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Guide · 5 steps

What your client receives

The page your client sees, with sample data.

1 One secure link

One secure link

Your client opens the link from the e-mail. No password, no account.

2 The exact version

The exact version

They read the version you froze — the same words, the same values.

3 Comments

Comments

They can comment on any line. You see the comment at once.

4 It is really them

It is really them

Before deciding, they confirm who they are with a code sent to their e-mail.

5 The decision

The decision

Approve, request changes or reject. The decision is recorded with the date, their identity and the version — your proof.

The same steps run as a guided tour inside the app, on your own screens.

Open Help in the app →

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