Frequently Asked Questions
To rename the workspace :
1. Go to the profile section on the top right corner and click on Users & Role Management.
2. Under the section Workspaces, choose the workspace and click on the EDIT NAME option. A pop-up window will appear where you can edit the name of the workspace.
For adding or removing users :
1. Go to the profile section on the top right corner and click on Users & Role Management.
2. Under the section Workspaces, choose the workspace you want to edit and add/remove users from it.
3. Click on the ADD USER option. A pop-up window will appear prompting you to enter the email address of the user you want to add and the role you want to assign to them.
4. To remove a user, click on the REMOVE option next to the user’s name. A pop-up window will appear asking you to confirm your decision. On clicking Yes, the user will be removed from the workspace.
To see your role in a workspace:
1. Go to the profile section on the top right corner and click on Users & Role Management.
2. b.Under the section Workspaces, choose the required workspace. You can see your name listed here along with the role assigned to you.
There are two ways to upload and use the assets while creating designs:
1. Click on Brand Library from the menu bar present at the top of the CoCreate platform.
2. Upload the assets using the Upload File(s) option. While creating designs, you can find these assets in the Assets option present in the left panel.
OR
1. To upload the assets from the while you are creating a design, click on the Assets option in the left panel.
2. Upload the asset using the UPLOAD AN IMAGE option or simply drag and drop the required file from your desktop.
To convert a single size design to a design set :
1. In the Designs tab, hover over the design you want to convert to a design set and click on ‘Edit’. The design will be opened in the editor window.
2. Click on Resize from the top right corner.
3. From the left panel, choose the required sizes from the predefined list or create a size of your own by clicking on Custom. You can select multiple sizes from here.
4. Then click on Generate Set at the bottom of the panel.
5. You can adjust the layers on the creative in the Square, Horizontal and Vertical orientations
6. Finally, click on Generate Set. You can now view the creative in different sizes
Yes, you can move a folder into another folder.
1. Click on the folder you want to move.
2. Now click on the Move to another folder icon present in the top bar.
3. A pop-up window will appear where you can choose the new folder into which you want to move.
1. Go to the Designs tab and hover over the design.
2. Click on View.
3. Then click on the Info option present in the right panel. You can see the creator, date and time of creation, and other details here.
1. Go to the Designs tab and click on Go to Advanced Search on the top right corner.
2. Enter the keyword in the Search Designs Alternately, you can also click on the All Tags option here to find designs based on tags.
1. Go to the Design tab and click on Go to Advanced Search on the top right corner.
2. Under the Created date range option, choose the date range or the day. All designs created between the dates will appear in the search results.
1. Go to the Designs tab and click on Go to Advanced Search on the top right corner.
2. Under the Created By option, select the required name. All designs created by that designer will appear in the search results.
1. Go to the Designs tab and click on Go to Advanced Search on the top right corner.
2. Under the Created by option and choose Created by me to see all the designs created by you till date.
1. Go to the Designs tab and click on Go to Advanced Search on the top right corner.
2. Under the Approved by option and choose Approved by me to see all the designs approved by you.
Yes.
1. Go to the Hyper Personalize section.
2. Click on the Add file from the Designs option. Select the design set you want to Hyper Personalize.
3. Once the project is rendered completely in the Hyper Personalize window, hover over the project and click on Edit.
4. Select the sizes you want to Hyper Personalize and click on ‘Next’ on the top right corner. The selected sizes will then get opened in the Editor.
Yes.
To edit a particular design in a Hyper Personalized project:
1. Go to the Hyper Personalize tab and hover over the design set you want to edit.
2. Click on View and choose the design you want to edit.
3. Open the design in the editor and you can start making changes to it.
You can send a design to your team members for approval from the Pyxis CoCreate platform. Once the design gets approved by all the members involved in the approval workflow, it becomes ready to be exported.
To send any design for approval, an approval workflow needs to be created. Only Brand Admin, Product Admin, and Product managers can create Approval Workflow You can add as many rounds of approval and as many numbers of approvers for each round.
The design moves into the next round depending on the round preference settings :
1. When the preference is set to ‘Anyone can approve’, the design will move to the next round when any one member in the workflow has approved the design.
2. When the preference is set to ‘Everyone must approve’, the design will only move to the next round when everyone in the workflow has approved the design.
To make an approval workflow:
1. Go to the profile section at the top right corner and choose Approval Workflows.
2. Click on New Workflow. Add a name to the workflow and click on Create New Workflow
3. Give a name to the round and add the required members to the round. You can also set the preference as Anyone can approve or Everyone must approve.
4. To add more rounds, click on Add Another Round
To submit a design to the approval workflow:
1. Go to the Designs tab and hover over the design you want to send for approval.
2. Click on View and click on Submit for approval from the right panel.
3. Choose the workflow to which you want to submit your project.
Yes, to add a note while submitting for approval :
1. Go to the Designs tab and hover over the design you want to send for approval.
2. Click on View and click on Submit for approval from the right panel.
3. An approval dialog box will appear.
4. You can add a note in the Add a note for approver box and choose the workflow to which you want to submit your project
To know about the approval status, follow these steps:
1. Go to the Designs tab and hover over the design you want to send for approval.
2. Click on View.
3. From the right-side panel, you can see the approval status of your project.
To edit a design already submitted for approval:
1. Go to the Designs tab and select the design you want to edit.
2. Edit the design and save it.
3. Click on the Approval option in the menu bar and click on Cancel Approval. Your request for approval will be successfully canceled now.
4. Now click on the Approval option once again. You will now see the Send it for approval option. Click on it to resend the design for approval.
The associated approvers would be notified of the change via email.
1. Select the design for which you need to change the workflow from Designs. Hover over the design and click on the Edit option
2. Click on the Approval option in the menu bar and click on Cancel Approval. Your request for approval will be successfully canceled now.
3. Now click on the Approval option once again and select Send for Approval.
4. A pop-up window will appear prompting you to choose the approval workflow. You can select the new approval workflow here.
Yes, to know the approval submission date of any project:
1. Go to the Designs tab and hover over the design.
2. Click on View and then click on Info present in the right panel. You can see the date and time of submission for approval under Approval Submission Date
You can only see the reason for rejection if the member has left a comment while rejecting the design. To view this comment :
1. Go to the Designs tab and hover over the design.
2. Click on View and then click on Activity from the right panel.
1. Go to Approvals History present in the top menu bar of the Pyxis CoCreate platform. You will find all the information related to pending, approved, and rejected designs.
Depending on the role assigned to you, only certain sections of the Pyxis CoCreate tool will be available to you. Inaccessible sections are greyed out. To know more about the access assigned to your role:
1. Go to the Profile Section and open Users & Role Management.
2. Go to Roles & Responsibilities from the left panel.
3. You can view the access associated with your role.
If you find that your role has access to certain sections on the Pyxis CoCreate dashboard but you are still unable to access those sections, please contact the Pyxis CoCreate support team to resolve the issue.
Through Pyxis CoCreate, you can generate multiple sizes of the same design. This set of multiple sized files along with your original design is called the Design Set.