# Client Guide

> **You are a Client.** You upload videos, configure the outputs you need, track your jobs through processing, and download the completed accessibility files. You cannot edit captions, manage other users, or access review queues.

---

## Your Sidebar

| Item | What it does |
|------|-------------|
| 🏠 Dashboard | Your home screen — quick upload and job stats |
| 📋 All Jobs | List of all your submitted jobs |
| 📤 Upload Video | Upload a new video |
| 📄 Briefs | Create and submit job briefs |
| 📖 Help | This guide |

---

## 1. Logging In

**Step 1.** Open the platform URL in your browser. You see the **Sign In** screen.

![Login screen](/help-screenshots/global/01-login.png)

**Step 2.** **Left-click** the **Email** field → type your email address.

**Step 3.** **Left-click** the **Password** field → type your password.

**Step 4.** **Left-click** **Sign In**.

If your company uses Microsoft, **left-click** **Sign in with Microsoft** instead.

---

## 2. Your Dashboard

After login you land on the **Dashboard** — your home screen.

![Client dashboard](/help-screenshots/client/01-dashboard.png)

### What you see

- **Quick Upload panel** (blue/purple gradient) — shows a **Upload New Video** button. **Left-click** it to start a new upload immediately.
- **Platform Features** panel — three cards explaining AI Processing, Multi-Language Support, and Quality Assurance. These are informational — no action required.
- **Job status counters** at the top — shows counts for Total, Processing, In QC Review, and Completed jobs.

**Left-click** any status counter to jump to All Jobs filtered by that status.

---

## 3. Uploading a Single Video

**Step 1.** In the sidebar, **left-click** **Upload Video** (📤). You land on the **New Job** page.

![New Job page](/help-screenshots/client/02-new-job.png)

**Step 2.** In the **Drop video file here** zone, either:
- **Left-click** the drop zone to open a file picker — navigate to your video file and **left-click** **Open**, **or**
- **Drag** a video file from your file explorer and **drop** it onto the drop zone (the zone turns blue when the file is hovering over it).

![File drop zone with drag-over highlight](/help-screenshots/client/03-upload-dropzone.png)

Supported formats: `.mp4`. The file appears as a preview with its name and size.

**Step 3.** In the **Job Title** field, type a descriptive name for this job (e.g. "Product Launch Video — May 2026"). This is how the job appears in your list.

**Step 4.** Under **Requested Outputs**, **left-click** the checkboxes for the file types you need:

| Checkbox | What it produces |
|----------|-----------------|
| ☑ Captions VTT | Closed captions file |
| ☑ Audio Description VTT | Written audio description script |
| ☑ Audio Description MP3 | Spoken narration audio file |
| ☑ Accessible Video MP4 | Your video with narration embedded |
| ☑ SDH VTT | SDH captions for Deaf and Hard of Hearing |

**Left-click** each checkbox to toggle it on or off. A blue tick mark shows it is selected.

**Step 5.** If you selected **Accessible Video MP4**, a new section appears asking for the **Accessible Video Method**:
- **Pause Insert** (recommended) — pauses the video at natural break points to insert narration.
- **Overlay** — narration plays over the existing audio.

**Left-click** the radio button next to your preferred method.

![Accessible video method radio buttons](/help-screenshots/client/04-accessible-video-method.png)

**Step 6.** **Left-click** **Voice Settings** to expand voice and TTS preferences.

![Voice settings panel collapsed](/help-screenshots/client/05-voice-settings-collapsed.png)
![Voice settings panel expanded](/help-screenshots/client/06-voice-settings-expanded.png)

Here you can choose the voice style and language for audio narration. **Left-click** the dropdowns to change voice selections. If you are unsure, leave the defaults — your production team can update these later.

**Step 7.** Under **Target Languages**, you can add languages for translation. **Left-click** **Add Language** and select from the dropdown. Repeat for each language you need. To remove a language, **left-click** the **×** next to it.

