Approve a video or request changes

Client portalUpdated September 2, 20262 min read

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

  1. Open the delivery from the portal — from Awaiting your review on Home, or from Deliveries.
  2. Watch the cut. Add time-coded comments for anything specific.
  3. Click Your Feedback at the bottom of the player.
  4. 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 SettingsClient 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.

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.

Frequently asked questions

Can I change my mind after approving?
Yes. Open Your Feedback again and pick Request changes. The screen warns that the team will be notified and the video goes back into review, which may affect the deadline.
Why can I comment but not approve?
Your contact role is Reviewer and the workspace has contact roles enforced. Only Manager contacts approve and download the final delivery. Ask the team to change your role.

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