Client approvals

Get a clear yes, in writing, instead of hunting through email. Your client approves the delivery or asks for changes right on the portal, and you see the answer on your dashboard.

Turn it on

1. Open the portal.
2. Switch on Client approvals.
3. Once the files are published, your client sees Approve and Request changes on the portal. Until they answer, the editor shows “Waiting for your client to review”.

What happens next

• Approve: you see Approved, with their name and the time, in the editor and on your dashboard.
• Request changes: your client writes what they’d like changed. You see Changes requested and their note.

Sending a revision

1. Update the files. Use Replace on a file to keep the same spot in the list.
2. Click Ask again. The approval resets, and your client can review the new version.

Good to know

• Approvals work alongside invoices. Many studios ask for approval first, then send the invoice.
• Turning approvals off hides the buttons from your client. Their last answer is kept and shows again if you turn approvals back on.