![Language selector with added languages](/help-screenshots/client/07-languages.png)

**Step 8.** Optionally, **left-click** the **Deadline** date field and type or select a date. This helps the team prioritise your job.

**Step 9.** Optionally, type any **Brand Names** in the Brand Names field (comma-separated). This helps the AI spell proper nouns correctly.

**Step 10.** **Left-click** **Create Job** at the bottom of the page.

![Create Job button](/help-screenshots/client/08-create-job-button.png)

A progress bar appears while the file uploads. Do not close the browser tab during upload.

**Step 11.** When upload completes, you see a **success screen**:
- **Left-click** **View Job Details** to go straight to the job.
- **Left-click** **Create Another Job** to upload another video.

![Upload success screen](/help-screenshots/client/09-upload-success.png)

---

## 4. Uploading Multiple Videos at Once

**Step 1.** Go to **Upload Video** (📤) in the sidebar.

**Step 2.** In the drop zone, **drag** multiple video files from your file explorer at once and **drop** them. Or **left-click** the drop zone to open a file picker and **hold Cmd (Mac) / Ctrl (Windows)** while **left-clicking** multiple files.

The form switches to **multi-upload mode** — a file list appears with each video, its size, and a status indicator.

![Multi-upload file list](/help-screenshots/client/10-multi-upload.png)

**Step 3.** The settings (outputs, language, voice) apply to **all** files in the batch. Configure them as described in Section 3.

**Step 4.** **Left-click** **Upload N Videos** (where N is the number of files). All videos upload in sequence.

When complete, the result screen shows each file:
- ✅ Green checkmark → success, with a **View Job** link.
- ❌ Red X → upload failed. **Left-click** **Retry Failed Uploads** to retry only the failed ones.

---

## 5. Assigning a Client and Project

When uploading, you can optionally assign the job to a **Client** (organisation) and **Project** (a grouping within that client).

**Step 1.** **Left-click** the **Client** dropdown and select your client.

**Step 2.** **Left-click** the **Project** dropdown that appears. Select an existing project, or **left-click** **+ Create new project…** at the bottom of the list.

![Client and project dropdowns](/help-screenshots/client/11-client-project.png)

If you choose **Create new project**, a small inline form appears:
- Type the **Project Name**.
- Optionally set default languages, linguist, and reviewer.
- **Left-click** **Create project** to save, or **left-click** **Cancel**.

---

## 6. Tracking Your Job

**Step 1.** In the sidebar, **left-click** **All Jobs** (📋). You see a list of all your jobs.

![All Jobs list](/help-screenshots/client/12-jobs-list.png)

Each row shows: job name, date created, language count, status, deadline.

**Step 2.** **Left-click** a job row to open the **Job Detail** page.

![Job Detail page](/help-screenshots/client/13-job-detail.png)

### Job Detail tabs

| Tab | What it shows |
|-----|--------------|
| **Overview** (default) | Status, requested outputs, language assets, review notes |
| **Video Preview** | Video player with captions and audio description |
| **Assets** | All generated files for each language |
| **History** | Timeline of every status change |
| **Versions** | Previous VTT version snapshots |

**Left-click** a tab name to switch to it.

### Status timeline

At the top of the Overview tab, a horizontal progress bar shows where your job is in the pipeline. Completed steps are shown in green, the current step in blue, and upcoming steps in grey.

![Status timeline](/help-screenshots/client/14-status-timeline.png)

### When it's done

When your job reaches **Completed** status, a green **Download Files** banner appears at the top of the Overview tab.

**Left-click** **Download Files** to go to the Downloads page.

---

## 7. Downloading Completed Files

**Step 1.** Open the completed job (see Section 6).

**Step 2.** **Left-click** the green **Download Files** button. You land on the **Downloads** page.

![Downloads page](/help-screenshots/client/15-downloads.png)

**Step 3.** You see sections:
- **Source Video** — your original uploaded file.
- **One card per language** — each card lists all generated files for that language.

