Client Art Approval / Document Approval | Voters

Client Art Approval / Document Approval

David Hobbs

Send client approvals / track them / record approvals / keep timestamped approvals

February 16, 2019

Nicole Salow

Another vote for versioning and a true approval process. 
As in I upload a document and set it for approval, assign approvers and they can comment as they do now, but when they're finished they click APPROVE, REJECTED, or APPROVED WITH CHANGES.
And then when I upload another version it doesn't act as just another uploaded file, it's a version 2.
This is really the only major thing Clickup is missing. If you have this then you truly compete with similar software like Wrike and pageproof.

Ivan Villa

Merged in a post:

Email to clients

Nicole Robichaud

I'd like to be able to attach a final file to send to a client with a check box for approval

May 12, 2023

Ivan Villa

Merged in a post:

Sign off / Approvals

Kevin Tucker

As a designer, I believe it would be beneficial to have the ability for users to annotate designs with version control. This would allow for easier collaboration and feedback between team members and clients.
Additionally, it would be helpful to have the option for users to sign off on final designs. This would ensure that everyone involved in the project is in agreement and that the design is ready for implementation.
Overall, these features would streamline the design process and improve communication within the team.

May 5, 2023

Sean Kilcullen

Merged in a post:

REVIEWS

Ockie van Heerden

Would love to have the functionality to be able to add files for REVIEW in a task (and select which files need to be reviewed), then add assign the reviewer. Once the reviewer has completed the review they click on APPROVED or CHANGES REQUIRED.

March 16, 2023

Sydney

Merged in a post:

Internal Document/Artwork Approval

Rick Stotts

Submit Artwork/Document via comments, select coworker(s) who will approve. Similar to assign comment.

September 16, 2022

Sydney

Merged in a post:

Approval

Henry

Since you already have "forms" and list of users from the organization, would you be able to come up with a secure approval system similar to docusign? this i would say a plus point or game changer to some.

September 16, 2022

Sydney

Merged in a post:

Art approvals

Terris Ayres

It would be nice to be able to have clients approve art or deny approvals with changes with out having to be a guest and log in.

September 16, 2022

Josiah Wood

This is the main feature I’m hoping to see added. It would solve several pain points for my design team and our organization as a whole.

Henry

just to add, user can upload documents very similar to docusign but with lesser features. [upload docs, assign signatories, check if requires order]. :) thanks.

Ulf Lonegren

Basecamp does this through an email request with a YES/NO option.
Honestly, it could be done much better than how Basecamp does it. But they do keep it easy by allowing you to simply email your client, requesting the yes or no for approval.
One way or another, having the ability to ask a client for a clear approval on a deliverable is very important for digital agencies and presumably other companies who need this sort of feedback from their clients.

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