Syngency

Full tutorial of Source & Cast for background casting.

Source & Cast Tutorial - FULL SITE TRAINING

Overview Of The Library In Source & Cast

Creating A Job In Source & Cast

Adding Dates In The Job Calendar In Source & Cast

Storing Scripts & Documents In Source & Cast

An overview of what is contained within the 'Background' section.

Overview Of Background In Source & Cast

Adding Roles In Source & Cast

How to copy from an existing role to another role.

Copy From Existing Role In Source & Cast

Viewing Archived Roles In Source & Cast

How to create mandatory questions for Talent to respond to when submitting themselves on a role.

Creating Submission Questions In Source & Cast

Publish Roles In Source & Cast

How to remove a role from being seen/submitted on by the Talent.

Unpublish A Role In Source & Cast

Creating External Submission Links In Source & Cast

An overview of how the submission area works.

Overview Of Submissions In Source & Cast

Viewing Submissions In Source & Cast

How to create a permanent note against any Talent submitted into your job.

Creating Permanent Notes Against A Talent In Source & Cast

Viewing A Talent Profile In Source & Cast

How to select images from submitted Talent.

Selecting Images For Talent In Source & Cast

Uploading An Image For Talent In Source & Cast

How to make your selects from submissions.

Selecting Talent For A Role In Source & Cast

How to add Talent into a role from a search within submissions.

Search & Add Talent From Submissions In Source & Cast

Worksheet Overview In Source & Cast

How to view by date within the worksheet area.

Viewing By Date In The Worksheet In Source & Cast

How to customize columns in the worksheet.

Customizing Columns In The Worksheet In Source & Cast

How to filter, or edit, columns and cells within the worksheet.

Filtering & Editing Worksheet Columns & Cells In Source & Cast

An overview of the additional actions available within the worksheet.

Overview Of Actions Within The Worksheet In Source & Cast

How to view your Talent mix from the worksheet.

Viewing Mix Of Talent From The Worksheet In Source & Cast

How to check your quotas in the worksheet.

Checking Quota Counts In Source & Cast

Adding Talent Into The Worksheet In Source & Cast

How to contact Talent via the general notice function(s) in the worksheet.

Contacting Talent Via Chat In Source & Cast

How to make requests from your worksheet.

Making Request From The Worksheet In Source & Cast

How to request information or media from the worksheet.

Requesting Info And/Or Media In Source & Cast

How to check availability of Talent in the worksheet.

Checking Availability In Source & Cast

Booking Talent In Source & Cast

How to send a General Notice from the worksheet.

Sending A General Notice In Source & Cast

How to track any requests made from the worksheet.

Tracking Requests From The Worksheet In Source & Cast

How to export the worksheet to csv/excel.

Exporting The Worksheet In Source & Cast

How to create a photo pull from the worksheet.

Creating A Photo Pull In Source & Cast

How to create Skins reports from the worksheet.

Creating Skins In Source & Cast

How to send calltimes from the worksheet.

Sending Calltimes In Source & Cast

Editing Calltimes On The Worksheet In Source & Cast

How to move Talent between dates and/or roles.

Moving Talent Between Dates/Roles In Source & Cast

How to do other actions from the worksheet.

Other Actions Available On The Worksheet In Source & Cast

Adding A Scene Or Location In Source & Cast

How to create a client presentation from the worksheet.

Client Presentations From The Worksheet In Source & Cast

Alternative workflow when creating a Client Presentation.

An Alternate Workflow To Create A Client Presentation In Source & Cast

Aron Freeman

Learn how to use Source & Cast to manage your Background Projects

Source & Cast For Background

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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