04 / REVIEW & REVISE Learn by doing

Approve work, or send it back
with changes.

Your team sent work for your review, and you want to approve what’s ready and send back what needs another pass, with a clear reason.

VIDEO GUIDE1 min 27 sec3 min readPrefer to read?

By the end, you’ll have answered every asset, checked the summary, and submitted your review to your team.

Before you start

  • You’re signed in to the portal from your team’s review email.
  • Your team has sent you a review with assets waiting for your answer.

Watch the walkthrough

English · Captions · 01:27
WRITTEN GUIDE

One answer per asset, then one submit.

This guide is for clients. Your team sent you work to review, and each asset needs its own answer: Approve, or Changes with a reason. In the video, Maya Chen at Harbor & Pine approves the key visual and sends the front label back with a change.

You’re already signed in to the portal from your team’s review email. If not, start with Review work your creative team sent you.

  1. 01

    Your review in the portal

    The review sits at the top of the portal, here Review 1, and the counter shows how many assets are still undecided. Each asset needs its own answer.

    A comment isn’t an answer. To point at what should change, see Show your team exactly what needs to change. To answer, choose Approve, or Changes if something needs work.

  2. 02

    Approve an asset

    When an asset is ready, click Approve on its card. The card now reads Approved.

  3. 03

    Request changes with a reason

    When an asset needs another pass, click Changes and say what should change under Reason for requesting changes (required), for example “Use the darker green from our brand guide.”

    Then click Save changes requested. The card now reads Changes requested.

  4. 04

    Nothing is final yet

    The portal says it: “You can still change decisions before finishing.” Until you submit, you can change any answer.

  5. 05

    Finish review

    When every asset has an answer, click Finish review. The summary, here “Finish Review 1?”, shows your answers, for example “1 approved · 1 change requested”, with your reasons.

    After you submit, you can’t add comments or change answers until your team sends the next round. Check the summary first.
  6. 06

    Submit review

    Click Submit review. Your review is sent, the portal shows the date it was sent, and your team is notified.

  7. 07

    After you submit

    Approved work moves to Delivered files, and you can’t take it back yourself. Assets with changes requested go back to your team to revise; the portal shows how many the studio is revising.

    Need a change after that? Click Ask the studio to reopen. It lets your team know; it doesn’t reopen anything by itself. When your team sends a new version, you can compare it with the one you saw; see Send a revised version back for approval.

    In short: answer every asset, give a reason for changes, then Finish review and Submit review. Until you submit, nothing is final.

Check the result

  • Every asset has an answer: Approve, or Changes with a reason.
  • You clicked Finish review and checked the summary.
  • You clicked Submit review and saw that your review was sent.

If it didn’t work

Is a comment the same as an answer?

No. A comment says what should change; your answer is Approve or Changes on each asset.

Why can’t I save Changes?

A reason is required. Say what should change in Reason for requesting changes, then click Save changes requested.

I picked the wrong answer.

Until you submit, nothing is final: you can still change your answers. After Submit review, answers and comments are locked until your team sends the next round.

I approved something and now want a change.

You can’t take back approved work yourself. Click Ask the studio to reopen; it lets your team know, and they decide what happens next.