Frequently asked questions

Below you will find answers to frequently asked questions and other relevant information.

You are always welcome to contact our support on phone +45 41 22 10 13 or support@proceedy.dk

If you need to see how to use the solution, you could watch our Tutorials.

Sign up and login

How do I create a user?

Watch video

Første gang du eller en anden fra din organisation skal oprette en bruger, skal du indsende din email på hjemmesiden gennem “Opret profil”. Herefter sender vi dig en email med et link til Proceedy Timeline og en aktiveringskode. Når du klikker på linket, bliver du ført ind i Proceedy Timeline, hvor du kan oprette din bruger.

How do I create a user in my organization, which already uses Proceedy Timeline?

Watch video

If someone from your organization has already created a user, the administrator must add that person as a new user in the Proceedy Timeline. You do this by using Proceedy Management, which can be found in the top right corner. Here, you can manage users in the organization by adding or removing them. 

Change/forgot password

If you have forgotten your password, you can easily request a new. Select "Forgot your password?" from the login page and receive an email with a link to create a new password.

How do I log into Proceedy Timeline?

Enter your email and password. Afterwards enter the one-time code you have received on email. If needed, you can always request a new one-time code via email or SMS.

Folders

How do I create a folder?

You can create a folder in two ways:

  1. Du kan oprette en mappe fra forsiden ved at klikke på det gule “+”-ikon ud fra “Mapper”.

  2. You can create a folder when you create a new timeline or gallery. 
How do I share a folder?

Watch video

You can share a folder in three different ways:

  1. Fra forsiden ved trykke på “delings”-ikonet ved siden af “+”-ikonet
  2. From the front page by clicking the three dots when hovering a folder
  3. Inde fra en mappe ved at klikke på “delings”-ikonet i højre hjørne.

Share the folder with people via email. Type in an email address and press "send invitation" to share the folder. The recipient will receive an email containing a link that gives full access to the contents of the folder.

How do I transfer ownership of folders?

Watch video

You can transfer ownership of folders in two ways:

  1. Klik på “Del mappe”. Som ejer af en mappe kan du kontrollere, hvilken adgang øvrige brugere har. Under ‘brugere med adgang’ kan du overføre ejerskab
  2. Under “Min profil” kan du tilgå “Organisation”. Hvis du ønsker at forlade en organisation kan du ligeledes overføre ejerskab af dine mapper.

Galleries

How do I create a person or organization gallery?

View video: Person gallery

View video: Organization gallery

You can create a gallery in two ways:

  1. Fra forsiden ved at klikke på det gule “+”-ikon. Galleriet skal placeres i en eksisterende eller ny mappe
  2. Fra en mappe ved at klikke på det gule “+”-ikon ud fra “Tidslinjer og gallerier”. 
How do I attach files to a person or organization?

For at vedhæfte filer til personer eller organisationer skal du klikke på “vedhæft”-ikonet, som er vist som en papirclips. Du kan vælge mellem eksisterende filer i den givne mappe eller du kan uploade en ny fil. 

How do I change color labels?

Watch video

Du kan ændre i farve labels fra tidslinjer, person- og organisationsgallerier. Det gøres fra “tandhjuls”-ikonet i højre hjørne. Herfra kan du navngive farver og dermed tematisere efter eget behov. 

Timelines

How do I create a timeline?

Watch video

You can create a timeline in two ways:

  1. Fra forsiden ved at klikke på det gule “+”-ikon. Tidslinjen skal placeres i en eksisterende eller en ny mappe
  2. From a folder by clicking on the "+" icon next to "Timelines and galleries". 
How can I link persons and organisations to a timeline?

There are two ways to link one or multiple persons or organisations to a point on a timeline:

  1. Fra et punkt ved at klikke på “+”-ikonet. Herfra kan du vælge mellem personer og organisationer

  2. Fra sidepanelet til højre ved at klikke på de tre prikker ud fra en specifik person. Herfra kan du vælge “Tilføj til punkt”.
How do I select vertical timeline?

Watch video

If you wish to select a vertical timeline, you can do so by following these steps:

  1. When you log in to your created timeline, you can find the viewing options in the top left corner.
  2. Vælg “vertical” blandt de forskellige visningstyper.
  3. Now your timeline will be displayed in a vertical view, with events presented in an ascending order.

 

You can also choose between the other view types, such as the horizontal or table view, whichever works best for you.

 

By choosing a vertical timeline, you can have a clearer and more logical representation of the relevant events.

 

So follow these simple steps to choose the view that best suits your case.

How do I export?

Watch video

You have three export options:

  1. As PDF
  2. As Excel
  3. As Image

 

If you choose to export it as a PDF, you will have additional options to customize your export. Our motto is that what you see is what you export. 

 

How do I add an organization logo to my timeline export?

Watch video

  1. After logging in to your Proceedy account, click on the profile icon in the top right corner of the screen.
  2. Vælg nu “Proceedy Management” i dropdown-menuen.
  3. Når du er kommet ind på Proceedy Management-siden, kan du til venstre vælge “Organization profile”.
  4. Til højre vil du nu se en sektion, der hedder “Organisation logo”. Klik på “Upload logo” for at tilføje et billede.
  5. Vælg det ønskede billede fra din computer og “Upload” dette.

 

Husk at klikke på “Gem” for at gemme ændringerne.

 

The image will now appear in the organization's logo section.

 

Now your organization logo will be displayed on your export timeline when you export a PDF.

Groups

How do I to create groups?

Watch video

How to create groups:

Note that only administrators of an organization can create a group. This function is not available to regular users.

  1. Click on the profile icon to access the Proceedy Management page.
  2. Find funktionen “Grupper” og klik på den.
  3. Klik på knappen “Opret gruppe” for at starte oprettelsen af en ny gruppe.
  4. Invite members by entering their email addresses or by selecting their names from a list of available usersInvite members by entering their email addresses or by selecting their names from a list of available users.
  5. Once you have created your group, you can share documents, folders, and timelines directly with your group members easily and quickly.

Remember that groups are a great way to collaborate with others who are working on a the same case. By creating a group, you can easily share files and keep everyone informed on the progress of the case.

User settings

How can I change my user settings?

You can change your user settings from your user profile which can be located in the top right corner.

From here you can change:

  • Your personal information
  • Contact information
  • Security information and language and time zone settings.
How do I change timezone?

Timezones can be changed in your user profile which can be located in the top right corner.
From "Language and time" you are able to select your preferred timezone. 

How do I change language?

The language in Proceedy Timeline can be changed in your user profile, which can be located in the top right corner.
From "Language and time" you are able to select your preferred language.

How do I delete my user?

Watch video

In order to delete your user, you must follow three steps:

  1. Gå til din brugerprofil og klik på “Slet min bruger”. Her bliver du bedt om at forlade alle dine organisationer, før du fortsætter med sletning af din bruger
  2. For at forlade dine organisationer skal du gå til “Organisation” og klik på “Forlad organisation”
  3. Transfer ownership of all your folders. This must be done, before you leave an organisation in order to make sure that you won't leave any folders. 

Document handling

Which available tools do I have when working in a document?

Watch video

From within a document you are able to apply the following:

  1. Text annotations 
  2. Note annotations
  3. Drawing annotations 
How do I link annotations to timelines and galleries?

Watch video

It can be done directly from within the document:

  1. Klik på en markering og vælg “link”-ikonet i menuen
  2. Determine if its a timeline, a person or an organisation, you want your annotation linked to.
  3. Furthermore you must choose between existing timelines or galleries, or if you want to create new ones
  4. Lastly, you must select which specific point, person or organisation, you want your annotation to be linked to. You can also choose to create new point, person or organisation.  

Your Feedback Has Value!

Are you already well using the solution? We greatly appreciate your feedback so that we can improve the experience of Proceedy Timeline.

GIVE FEEDBACK