Approval Studio Client Review Cycle Setup (Onboarding)

Approval Studio Client Review Cycle Setup (Onboarding)

1. 01

   Create a new workspace for the client in Approval Studio

   Navigate to the Workspace settings and select 'Add Workspace'. Name it after the client to keep projects isolated.

2. 02

   Invite client stakeholders as external users

   Use the 'Invite Users' option in the Members tab. Assign roles like 'Reviewer' or 'Approver' to control permissions.

3. 03

   Upload initial design files to a new project

   In the project dashboard, click 'Upload Files' and select the mockups. Approval Studio supports 23+ file formats, including Adobe Creative Suite files.

4. 04

   Configure annotation and feedback settings

   Enable annotation tools for reviewers. Set up version comparison to automatically flag changes between uploads.

5. 05

   Set up task assignments and deadlines

   In the Tasks section, assign revision tasks to team members with due dates. This is available on the Pro plan and above.

6. 06

   Integrate Slack for real-time notifications

   Go to Integrations, select Slack, and connect the workspace. Choose which events (new feedback, approval) trigger alerts.

7. 07

   Test the workflow with a pilot client

   Run a mock review cycle to ensure annotations, version comparison, and notifications work. Adjust settings based on the pilot.

8. 08

   Document SOPs for client approval handoff

   Create a standard operating procedure document that outlines how clients submit feedback and approve designs, to be used in training.