Feb 6, 2026
10 minutes read

How Kreatli Works: Complete Platform Walkthrough

Learn how Kreatli works - from creating projects and annotating files to versioning, compare mode, sharing, chat, and approvals.

How Kreatli Works: Complete Platform Walkthrough
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Kreatli is designed to replace scattered tools with one structured workspace for review, feedback, version control, and approvals.

This guide walks you through how the platform works, step by step - starting from your first project and ending with advanced review features like compare mode, versioning, and guest sharing.


Step 1: Create Your First Project

Create Your First Project

Projects are the foundation of Kreatli.

A project is where:

  • Files live

  • Feedback happens

  • Versions are tracked

  • Approvals are made

Creating a project ensures everything stays connected - files, people, and decisions.


Step 2: Invite Teammates or Clients

Invite teammates

Invite teammates or external collaborators into your project and assign them to assets. Everyone works in the same shared workspace, keeping discussions, feedback, and decisions aligned in one place - no matter the asset type.


Step 3: Upload Your First File

Upload Your First File

Once inside a project, upload your first file - click the button shown on the screenshot or simple drag & drop multiple assets into the project.

Kreatli supports:

  • PDFs

  • Videos

  • Images

  • Visual assets


Step 4: Open the File

From the "Home" view:

Open the File

From the "Media" view:

Click any uploaded file to open it in review mode.

This is where Kreatli differs from storage tools:

  • Files aren’t just viewed

  • They’re reviewed, discussed, and approved


Step 5: Draw on the File

draw on files

Use visual tools to draw directly on the file:

  • Freehand drawing

  • Arrows, etc.

Drawing is ideal for:

  • Visual feedback

  • Clarifying changes

  • Reducing misunderstandings

Each drawing stays tied to context - not lost in chat or email.


Step 6: Leave Comments

leave comments

Comments can be:

  • Pinned to specific timecodes

  • Replied to in threads

  • Resolved when addressed

This keeps discussions:

  • Focused

  • Actionable

  • Traceable

@Tag teammates or stakeholders to notify them instantly and keep discussions focused, traceable, and easy to resolve - no back-and-forth emails required.


Step 7: Assign Members

In the "Asset" View

assign members

In the "Media" View

assign members

Assign teammates or external collaborators to specific files so everyone knows their role and responsibility from the start. Keep feedback structured, approvals clear, and sensitive work protected - while ensuring the right people are looped in at the right time.

Assign teammates or stakeholders to the project.

Assignments keep feedback structured and ownership clear.


Step 8: Set Status

In the "Asset" View

set status

In the "Media" View

set status

Set a clear status for each file or deliverable so everyone instantly understands where things stand.

You can customise statuses per project to create a unique workflow.


Step 9: Create Your First Folder

create folders

Folders help organize files by:

  • Phase

  • Deliverable

  • Client

  • Asset type

This is especially useful for projects with multiple revisions and formats.


Advanced Platform Features

Once the basics are in place, Kreatli’s advanced tools keep production moving smoothly.


Compare Mode (Side-by-Side Review)

compare versions

Compare Mode allows you to:

  • View two versions of the same file

  • Spot changes instantly

  • Verify feedback was applied

This is critical for:

  • Videos, PDFs, etc.

  • Design revisions

  • Client approvals


Versioning

Upload New Versions

versioning

Manage Version Stack

Manage version stack

Every time you upload a revised file, Kreatli:

  • Creates a new version

  • Preserves previous feedback

  • Keeps history intact

No more:

  • “Final_v7_REALFINAL.pdf”

  • Guessing which file is current


Sharing Files (Guest Experience Included)

share asset

You can generate a shareable link to any file or project.

You control:

  • View vs comment access

  • Approval permissions

share asset

share modal

What Guests See

guest view

From a guest’s perspective:

  • Clean review interface

  • Ability to comment or draw

  • No account required

This makes client reviews frictionless.


Platform Overlay: Safe Zone Checker

Safe Zone Checker overlay

Kreatli includes overlays for:

  • Social media safe zones

  • Aspect ratio guides

This helps teams ensure important content stays visible across platforms like TikTok, Instagram, and YouTube.


Chat Inside Kreatli

Attaching Media to Messages

attach media

You can attach:

  • Files

  • Visual references

  • Media

Directly inside chat messages - keeping discussions contextual.


Creating 1:1 Chats

Use private 1:1 chats for:

  • Quick clarifications

  • Internal discussions

  • Sensitive feedback

All without leaving the platform.


Home Tab: Edit Project Description

home view

From the Home tab, you can:

  • Add or edit the project description

  • Document goals, scope, or context

This helps onboard new collaborators quickly and reduces repeated explanations.


Why This Workflow Works

Kreatli combines:

  • Video Collaboration & Review

  • Document annotation

  • Version control

  • Approvals

  • Production orchestration

Into one platform - eliminating the need to jump between tools.

Explore the full platform here:
https://kreatli.com/platform


Final Takeaway

Kreatli isn’t just a place to store files.

It’s a structured system that guides teams through:
upload → review → revise → approve → deliver

With clarity at every step.


Ready to see how it works?

Visit Kreatli to explore project templates, playback reviews, and file exchange views that streamline creative production.

Black banner with text: "One Workspace to Rule Them All." Mentions Asana, Frame.io, and Kreati.