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 "How To Videos".

Create an account

The first time you or someone else from your organization needs to create a user, you must submit your e-mail on the website through "Create profile". We will then send you an email with a link to the Proceedy Timeline and an activation code. When you click on the link, you will be taken to the Proceedy Timeline, where you can create your user.

If someone from your organization has already created a user, the administrator must add you as a new user in the Proceedy Timeline. You do this through Proceedy Management, which you will find in the right corner. Here you can manage users in the organization by adding new ones and removing access for others. 

If you have forgotten your password, you can create a new one by clicking “Forgot your password? – get a new one here” on the login page. You will then be sent an email with a link to create a new one.

To maintain optimal security in our systems, we use OTP via e-mail when logging in.
OTP stands for One-Time-Password. When you log in with your email address and password, you will be sent an email with a code that can only be used once. By having the additional OTP code, it increases the security tremendously. This is both because it requires access to the user's e-mail and because you have to use a new code each time. The code has a time limit, which means that it will expire after a short time and cannot be used again.

Folders and files

You can create a new folder in several ways in the Proceedy Timeline. 

You can create a folder from the front page by clicking the yellow "+" icon from "Folders". Here you just have to name your new folder. 

You can also create a folder when you create a new timeline or person gallery. Here you can choose whether it should be saved in an existing folder or a new folder. You can therefore create the new folder at the same time as the timeline or the people gallery. 

You can share a folder from the front page by hovering over a folder icon and clicking the three dots in the right corner of the folder. You can also share from within the individual folder, where you also locate the three dots in the right corner. From here you have the option to share with people via email. Enter a person's email and click “send invite” to share the folder with them. They will then receive an email with a link to the folder. When you share a folder with someone, the person gets full access to edit the folder's material.

When you share a folder, you get an overview of who owns the folder and which users have access to the folder. It is also possible to remove the person again by clicking "remove access", which is selected in the sharing overview. However, only the owner of the folder (i.e. the person who created the folder) can withdraw the share.

You are able to delete files.

You will find your files inside the individual folders, where you can also delete them. It is not possible to delete a file by simply removing it from a timeline or a person gallery.
You delete a file by clicking on the three dots that appear in the right corner of the file. It opens a menu where you have the option to rename or delete the file. If you choose "Delete", a dialog box will appear with the question "Are you absolutely sure?". Here you can download the file before it is deleted by clicking on the "Delete permanently" button. The file will be removed from all timelines and person galleries where it has been used.

You can transfer ownership of folders in two ways.

The first way is by clicking on "Share Folder". When you are the owner of a folder and have shared it with others, you can control what access the other users have. Press the small arrow besides the user and a drop down menu appears. Here you can, among other things, transfer ownership. 

The second way is by going to "My profile" and then to "Organization". If you wish to leave an organization, press "Leave Organization" and transfer ownership of your folders before leaving. 

Person gallery

You can create a personal gallery from the front page or inside a folder. You create a personal gallery from the front page by clicking on the yellow "+" button from "Personal gallery".

If you create the people gallery from the front page, you will be asked to place it in a folder (you can select an existing folder or create a new one).


To create a people gallery inside a folder, click the yellow “+” button next to “Timelines and People Galleries”. A dialog box will appear where you can name the new people gallery, and then you can go in and create people in the gallery.

You can link a file to a person in a person gallery. It can be a contract, email correspondence or something else entirely. To link a file to a person, click on the “person” and then click on the document icon, which is shown as a paper clip. Here you can attach a file by uploading a new file or selecting a file that is already in the folder.

If you delete a person gallery, your work will be lost. This also means that the people created in the person gallery will disappear from timelines to which the people are linked.

You can delete a person gallery by clicking the three dots. Here you can select "Delete". This will open a dialog asking you to confirm that you want to delete the people gallery. When you have clicked "Delete permanently" the person gallery and the created persons will be deleted everywhere where it has been used.

Timeline

You can create a timeline from the front page or inside a folder. When creating a timeline, you can choose between a landscape or table view. You create a timeline from the front page by clicking the yellow "+" button. When you create a timeline from the front page, you'll be prompted to place it in a folder (you can select an existing folder or create a new one).

To create a timeline inside a folder, click the yellow “+” button next to “Timelines and People Galleries”. A dialog box will appear where you can name the new timeline.

There are two ways to link one or more people to a point on a timeline.
One is on the point on the timeline when you create or edit it. Click on the person icon and either select a person from the list or select “Create new person”. If you create a new person, you will be asked to give the person a name. This person will then appear in your person gallery and can also be linked to other points on the timeline.
The other way is from the sidebar on the right. Here you can see a list of the person galleries in the current folder and all the people created in it. Click on a person and click on “Add point”. After this, a new point will appear on the timeline with this person already connected. Fill in the remaining information that you want on the item.

If you delete a timeline, your work will be lost. That is, the timeline itself and the work that went into it will be gone. 
You can delete a timeline by hovering over it on the front page or in the folder and clicking the three dots. Here you can select "Delete". This will open a dialog asking you to confirm that you want to delete the timeline. Once you have clicked “Delete permanently” the timeline will be removed from the folder.

User settings

Settings for your user in Proceedy Timeline can be changed in your user profile, which you will find in the top right corner under the user icon.
From here you can change:

  • Your personal information
  • Contact information
  • Security information and language and time zone settings.

You can change this information at any time. The changes will be saved by default the next time you log in.

The time zone in the Proceedy Timeline can be changed in your user profile, which you will find in the top right corner under the user icon.
Under "Language and time" you can select the desired time zone. Click "Save changes". After this, the solution will be set according to the selected time zone, and you will be able to see the new time in the Proceedy Timeline. This will be saved by default the next time you log in.

The language in Proceedy Timeline can be changed in your user profile, which you will find in the top right corner under the user icon.
Under "Language and time" you can select the desired language in the field. Click "Save changes". The solution will then be set to the selected language. This will be saved by default the next time you log in.

Go to your user profile and click "Delete my user". Here you will be asked to leave all your organizations before proceeding with deleting your user. 

You leave all your organizations by going to "Organization" and then "Leave organization" at the individual organizations. Here you must transfer ownership of all folders before leaving and later deleting your user. 

This is to ensure that all folders are transferred and none are unresolved and lost simply because a user is deleted. 

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