Setting up a State for Client Review

This article will outline the process for inviting a client (or other reviewer) into SignAgent™. This process will give them permission to view, approve, reject, and comment on signs within one specific state.

1. Create Review State

  1. Right-click on the Project that you'd like to add the Review State to.
  2. Select the New State option

2. Add State Details

Add the details you'd like for the state. You can see more details on creating a state here: Adding a State

Be sure to click Save before moving on to the next step

3. Move Signs into the Review State

Next, select all the signs that are ready for review, and move them into your new review state.To do this, simply click on the drop-down list at the top of your sign editing dialog, and choose "Review"

4. Invite Client to Review

Once you're confident that everything is ready to be reviewed, you can invite the client to the Review state.

To do this, right-click on the Review state and choose Edit.
Then, click on the Permissions tab, and enter your client's email address into the "Assigned Users" field.
Finally, click Save.

If you want to, you can customize the names of each action by adjusting the text under "Actions"

Note also that only users whose emails are within the Assigned Users field will be able to approve, reject, etc. (including admins!)

Once you've added your client into Assigned Users and clicked Save, your client will then get an email asking them to create an account and review your signs.

They will only be able to see signs that are within the Review state.

They will be able to approve, reject, or comment on signs within that state, but they won't be able to move signs or edit their data directly.

Once they're finished, you should receive an email notifying you that the review is complete.

  • If you want more details about the process your client will go through, you can see more information about that here: How to Review Signs
  • Want more information about invitations and collaboration?
    Check out our webinar: Collaboration in SignAgent