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Get client approval.

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Ask for approval sends an area’s items to your client for a decision.

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They get an email with the list, your note, and a link to their portal.

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Check internal review to ask someone in the firm first.

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

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

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

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

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Back on your side, every decision is kept: what went out, when it came back, the outcome and the note.

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Revise the item and send it again.

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If you’d rather keep it between you and your client, download each item’s spec sheet as a PDF and send it yourself.

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The portal is there when you want it.

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

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That’s an approval, start to finish.

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More videos: portspace.io/videos