**Step 4.** To download a single file: **left-click** the **Download** button (indigo) next to it.

**Step 5.** To download everything at once: **left-click** the **Download All** button at the top. All files download sequentially, with a brief pause between each.

> **Note:** Download links expire after 24 hours. If they expire, return to the job detail page and click **Download Files** again to get fresh links.

---

## 8. Creating a Brief

A brief lets you request accessibility work without uploading the video yourself. You describe what you need, and the Production team handles the upload.

**Step 1.** In the sidebar, **left-click** **Briefs** (📄).

**Step 2.** **Left-click** **New Brief** (blue button, top-right).

![New Brief form](/help-screenshots/client/16-new-brief.png)

**Step 3.** Fill in the form:
- **Title** (required) — e.g. "Product Launch Video EN/FR/DE"
- **Description** — any notes for the Production team
- **Requested Outputs** — **left-click** each checkbox for the file types you need
- **Languages** — **left-click** each language code to toggle it on/off; a blue highlight shows selected languages
- **Deadline** — optional date

**Step 4.** **Left-click** **Create Brief** to save as a draft.

**Step 5.** To submit it for approval, open the brief and **left-click** **Submit for Approval** (blue button). The Production team is notified.

Once a brief is **Approved**, a **Create Job from Brief** button appears — **left-click** it to start the upload, pre-filled with your brief settings.

---

## 9. All Jobs — Filters and Search

In the **All Jobs** list, you can narrow down what you see.

![Jobs list with filters](/help-screenshots/client/17-jobs-filters.png)

- **Search bar** — **left-click** it and type a job name, username, or filename to search.
- **Created By** dropdown — **left-click** to filter by who uploaded the job.
- **Status** dropdown — **left-click** to show only jobs in a specific status.
- **Date Created** dropdown — **left-click** to filter by time range (All Time, Last 7 Days, Last 30 Days).
- **Clear Filters** button — **left-click** to reset all filters (only shown when filters are active).

**Pagination** — if you have many jobs, use the page number buttons at the bottom. **Left-click** a page number, or use **Previous** / **Next** arrows.

---

## 10. Mouse Interactions Reference

| Action | Where | What happens |
|--------|-------|--------------|
| **Left-click** job row | All Jobs list | Opens Job Detail page |
| **Left-click** tab | Job Detail | Switches to that tab |
| **Left-click** Download | Downloads page | Starts file download |
| **Left-click** Download All | Downloads page | Downloads all files sequentially |
| **Drag + drop file** | Upload drop zone | Adds file for upload |
| **Left-click** drop zone | Upload page | Opens file picker dialog |
| **Left-click** checkbox | Outputs selection | Toggles output type on/off |
| **Left-click** radio button | Accessible video method | Selects that method |
| **Left-click** language toggle | Language selector | Adds/removes language |
| **Left-click** × on language | Language selector | Removes that language |
| **Left-click** View Job Details | Upload success screen | Opens the new job |
| **Left-click** Submit for Approval | Brief detail | Submits brief to Production |
| **Left-click** Create Job from Brief | Brief detail (approved) | Opens upload pre-filled |
| **Hover** over status badge | Jobs list | Shows full status name tooltip |
| **Hover** over deadline | Jobs list | Shows ⚠ warning if overdue |

---

## 11. Common Errors

| Error | Cause | Fix |
|-------|-------|-----|
| "Invalid file type" | File is not an MP4 | Convert your video to MP4 first |
| "File too large" | Video exceeds size limit | Compress the file or contact Production |
| Upload stuck at 99% | Slow connection | Wait or try again on a faster connection |
| Job stuck in "AI Processing" | AI pipeline issue | Wait 10 minutes; if unchanged, contact Production |
| "No Access" after login | Not added to an org | Contact your platform administrator |
| Download links expired | More than 24h since generation | Revisit the job detail page to get fresh links |
