Client Review & Approval
Share work with the client through the client portal and get their approval before you proceed.
#Purpose
Give the client a clear way to review deliverables and sign off.
#Business goal
Documented client approval at each milestone, reducing rework and disputes.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | Varies |
| Departments involved | Delivery, Client |
| Business modules used | Projects, Client Portal |
| AI departments used | — |
| Required permissions | Deliverable management; client has portal access |
| Prerequisites | A client with portal access and work ready to review. |
#Workflow at a glance
1
Prepare deliverable
Draft → in review.
2
Deliver to client
Shared in portal.
3
Client reviews
Approve or reject.
4
Proceed
Approved work moves on.
#Step by step
1
Prepare a deliverable
Create the deliverable and move it from draft into review.
2
Deliver it to the client
Share it so it appears in the client portal as delivered.
3
Client reviews in the portal
The client approves or rejects the deliverable from their portal.
4
Proceed on approval
Approved deliverables let the work move forward; rejected ones come back for revision.
#Approval points
Human approval required
- The client approves or rejects each deliverable in the client portal.
#Expected result
What you should see
Deliverables move through draft, review, delivered, and approved, with a documented client decision.
#Common mistakes
- Proceeding without recorded client approval.
- Delivering work that was not internally reviewed first.
#Troubleshooting
| If this happens | Try this |
|---|---|
| The client cannot see the deliverable | Confirm they have portal access and the deliverable is delivered, not still in draft. |
| A deliverable is stuck in review | Prompt the client to decide in their portal. |
#FAQ
What states does a deliverable have?
Draft, in review, delivered, and approved.
Can the client reject work?
Yes — they can approve or reject from the portal, and rejected work returns for revision.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
Projects Module
Deliverables.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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