Send something for approval
- Open the project › Files › Deliverables.
- Click Submit for approval and choose the file (image, PDF or video), or paste a Figma, XD or Canva link and click Add link.
- The client sees it first thing in their portal.
How the client comments
- On an image or a PDF page, they click the spot and write. The comment is pinned there.
- On a video, they pause and click, so the comment is tied to that moment.
- Then they approve, or ask for changes.
Versions
After changes are asked for, send the new version. Compare with v1 shows the two side by side (and, for images, with a slider).
Several approvers and a deadline
Review date and approvers sets the date and who approves. Choose Any contact or All the chosen people: with the second, it's only approved when everyone has approved. Reminders go by e-mail the day before and on the day.
The project needs a client for deliverables to reach the portal.