Client Approvals

Track client approval decisions by asset version and prepare follow-up drafts for outstanding items.

Keep an approval queue with exact asset versions, owners, approvers and due dates. Record a decision with its source link and keep revisions separate. Prepare a follow-up draft to send yourself. Keep a local workspace and export a portfolio recap or a separate task JSON export. Follow-ups are prepared locally for manual delivery. The workspace JSON export is unencrypted and separate from the encrypted backup in Saved data. Toolbar capture: Capture this page’s URL to prefill the source thread link for an asset version. Capture begins only after you choose it in the popup. Open without capture skips page access. Saved workspaces are encrypted in this browser. Set a passphrase of at least 15 characters and keep it to reopen your saved work. To migrate an older unencrypted workspace, download its original plaintext recovery copy, confirm the download, and choose to encrypt. Saved-data backups are encrypted; task exports and legacy recovery copies are unencrypted.