Filestage Integration

Connect awork with Filestage to start reviews directly from tasks and automatically see the review status in awork.

Filestage is a review and approval tool specifically built for marketing assets. It organizes versions, feedback, and approvals while supporting annotations across many file formats (like PDFs, websites, and videos).

---

Main Benefits and Use Cases

The integration between awork and Filestage gives you three core features:

• Link projects – Connect an awork project with a Filestage project

• Start reviews from awork – A review is created in Filestage as soon as you upload a file in awork

• Sync status – The review status from Filestage is sent back to awork

---

How to Use the awork and Filestage Integration

Set Up the Integration

Before you get started with projects, you need to activate the integration in your workspace.

1. Create an API key in awork following this guide (API key without user authentication): Client Applications and API Keys

2. Create an API key in Filestage following this guide: Access API Keys

3. Fill out the awork and Filestage setup form with both keys to activate the integration in your workspace

Enable Integration in an awork Project

The integration is project-specific. You enable it separately for each awork project.

• New field in awork – After setup, the custom field "Enable Filestage Integration" appears

• Turn on the toggle – When you turn on "Enable Filestage Integration", the following happens automatically:

  • Filestage project is created – With the same name as your awork project

  • Filestage link is saved – In the "Filestage Link" field in your awork project

  • Project folder in Filestage – Is created in the folder with the customer name (if set in awork); without a customer, it goes in the "Internal awork projects" folder

  • Reviewers are added – awork project members are added as reviewers in Filestage if they already have an account with the same email address

Once that's done, the Filestage integration is active for this project.

Link Existing Filestage Projects with awork

You can also connect an existing Filestage project.

1. Copy the link to your Filestage project and paste it in the "Filestage Link" field in your awork project

2. Turn on "Enable Filestage Integration"

3. Open the project settings in awork and add the custom task fields: Filestage Link, Filestage Status, Filestage Review

Start a New Review in Filestage from awork

A review is started via a task.

1. Turn on the "Filestage Review" toggle in the task (only visible if the integration is active in the project)

2. Upload a file to the task

3. Wait until the upload is complete

After that, the following happens automatically:

• Review is started – A review is automatically created in Filestage

• Link is set – The direct link to the Filestage review appears in the "Filestage Link" field in awork

• Task link as comment – An internal team comment with the link to the awork task is added in Filestage

---

Tips, Status Sync, and Known Limitations

What Gets Synced in awork After Review Starts

• Filestage Status – The "Filestage Status" field is automatically updated and shows the overall status of the review:

  • Open

  • Under Review

  • Needs Changes

  • Approved

• Checklist entries – A checklist entry is automatically created in awork for each review stage/group in Filestage; it's checked off when approved

• Comments on the task – Status updates from Filestage appear as comments; when changes are requested, the change report is automatically attached

Sync Delays

With large files, it can take up to 30 seconds (or longer) for status changes from Filestage to show up in awork.

Known Limitations

• awork-started reviews only – Currently, only reviews started in awork are supported

• No retroactive sync – Existing Filestage reviews can't be synced retroactively

Extend Integration with awork Automations

You can enhance the integration with automations in awork.

Example: If all checklist entries are checked off (all review steps completed), you could automatically:

• Change task status – like to "Review Complete"

• Move task – to a different list

• Set due date – for next steps

• Start further processes – depending on your workflow

---

FAQ

What is Filestage?

Filestage is a review and approval tool for marketing assets. It organizes versions, feedback, and approvals while supporting annotations across many file formats like PDFs, websites, and videos.

Can I link an existing Filestage project with an awork project?

Yes. Add the Filestage project link in awork in the "Filestage Link" field, turn on "Enable Filestage Integration", and add the custom task fields (Filestage Link, Filestage Status, Filestage Review) in the project settings.

Are existing Filestage reviews automatically imported to awork?

No. Existing reviews are not automatically linked or synced retroactively. Only reviews started in awork are supported.

Why doesn't a new review start when I upload a second file to the task?

The automatic review start is only triggered by the first file added to an awork task. If a file already exists in the task, that file is used.

Why do I see status changes in awork later?

Especially with large files, syncing can take up to 30 seconds (or longer) for changes from Filestage to show up in awork.