kit </h2> 🔗 <a target="_blank" rel="nofollow noopener" class="link" href="https://services.caddetails.com/resources/client-marketing-kit">Access Kit</a>Description: The new marketing templates are now live! These resources help you promote your partnership with CADdetails.The kit includes:<ul><li>An instruction sheet</li><li>An email signature</li><li>Two website icons</li><li>A one-pager</li><li>A social media graphic</li></ul><h2 id="i4wt76kfo3f" data-toc-id="i4wt76kfo3f">Design Hub Deck</h2>🔗 <a target="_blank" rel="nofollow noopener" class="link" href="https://services.caddetails.com/hubfs/CADdetails/Marketing/Client%20Marketing/Design%20Hub%20Deck_16012925_CS.pdf">Download Deck</a>Description: Presentation deck to promote your partnership with CADdetails and showcase your Design Hub.

Resources and Links for Exploring Your Marketing Options 

CADdetails Marketing Resources

Feedback

Roadmap

Getting Started

Prodify Overview

Updating your company information is easy.

Company Settings

A high-level tour of the areas in Prodify.

Navigating Prodify

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 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

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

Organizing Fields in the Asset Table

Access every version of every asset — from initial upload to the latest iteration — in a single, organized view.

Asset Version Control

Public Access Links allow you to share your assets publicly.

Public Access Links

Previews are automatically generated for some files.

Asset Previews

Custom Fields

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)

Product Information Management in Prodify

Getting Started with PIM

During the upload, you will need to map the sheet column names to the system fields. Once everything is mapped, select Import in the top right-hand menu.

Imported products are added to your Prodify Product View where you can edit product information and link assets to products.

Mapping Your Spreadsheet for Importing Products into PIM

Learn two ways to add custom fields to your Product Variant Tables

Creating Custom Fields in PIM

Linking Assets to Products

Keep your product assets organized by linking to product variants

Linking Assets to Product Variants

Group your products and variants into custom Collections for a more structured, tidy PIM.

Collections

Related Products

System Settings: PIM

Search

Global Search

Single Source of Truth

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

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

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

CADdetails Analytics User Guide


Unlock proprietary intent data and unique insights into AEC activity

CADdetails Analytics Slide Deck

How to Set Up Scheduled Email Exports from the Design Firm Leaderboard


Managing access to your CADdetails Client Portal.

Managing Seats and Permissions


Privacy and Leveraging CADdetails Analytics

Accessing Analytics through Prodify


A short walkthrough for accessing your CADdetails Analytics in Prodify.

Client Portal Walkthrough Video 


Client Portal FAQ


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

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.

My Trial is Over, What Next?

Definitions of Prodify Terms for Quick Reference

Prodify Glossary

Billing and Payment

Straightforward pricing, zero surprises. Pay for what you need—nothing more.

DAM + PIM Pricing

How can we help you?

Help Center

Improved

Fixed

💡 Share your ideas

prodify

In Review

Planned

In Progress

Completed

Rejected

Stakeholder Testing

Idea

Peer Review

Ready to Deploy

Queued For Dev

Addressed elsewhere

Archived

Resolved in Testing

Discovery

Monitoring

Approved

Queued for Product

Hold

Highest Priority

High Priority

Medium Priority

Low Priority

Onboarding

Duplicate

Needs Design

Regression

Login/Registration

Uploading

Assets

Downloading

Tracking

Cannot Replicate

Impacts Design

Needs PRD

Epic

Visualizer

Sales & Marketing

Client Portal

Integrations

Queued for Development

Main Roadmap

Quarterly Roadmap

Monthly Roadmap

This roadmap will be used to communicate projects that will be executed on by the product Pods to impact company and pod level objectives