Account & BillingUpdated Aug 2026

Reviews: finalize live-view feedback

After you share a deliverable to the live view, open the Client Portal Reviews tab and make the final call: approved, or create the next revision.

Reviews is the owner/admin inbox on each Client Portal. When you share work to a client workspace, reviewers comment in the live view (/portal); this tab is where you make the final call. It is not Strategy Review (brand strategy polish) and not Content Checker (does copy match the brand).

πŸ“ How to Access

Open Clients β†’ Overview, then Open Client Portal, then the Reviews tab. Bookmarks to /clients/reviews still work (they redirect). It requires an eligible plan (Strategist or Agency) with client workspaces enabled. Owners and admins can finalize; strategist editors can view the queue and reply to comments.


What you can do

πŸ—‚οΈ This client’s queue

Filter shared deliverables by status to see what is waiting on you for this client. The Overview tab splits this into Needs your action (you should move next) and Waiting on client.

πŸ’¬ Review feedback in the app

Open Review feedback to read comments, pinpoints, and versions and reply without leaving the app. Open live view shows the same client inventory in staff preview (actions stay off).

βœ… Make the final call

After the client comments, mark the item approved (when they have approved) or click Create Revision to start the next version. Drafts stay hidden from the client until you send them for review.

πŸ”— Open the work

Each card still links to the brand. Use Open live view when you want to see exactly what the client sees (staff preview of the live view).

πŸ“₯ Related portal tools

No-login review links live on Settings β†’ Workspaces (Guest review links). The Client Portal Reviews tab has a shortcut there. File requests and shared files are on this Client Portal Materials tab (clients see Files). Download a client upload or choose Mark as reviewed so it leaves Needs your action. Client written answers are on the Client input tab.


How review flows in

1
Share from a project Portal tab or Asset Library

Owners/admins publish deliverables to a client workspace. Only shared items appear to portal reviewers. See Asset Library and Projects.

2
Reviewers respond in the portal

Client reviewers leave notes, version comparisons, and can approve or request changes in /portal.

3
Make the final call here

Click Review feedback to read comments, annotations, and versions in the app (you can reply here too). If the client asked for changes, click Create Revision β€” they keep seeing the last shared version until you send the next one. When they have approved, mark the deliverable approved. The client is notified.

πŸ’‘ Pro Tip

Map: Client Hub β†’ Client Portal β†’ Brand β†’ Reviews. Live view is what the client sees. For where workspaces, brands, and portal access fit together, see Brands vs workspaces.

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