How do I get a document approved by the client or team?

On the document on the client (Work) or in the project: “Client approves” puts it in the client portal, “Team approves” asks your team. Because client approval reaches the client, it requires confirmation by default. If someone wants changes, “Convert to task” turns it into a task in the project, and “New round with client” asks again.

1. 01Open Clients → client → Work, or the project under Delivery.
2. 02On the document, click “Client approves” or “Team approves”.
3. 03Confirm the request if it's waiting in the overview.
4. 04For “Changes”: “Convert to task”, revise, then “New round with client”.