Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Revisions
How clients send a Complete order back for changes, and how you handle it.
After an order is Complete, a client can send it back for changes. This is a revision. You decide how many revisions each order includes.
Overview
This guide shows how clients request a revision and how you handle it.
Who Can Access
Step-by-Step Guide
Set the limit
Go to Settings → Order Statuses and choose Default revisions per order: 1 to 10 times, or no limit. A service can set its own number instead.
The client asks for changes
In their portal, the client opens the Complete order and clicks Request revision, usually with a message saying what to change. The order gets a Revision requested label.
Start the revision
On the Orders page, use Start revision in the order’s menu. The label changes to Revision.
Mark it done
When the changes are delivered, use Mark revision done. The label changes to Revision Done, and the order stays Complete.
Good to Know
- A revision is a label next to the status, not a status of its own.
- Clients can only request revisions on Complete orders, and only up to the limit.
- With Lock completed orders on, a client must request a revision before they can message a Complete order.