Client Review & Approve Flow

Review session

Clients open a share link or portal login, scrub the cut, leave comments, and approve or request changes.

Notifications

Producers get email/Discord when clients act; status flows back to the shot task.

Overview

What clients see when they approve or request changes.

Steps

1. Generate a share link from an approved publish or playlist.
2. Set expiry and watermark options before sending.
3. Client reviews in browser - no App Suite seat required.
4. Collect notes back into production tasks or dailies.

Gotchas

• Your role may not see every link - module config and license entitlements apply.
• See How Metrics Are Derived if a dashboard number looks wrong.

Cross-links

• Client Portal & Share Links - see Help Center
• Review & Dailies Workflow - see Help Center