Knowledge Base / Help Center

Support Center

Simian Projects

Last Updated: Nov 28, 2017 05:16PM MST

Simian Projects is an iOS app for creating, administering and sending project presentations from a mobile device.

Download Simian Projects from the App Store.

Compatibility Requirements:
• iOS 7.0 or later

Compatibility Devices:
• iPhone
• iPad
• iPod Touch

  1. Log into Simian Projects
  2. Create a New Project
  3. Create and Manage Folders
  4. Manage Users
  5. Share Files and Folders
  6. Manage Notifications and Settings
  7. Approve, Reject and Comment
  8. Manage Project Information

 

Log into Simian Projects

  1. Launch Simian Projects to log in.
  2. Enter your Simian URL (e.g. companyname.gosimian.com).
  3. Enter your username and password.
  4. Press Log In.

 

Create a New Project

  1. Launch the Simian Projects app.
  2. Press the + button in the upper right corner.
  3. Enter a Project Name.
  4. Press Create to view the project in the My Projects list.
  5. Press on the project title to enter the project.

 

Create and Manage Folders

To create a folder:

  1. From inside the Project click the sandwich menu in the upper right corner.
  2. Press + Create Folder.
  3. Enter a Folder Name.
  4. Press Create.

To rename a folder:

  1. Locate the folder.
  2. Swipe it to the right.
  3. Press the (i) icon.
  4. Select Rename.
  5. Enter a new folder name.
  6. Press OK.

To lock a folder:

  1. Locate the folder.
  2. Swipe it to the right.
  3. Press the lock icon to lock and unlock the folder.

Note: Locking folders prevents the folder's content from being seen by users with lower permission levels. Learn how to set custom permission levels.

To sort folders:

  1. Press the sandwich menu.
  2. Select Sort.
  3. Drag folders into the desired order.
  4. Press Done.

To move folders:

  1. Press the sandwich menu.
  2. Press Select.
  3. Select the folder(s) to be moved.
  4. Press the Move button.
  5. Select a destination folder.
  6. Press the Select button.

 

Manage Users

  1. From inside of a Project, click the Edit icon in the Icon tray.
  2. Press Manage Users.

Note: Active users will appear with a check mark next to their username under ACTIVE USERS. Inactive users will appear below INACTIVE USERS.

To add a new project user:

  1. Press the Add User button.
  2. Complete the required fields.
  3. Set their account Permission Level and project User Level to the appropriate access.
  4. Press Add.

To edit a permission level:

  1. Select a user from the either the ACTIVE or INACTIVE USERS.
  2. Select a new User Level.
  3. Press Save.

 

Share Files and Folders

  1. Locate the file or folder.
  2. Swipe the file or folder to the right.
  3. Press the arrow send icon.
  4. Select a send option.

To send via Simian:

  1. Select Send Folder.
  2. Add a recipient by pressing the Email Address box and typing an email address(es).
  3. Alternatively, choose a contact from your address book by pressing the + icon.
  4. Press into the email message box and type a message.
  5. Press Done.
  6. Adjust presentation settings by pressing Options.
  7. Set presentation template and send options.
  8. When finished, press Send.

Tip: Preview your presentation before sending by pressing the Preview link.

To send via shortlink:

  1. Select Email Shortlink.
  2. This will bring up your default email provider.
  3. Add a recipient by typing an email address(es) into the To field.
  4. Customize the email Subject and Body.
  5. When finished, press Send.

To copy the shortlink without sending:

  1. Select Copy Shortlink.
  2. This will copy your presentation shortlink to your clipboard.
  3. From here you can paste the shortlink into any app (messaging, social media, etc.)

 

Manage Notifications and Settings

  1. Press the Edit icon at the bottom of the screen.
  2. Select Notifications / Settings.
  3. Turn On or Off the desired notifications and settings.
  4. Press Save.

 

Approve, Reject and Comment

  1. Locate the file.
  2. Tap the file to bring up the Detail Page.
  3. To approve, click the  icon.
  4. To reject, click the X icon.
  5. To comment, click the comment bubble in the upper right corner.
  6. Enter a comment and press Done.

Note: Comments made in Simian Projects will not be time stamped.

Tip: To view comments, approvals, file Information and statistics, locate the file, swipe right and then press the (i) icon. Select from the available information in the menu to view.

 

Contact Us

b35e45ba88c3dd03a98cc4846690c854@simian.desk-mail.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete