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All guides
Getting Started›
  • What is HoldFast?
  • Upload your first video
  • Quickstart: send your first review link
  • Review links, reels, and presentations: which one to use
  • Set up your workspace in ten minutes
Projects & Uploads›
  • Organize a project with folders
  • Sort, filter, and switch view modes
  • Tag your library
  • Asset View: every clip across projects
  • Upload large files
  • Auto-ingest with a Local Watch Folder
  • What "Optimizing" means
  • Playback quality: 1080p free, up to 4K on paid plans
  • Find anything with search
Player & Review›
  • Review a cut on the asset page
  • Player shortcuts: J K L, frame stepping, and timecode
  • Trim a clip with Set In and Set Out
  • Set a custom thumbnail
Review Links›
  • How to send a video for review
  • Timecoded comments & annotations
  • Password-protect a review link
  • Set a review link to expire
  • Turn a review link off
  • Let reviewers download files
  • Attach files to comments
  • Brand a review link
  • Review link settings reference
  • Send a new cut without breaking the link
  • Draw on the frame
  • Compare two cuts side by side
  • Pre-generate transcripts before your client opens the link
  • Collect approvals on a cut
Versions›
  • How versions work: two switches, and the filename is the label
  • Add a new version
  • The quiet fix: swap the file, keep the link
  • Publish a cut for reviewers to browse
  • Stage a draft without making it live
  • Roll back with Make active
  • Rename or delete a version
Reels›
  • How to make a showreel
  • Brand a reel
  • Personalized links for sales outreach
  • Share a single video with a public link
  • Embed a reel on your website
  • Publish a gallery on your website
  • Display & Playback: auto-advance, titles, loudness
  • Director pages
  • Capture leads with an email gate
  • Vertical reels: curate by category
Presentations›
  • How to share a presentation online
  • Roll back a presentation to an earlier version
  • Per-recipient links for a presentation
  • Covers and social previews
  • Upload a PDF, PowerPoint, or web deck
  • Embed Google Slides, Figma, or Canva
  • Gate a deck with a password or an email
  • Watermark a deck
  • Add a personal intro video to a proposal
  • Read deck analytics slide by slide
  • Get pinged when someone opens your deck
Insights›
  • How to see who watched your video
  • Engagement scoring explained
  • The intelligence feed & morning brief
  • Get alerted when someone is watching
  • Explore viewers & events
  • Consent, Global Privacy Control, and what your viewers see
  • Set up Slack or Mattermost alerts
  • Fix a wrong company attribution
  • Why it says "Possible X visitor": how attribution is graded
  • Exclude your own team from analytics
  • Export or erase a viewer (GDPR / CCPA)
Transcripts›
  • Transcripts on a public review link
  • How to transcribe a video
  • Comment straight from the transcript
  • Export captions and transcripts
Integrations›
  • Verify webhook signatures
  • Sync engagement to Copper
  • Connect Claude, Cursor, and other AI tools over MCP
  • Create and manage API tokens
  • Premiere Pro plugin
  • HoldFast API reference
For Reviewers›
  • You've been sent a review link: leave your first comment
  • Draw on the frame to show exactly what you mean
  • Approve a cut or request changes
  • Download the files
  • Passwords, expired links, and access problems
  • Browse other versions of the cut
  • The cookie banner and what gets tracked
  • Watching a reel or presentation someone sent you
Contacts & Outreach›
  • Import contacts from Google, Outlook, vCard, or CSV
  • Send a reel or review link by email from HoldFast
  • Open and click tracking, honestly
  • Brand your notification emails
  • Send through your own email domain (SMTP)
Workspace & Plans›
  • Plans & limits reference
  • Roles & permissions
  • Set up your brand kit
  • Invite and manage your team
  • See what's using your storage
  • Add storage to your plan
  • Cancel or archive: what happens to your links
  • Create a second workspace
Backups›
  • Back up your Vimeo library
  • Fix Vimeo backup failures
Troubleshooting & FAQ›
  • My client says the video won't play
  • My upload failed or stalled
  • It still says "Optimizing"
  • There's a lock icon on a feature
  • Do my reviewers need an account?
  • Is my video public once I share a link?
  • Transcription is unavailable on this device
  • My PowerPoint renders wrong
  • My embedded deck shows a permission error
  • A reviewer can't open the link
  • Notification emails aren't arriving
  • Why am I my own hottest viewer?
  • What file types can I upload?
  • What happens to my links if I cancel?
Guides› Contacts & Outreach
HoldFast Guides

Contacts & Outreach

Import contacts, send from your own domain, and read opens honestly.

Import contacts from Google, Outlook, vCard, or CSV

Four import doors, duplicate handling that never overwrites what you typed, and a source label on every contact so you know where it came from.

Send a reel or review link by email from HoldFast

Send from where the work lives: address it in one field, and every send lands in a History tab with per-recipient opens and clicks.

Open and click tracking, honestly

What the numbers actually mean: which opens are real, why clicks are the signal worth trusting, and the suppression rules that protect your sender reputation.

Brand your notification emails

Your invites and notifications in your voice: per-workspace overrides, brand kit variables filled automatically, and saved variants you can switch in one click.

For admins

Send through your own email domain (SMTP)

Five fields and a test send, and every email HoldFast sends for you arrives from your address instead of ours.

For admins

Ready to try it?

Host video, collect frame-accurate review, and see who's watching. Free to start.

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