A delivery waiting on you shows Awaiting your review. Answer it from the review page, not by replying to the email — that is the only route the team sees.
Send feedback
- Open the delivery from the portal — from Awaiting your review on Home, or from Deliveries.
- Watch the cut. Add time-coded comments for anything specific.
- Click Your Feedback at the bottom of the player.
- Choose Approve or Request changes.
After Approve you get a confirmation with Download final video, and a download link by email. After Request changes the screen confirms that the team will be notified.
Tip: Request changes is the verdict, not the feedback. Leave the details as time-coded comments first, so the editor knows exactly what to fix and where.
The four review states
| State | Meaning |
|---|---|
| No status | Not sent to the client yet |
| Awaiting your review | Sent, waiting on the client |
| Approved | Client approved this version |
| Changes requested | Client asked for adjustments |
The state belongs to the version, so a new version starts the cycle again. The portal shows who answered and when.
Who can approve
By default, any registered contact of the client can approve and download.
When the workspace turns on Use contact roles (gestor/revisor) in Workspace Settings → Client portal, only Manager contacts approve and download the final delivery. Reviewer contacts comment and request changes.
Someone who is not a registered contact — an identified visitor on a shared link — can comment, but never approves or downloads the final.
What happens on the team side
- The task’s review status changes, and the change is recorded in the task’s activity log.
- On Approve, the client blocker is removed automatically, so the card stops waiting on the client.
- Any automation set to the Review status changed trigger runs.
- Approval also produces the delivery email and the download link.
When the client decides outside the app
Clients often answer by WhatsApp, by email or in a meeting. The team can log that decision on the client’s behalf, with the same effect as the client clicking in the app: the blocker is released, the Review status changed automations run and, on approval, the delivery goes out.
- Open the latest version on the review page.
- Open the review actions and choose Client approved or Client requested changes.
- Under How did the client let you know?, pick WhatsApp, Email, Meeting or call or Other.
- On an approval, leave Send the delivery email to the client on if the client should get the email with the download link, or turn it off if they already have the file.
- Confirm with Log approval or Log changes.
The version then shows Approved by the client or Client requested changes, with “logged by” your name and the channel. The task’s activity log records it the same way.
- Who can do it: team members whose role has the Send to client permission, set in Workspace Settings → Team, under Approval Workflow Permissions.
- When: while the video is with the client, and also before it was sent — during internal review, for a client who saw the cut in a meeting. Logging the client’s approval then releases the internal review too.
- Only the latest version. A decision is always logged on the newest cut, and a version that is already approved cannot be approved again.
Tip: Approve internally is not the same thing. It only releases your team’s internal review; the client has not decided anything. Use Client approved only when the client actually said yes.
Changing a decision
- The client approved after asking for changes, or the request was a misclick: on a version marked Client requested changes, open the review actions and choose Client approved.
- The client asks for an adjustment after approving: on the approved version, the status menu offers Client requested changes.
- Changes requested by your own team: Undo request sends the version back to internal review. It appears when the workspace uses internal review and needs the Approve internally permission.
- Sent to the client by mistake: while the video is with the client, Cancel send brings it back to internal review.
What’s next
See Send a video to the client for the sending side, and Mark who a task is waiting on for how waiting is tracked.