Get client approval on each picture

Quick answer

Tick Ask them to approve each picture when you create a board (or Send N approved to a client from a job). Your client approves or asks for changes on each one. Their notes land back in Review, and nothing is redone or charged until you act.

Before you start

• A client board. See Share work with clients on boards.
• Client approvals are free. Only the redos you choose to run use credits.

Steps

1. Turn approvals on. Tick Ask them to approve each picture on a new board, or Ask the client to approve each picture in Board settings. From a job in Review, choose Send N approved to a client from the ··· menu.
2. Send the link. Your client opens it and, on each picture, approves or asks for changes, with a note.
3. Watch the board. Approved and Changes asked count up, and you get an email when they approve or ask for changes (one email per batch).
4. Act on changes. On the board, click Redo in Review. In Review the item is under Needs another try › Client changes, with their note. Choose Redo with their note or Fix just their box, or Keep as approved to withdraw the request.
5. Send the new version. Redone pictures update on the board, marked Updated after your note. Or use Upload a new version on an item.
6. Reply. Messages from the client show as A message for you. Click Reply, or Mark as handled.

Tip

Approved items carry a Client approved badge in Review’s grid, so you can deliver them with confidence.

If something looks off

• The client can’t approve: check that approvals are on in Board settings (rows say Approvals off when they aren’t).
• You didn’t get an email: check Tell me when in Board settings.

Related

• Redo and revise results
• Share work with clients on boards
• Team and roles