Documentation
Guides for setting up projects, sharing review links with clients, and collecting approvals.
Getting started
People & access
Members, roles, and your workspace
What a workspace holds, what Owners, Admins and Members can each do, how to invite people, and when a project collaborator fits better.
UPDATED AUG 29, 2026
Collaborators: inviting outside people to a project
A collaborator is a per-project grant, not a workspace seat. How to invite a freelancer or partner, what they see, and what stays hidden.
UPDATED AUG 29, 2026
Workflows
A client video review workflow that holds up (with example)
A worked client video review workflow — V1 out, notes in, V2, approval, delivery — with each stage mapped to what you actually do in the product.
UPDATED AUG 29, 2026
A simple video approval process (template included)
A video approval process built on a real record — who approved which version, when — plus a short template you can run on the next job.
UPDATED AUG 29, 2026
How to manage video revisions with clients
Manage video revisions with clients by treating versions as the unit of change — comments become the brief, and every round stays on the record.
UPDATED AUG 29, 2026
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