Permission Note
Approving deliverables requires specific approval capabilities in your account. If you need approval authority, contact your Account Manager.
What is the Deliverable Review Process?
When a deliverable is ready for your review, it moves to Sent to Client status and a notification is sent to you. You then review the work, provide feedback if needed, and either approve it or request changes. Once you approve, the deliverable can move toward publication or handoff.
Find Deliverables Awaiting Review
Navigate to the Deliverables page or the relevant project. Filter by Status and select Sent to Client to see all deliverables awaiting your approval. You will also see these items in your Approvals queue.
Open and Review a Deliverable
Click on a deliverable to open its detail view. You will see:
- The deliverable name, type (asset, campaign, etc.), and description
- The asset or file itself, if applicable
- A summary of work completed
- Any comments or notes from the creator
- Timeline and key dates
Provide Feedback or Request Changes
If the deliverable is not quite right, click the Request Changes button. A text field opens where you can enter specific feedback and notes about what needs to be revised. Be clear about what changes are needed so the team can revise efficiently. Click Submit Feedback.
The status moves to Changes Requested and the team is notified. You will see this deliverable again once revisions are submitted.
Approve the Deliverable
If the deliverable meets your expectations, click the Approve button. Add any final notes if desired, then confirm. The deliverable moves to Client Approved status and the team is notified. The work can now proceed to publication or the next phase.
Track Approval History
The Approvals page shows your approval history and the number of approvals you have completed this month, helping you track your review workload.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.