Get the client's approval on an article
Send an article to the client for sign-off, read their note, and discuss changes in comments.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Clients who are members of the project can approve an article or ask for changes from their portal. The request and their answer are recorded on the article.
By the end you can
- Send an article for client approval
- Read the client's decision and note
- Use comments to agree changes
Screens used
- Project, Content, one article
Before you start
- The client is a member of the project (see Invite a teammate or a client to a project).
Steps
- 1
Find Client approval
On: Article editorOpen the article and find the Client approval panel. It starts as Not sent.
You should see: A Send for client approval button.
- 2
Send it
On: Article editorPress Send for client approval.
You should see: The panel shows Awaiting client.
- 3
Read the answer
On: Article editorWhen the client responds the panel shows Approved or Changes requested, with the Client note they wrote.
You should see: You know what the client wants changed, if anything.
- 4
Discuss in comments
On: Article editorUse Comments under the article. Write a comment, type @ to mention someone, and press Post. Reply answers a comment and Resolve closes it.
You should see: The discussion sits beside the article.
- 5
Send it again
On: Article editorAfter making the changes press Re-send for approval.
You should see: The panel returns to Awaiting client.
Tips
- Some projects require client approval before publishing. The panel says so when that is switched on.
Troubleshooting
- The client says the article is not waiting for their review.
- It was already answered, or it was never sent. Open the article and press Send for client approval, or Re-send for approval.
- You cannot publish the article.
- This project requires client approval before publishing. Wait until the panel shows Approved. The workspace owner can change the rule (see Control what a client can see and must approve).
One row per shot, in the same order as the guide. Estimated length 1:46, recorded signed in as Owner. Use made-up data only. How to record
Say: Get the client's approval on an article. Send an article to the client for sign-off, read their note, and discuss changes in comments.
Hold until you see: Lesson title on screen for three seconds.
Say: Open the article and find the Client approval panel. It starts as Not sent.
Hold until you see: A Send for client approval button.
Say: Press Send for client approval.
Hold until you see: The panel shows Awaiting client.
Say: When the client responds the panel shows Approved or Changes requested, with the Client note they wrote.
Hold until you see: You know what the client wants changed, if anything.
Say: Use Comments under the article. Write a comment, type @ to mention someone, and press Post. Reply answers a comment and Resolve closes it.
Hold until you see: The discussion sits beside the article.
Say: After making the changes press Re-send for approval.
Hold until you see: The panel returns to Awaiting client.
Say: That is get the client's approval on an article. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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