Deliveries, Approvals & Revisions

Request deliveries are versioned comments in the Activity conversation. A delivery can request a client decision and track revision rounds against a service allowance.

Enable Deliveries for a Service

1. Create or edit a service.
2. In advanced settings, enable Deliveries & approvals.
3. Set the included revisions, or leave the allowance blank for unlimited revisions.
4. Save.

The workspace owner's plan must include versioned proofing. A team member also needs the request/comment permissions required to post to that request.

Send a Delivery

1. Open the request and its Activity conversation.
2. Write the delivery message and attach any files.
3. Enable Mark as delivery.
4. Leave Request approval enabled when you need a client decision, or turn it off for a delivery that does not require approval.
5. Post the comment.

The posted comment shows a delivery version number. Later deliveries receive the next version number, keeping the conversation and files together. Delivery controls appear only when the service has deliveries enabled and the plan allows them.

Client Review

1. The client opens the request in their portal and finds the delivery in Activity.
2. They review its message and attached files.
3. For a pending delivery requesting approval, they choose Approve or Request changes.
4. They add comments when needed. Approval asks for confirmation.

The decision appears beside that delivery. A decided delivery cannot receive another decision. Send a new delivery version when submitting revised work.

Revision Allowance

Each Request changes decision consumes one revision round. Approval does not consume a round. The request shows revision usage against the service's allowance when it has a finite limit.

The allowance tracks rounds for discussion and reporting. It does not automatically charge for extra revisions or prevent the client from recording further change requests. Agree any additional scope or payment with the client before continuing work.

Troubleshooting

• Mark as delivery is missing: enable deliveries on the service, check the plan, and confirm you can comment on the request.
• The client sees no decision buttons: confirm Request approval was enabled and the delivery is still pending.
• The revision count increased: review deliveries marked Changes requested; those decisions count as revision rounds.

See Requests for the rest of the request workflow and Services for service configuration.