Client Approval

Overview

The approval workflow ensures clients review and approve your work before you finalize delivery. This protects both parties and ensures clear communication.

Approval Workflow

graph LR
    A[Send Delivery] --> B[Client Reviews]
    B --> C{Decision}
    C -->|Approve| D[Mark Approved]
    C -->|Revision| E[Feedback]
    E --> F[Make Changes]
    F --> B
    D --> G[Complete]

Client Experience

Viewing the Delivery

When a client receives your delivery:

1. Opens the branded delivery link
2. Sees all files in a clean interface
3. Can view files individually
4. Leaves comments on specific files

Leaving Feedback

Clients can:

• Comment on individual files
• Mark favorites for final selection
• Request revisions with specific notes
• Approve the entire delivery

Approving Work

1. Client reviews all files
2. Clicks Approve Delivery
3. Confirms approval
4. You receive notification

Your Dashboard

Tracking Approvals

View approval status in real-time:

Approval Analytics

See detailed activity:

• Which files were viewed
• Time spent on each file
• Comments and feedback
• Approval timestamp

Handling Revisions

When Client Requests Revision

1. You receive notification
2. Review the feedback
3. Make requested changes
4. Upload new files
5. Resend for approval

Revision Best Practices

1. Acknowledge feedback - Let the client know you received it
2. Ask clarifying questions - If feedback is unclear
3. Make all changes at once - Minimize back-and-forth
4. Explain what changed - Add notes with revisions
5. Set expectations - Communicate timelines

Approval Settings

Configure approval behavior:

Require Approval

1. Go to delivery settings
2. Toggle Require Approval Before Download
3. Client must approve before accessing files

Auto-Approve

Set auto-approval after a time period:

1. Go to Settings > Workflow
2. Enable Auto-Approve
3. Set time period (e.g., 7 days)
4. Client has this long to provide feedback

Multiple Approvers

For team decisions:

1. Add multiple client emails
2. Each can leave feedback
3. All must approve for completion
4. First approval starts the countdown

Best Practices

1. Set clear expectations - Tell clients what you need from them
2. Make it easy - Keep feedback simple and actionable
3. Follow up - Send reminders if no response
4. Document decisions - Save all feedback for reference
5. Be flexible - Accommodate reasonable revision requests

Next Steps

• Handle revisions
• Track delivery activity
• Set up notifications