The Deliverables tab is a formal space for submitting completed work and collecting structured client feedback. Unlike the Files tab (which is a general-purpose file library), Deliverables are designed around a review-and-approval workflow with revision tracking built in.
How Deliverables Differ from Files #
- Files — General file sharing; approval is optional; no revision tracking; clients view and download.
- Deliverables — For submitting work for client review; approval is built into the workflow; revision tracking is included (tracks revision count and history); clients approve or request revisions.
Uploading a Deliverable #
Only admins and project managers can upload deliverables.
- Open the portal and click the Deliverables tab.
- Click Upload Deliverable.
- Select the file and optionally assign a Category.
- Choose whether client approval is required (see below).
- Upload.
The deliverable is created with a status of Pending (or Approved if approval is not required — see below).
Requiring (or Skipping) Client Approval #
When uploading a deliverable, a Require client approval checkbox appears in the upload options. It is checked by default.
- Checked (default) — Deliverable goes through the full Pending → In Review → Approved workflow
- Unchecked — Deliverable is immediately set to Approved — clients can download it right away with no approval step
When approval is not required, the Mark as Ready button (for admins) and the Approve / Request Revision buttons (for clients) are hidden — there is nothing to act on.
The Deliverable Workflow #
Each deliverable moves through the following stages:
- Pending — Uploaded but not yet sent for review
- In Review — Sent to the client for approval
- Approved — Client has approved the deliverable
- Revision Requested — Client has asked for changes
To send a deliverable for review: Change its status from Pending to In Review. The client will be notified and can then approve or request revisions.
Client Actions #
When a deliverable is In Review, the client sees two options:
- Approve — Marks the deliverable as approved. No further action needed.
- Request Revision — Opens a form where the client can write notes explaining what changes are needed. If a team member is set up as a schedulable contact on the portal, the client can also request a call.
After a revision is requested, the deliverable returns to Revision Requested status. Your team can then upload a new version, which resets the deliverable to Pending and starts the cycle again.
Revision Tracking #
Each deliverable tracks:
- Revisions Allowed — The maximum number of revisions the client can request (set by category or global default)
- Revisions Used — How many revisions have been requested so far
- Revision History — A log of every version that has been uploaded, including who uploaded it and when
- Revision Notes — The client’s feedback from their most recent revision request
The remaining revision count is shown to the client so they know how many requests they have left.
Deliverable Categories #
Categories help organize deliverables by type (e.g., Design, Copywriting, Development). Each category can have its own revision allowance and an optional “buy more revisions” link.
Categories are configured by admins under Settings → ClientPress → Deliverables.
Linking an External Deliverable #
Instead of uploading a file, you can add a link to an external URL (such as a Figma file, staging site, or Google Doc).
- Click Add Link in the Deliverables tab.
- Enter a name and the URL.
- Save.
Linked deliverables go through the same approval workflow as uploaded files.
Enabling or Disabling Deliverables #
The Deliverables tab can be turned off globally under Settings → ClientPress → Features. When disabled, the tab is hidden from all portals.
