Approval Workflows

Configure approval workflows with multiple review steps — internal review, client review, final sign-off. Each step can require specific approvers and optionally include automated notifications when the deliverable is ready for review. The workflow tracks which steps are complete, which are pending, and who needs to take action, providing clear accountability at every stage.

Clients see deliverables in a dedicated approval interface with the file preview, project context, and action buttons. They can approve with a single click, request revisions with a comment explaining what needs to change, or add general feedback. The interface is intentionally simple — clients should not need training to use it — while capturing all the information your team needs to act on their response.

When a client requests revisions, the system tracks the revision history — original version, client feedback, revised version, and final approval. Each revision cycle is timestamped and attributed so there is a complete record of what was requested, what was changed, and when it was approved. This history is invaluable for managing scope creep and clarifying expectations on future projects.

Both sides receive automated notifications at each step. When your team uploads a deliverable for review, the client gets an email with a direct link to the approval page. When the client approves or requests revisions, your team gets notified in chat and via email. The notification system ensures no approval sits waiting because someone did not know it was their turn to act.