Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Clientish File Proofing: Pins, Approvals and Versions
Send designs, PDFs and links on an order, collect pinned comments and approvals from clients, and keep every version in one place.
In Clientish, file proofing lets your clients review the work you make for an order. They pin comments on images, approve each file or ask for changes, and you answer and send a new version on the same order, not in a long email thread.
Who can do it: the owner and admins; team members need Edit Orders to add and send files and Manage Order Messages to reply. Clients review from their portal.
What Is File Proofing in Clientish?
File proofing is a Proofs tab on an order where your client reviews each file you deliver and gives a clear yes or no.
- Files come in two ways: a shared link (Google Drive, Figma, Canva, Dropbox or any web page) or a file chosen from your own Google Drive.
- The file stays where it lives. Your client opens it inside the portal and needs no account on Drive, Figma or Canva.
- Each file has its own status: Draft, not sent, Waiting for client, Changes asked or Approved.
- A new version keeps the earlier ones and their comments, so nobody loses track of what changed.
Which Files Can Clients Pin Comments On?
Clients can drop numbered pins on images. Every other kind of file gets comments and an approval, without pins.
How Do Clients Review Proofs in the Portal?
Your client opens the order in their portal, goes to the Proofs tab and reviews each file you sent. The tab shows up once you send the first file.
- They get an email, “Files to review on order”, and a bell notification with a link straight to the tab.
- A card above the order tabs counts the files waiting and has a Review next file button.
- On an image they click the spot that needs work, write a comment and click Comment.
- Approve file marks it done. Request changes sends their pinned comments to your team, with an optional note.
- A file with changes asked can still be approved later, once your new version is right.
People your client invites to their own team review files too, if they have the “Review and approve files (proofs)” permission.
What Happens When Every File Is Approved?
When the client approves every file you sent, you get a notice that they approved every file. The order doesn’t complete automatically: you complete it, or the client clicks Approve delivery once the order is in the Delivered status.
Who Is Notified About Proof Comments and Approvals?
The workspace owner and the team members assigned to the order get a bell notification each time the client comments, approves a file or asks for changes.
- Your client gets a bell notification when your team replies. Team-only notes never reach them.
- You can also act on it with an automation: the trigger Client asks for changes on a proof file can, for example, alert the person who made the file.
Before You Begin
- Links need nothing set up: the file only has to be viewable by anyone who has its link.
- Private Drive files need Google Drive connected under Integrations, with a Google Picker API key saved on its card.
How to Start File Proofing on an Order
On the order, open the + Add menu in the tab bar and pick Proofs; after that you add files and send them. Every step, with screenshots, is in sending files for approval.