Review files

Review states

In stages marked as review in the project type, every uploaded file has a review status:

• Pending Review — uploaded, not reviewed yet.
• Approved — the reviewer accepted it.
• Changes Requested — the reviewer asked for changes; it's the author's next to-do.

Approving

Open the project and, in the Files tab, the stage's folder. Any employee at your firm can review the files of a review stage; in client-review stages, the client reviews too, in the portal, and can approve several files at once. Each file has "Approve" and "Request changes" buttons. On the dashboard, the Projects Blocked in Review Stage box lists the projects stuck in a review stage.

Approving sets the status to Approved and adds an entry to the review history with your name, the date and any note you add. Each file's history keeps every decision, in order, from employees and clients alike.

Requesting changes

Use this when the file is wrong, incomplete or needs work. Add a note explaining what's missing — it goes into the review history with your name and the date. In the portal, the note is required when a client requests changes.

The file stays in the list as Changes Requested. The author uploads a new version, which comes in as a new submission with the Pending Review status, and the cycle continues. In a client-review stage, each new submission emails the client a link to the portal, so they know files are waiting.