How It Works

Follow each step in Cards.

  • Internal assignments, rates, working notes, and unrelated Cards remain private.
  • Do not forward a client review link to an unauthorized recipient.
  1. 01

    Confirm the client contact and the item approved for external review.

    Cards screen demonstrating step 1: Confirm the client contact and the item approved for external review.Confirm the client reviewer and intended item
    Step 1 screen focusConfirm the client contact and the item approved for external review.
  2. 02

    Review the files, notes, and context that will be visible.

    Cards screen demonstrating step 2: Review the files, notes, and context that will be visible.Review the exact context visible with the item
    Step 2 screen focusReview the files, notes, and context that will be visible.
  3. 03

    Send the Client Review or Deliverable through the supported sharing workflow.

    Cards screen demonstrating step 3: Send the Client Review or Deliverable through the supported sharing workflow.Open the focused Client Portal experience
    Step 3 screen focusSend the Client Review or Deliverable through the supported sharing workflow.
  4. 04

    Ask the client to use the private review link and available decision controls.

    Cards screen demonstrating step 4: Ask the client to use the private review link and available decision controls.Use the private review decision controls
    Step 4 screen focusAsk the client to use the private review link and available decision controls.
  5. 05

    Follow returned feedback inside the connected Project history.

    Cards screen demonstrating step 5: Follow returned feedback inside the connected Project history.Follow comments and Decision History with the item
    Step 5 screen focusFollow returned feedback inside the connected Project history.
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