Briefs in, approvals out, on the exact file.
Collect project briefs with an intake form, deliver large files clients can review in the browser, and get approval on the exact version. Your clients never need an account.
"Which version did they approve?"
Feedback arrives in email, chat and a phone call. The approved file is "final_v3_FINAL". Logins for the client's website arrive in a text. Nobody can find any of it a month later.
One workspace per client or project.
- Start with a brief: Agency project intake, Design project brief, Marketing campaign intake or Website project intake.
- Deliver files for browser review, with no forced download, even for large deliverables.
- Collect feedback on the file in Conversations, and record the decision with Mark Approved.
- Collect logins and access codes with Secure Drop, never in email.
- Send the contract or SOW for signature with Sign.
Questions, answered.
- Can clients review files without downloading them?
- Yes. Files open in the browser. You choose whether download is allowed.
- Do clients need an account?
- No. Clients view, upload, sign and fill in forms from secure links.