Client experienceApprovals & feedback
Client experience/Approvals & feedback
6 min read·05 / 08

Approvals & feedback

Approvals move sign-off out of your inbox and onto the record. You send a deliverable, the client approves or requests changes in one click, and the decision is timestamped against the project — no more 'per my last email'.

Sending for approval

From a project or the Approvals page, choose New review, name the deliverable, and pick the client. It appears in their portal under Approvals, at the top of their home under Needs your attention. Attachments and an email alert are coming.

console / approvals
The console Approvals queue — everything awaiting a client decision, across all accounts.
The console Approvals queue — everything awaiting a client decision, across all accounts.
  1. 1Tabs: Pending, Approved, Changes requested.
  2. 2Each item shows client, type, and who submitted it.
  3. 3You can approve on a client's behalf if they ask you to.

The client's decision

In their portal the client sees the item with two clear actions: Approve or Request changes. Requesting changes asks them what needs to change, and that note comes back attached to the record — not scattered across email replies.

  1. 1
    Client reviews the deliverable
    They open the item from their home or the Approvals section of their portal.
  2. 2
    Approve, or request changes with a note
    Approve records a clean sign-off. Request changes captures their note against the record.
  3. 3
    The decision is recorded
    Status and a timestamp are written the moment they click. Your Approvals queue shows it on the next load.
Pair approvals with status
An approval and a project status are separate today, so move the project to Done yourself once a client signs off. Linking the two automatically is on the roadmap.

A record of every decision

Each review carries its outcome, the note the client left, and the moment they decided. If a client later asks when something was signed off, the answer is on the record — not a memory of an email. A full account-wide audit log, covering edits and sign-ins too, is coming on Studio.

Not automatically — an approval and a project's status are separate today. Once a client approves, move the project to Done yourself. Linking the two so a sign-off gates the close is on the roadmap.

Pending items stay in the queue and surface on the client's home under Needs your attention. Nudge them however you normally would — automated reminders are coming — or approve on their behalf if they've authorized it.

Not yet by email — that is the next thing we are building. Today the decision is written the moment the client clicks, and your console Approvals tab shows it on the next load, with the client's note if they asked for changes.

Next
Files & invoices
Collect assets and get paid.
Next
Security & permissions
Who can approve what.
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