Get client approval

Get client approval.

Ask 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.

Check internal review to ask someone in the firm first.

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

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

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

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

Back 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.

If 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.

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

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