Get client approval

0:01Get client approval.

0:03Ask for approval sends an area’s items to your client for a decision. They get an email with the list, your note, and a link to their portal.

0:11Check internal review to ask someone in the firm first.

0:15A single item goes from its own page, with Send for approval.

0:19Everything you’ve sent waits here, with who it went to, when, and your note, until they answer.

0:25Your client sees each item with its picture and specification, and answers: approve, approve with notes, revise and resubmit, or not approved.

0:36If something isn’t right, a note goes back with the answer, in their own words, so you know exactly what to change.

0:43Back on your side, every decision is kept: what went out, when it came back, the outcome and the note. Revise the item and send it again.

0:52If you’d rather keep it between you and your client, download each item’s spec sheet as a PDF and send it yourself. The portal is there when you want it.

1:02And under Settings, Email, you can hold every email to someone outside the firm until you’ve approved it.

1:08That’s an approval, start to finish. More videos: portspace.io/videos