How to get a design stage approved by the client
Clients usually approve the concept, visualisations and drawings stage by stage, sometimes over several rounds of changes. In a messenger it is easy to lose track of what was approved and when. In ArchiBoard you send a stage for approval from «Phases & schedule», and the client answers in the client portal.
- 1
Send the stage for approval
Open «Phases & schedule». In the «Approval» column of a design stage, click «Send for approval».
- 2
Describe what to approve
Write what needs approving and add a link to the files. Set «Reply by» and click «Send».
- 3
The client answers in the portal
In the client portal, the client sees the «Stage approvals» block and clicks «Approve» or «Request changes» with a comment on what to change.
- 4
Send the next round
If the client asks for changes, the status becomes «Changes · round 1». Make the changes and click «Round 2: send». When the client approves, the status becomes «Approved · round 2».
Good to know
- Until the client replies, you can withdraw the request with «Withdraw».
- You get an email when the client approves a stage or asks for changes.
- For the client to see the stages, send them a client portal link.
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