Client approvals
Send an approval request to the client's portal. They approve or reject it on the page, and their answer stays with the request, with who gave it and when.
Updated 8 November 2026
How an approval works
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Share what needs approving
Share the draft from File Drop or a card from your Task Board in the portal, so it sits beside the request.
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Send the request
Give it a title and say what you need them to check. Add a due date and send it to one person or to everyone in the portal.
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Your client answers
It shows under Action needed in their portal. They choose Approve or Reject.
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You close it
Their answer shows on the request as Approved or Asked for changes, with their name and the time. Accept or reject it to close the request.
Things clients are asked to approve
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A logo or design
Share the files, then ask for sign-off before you produce the final set.
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Copy for a page or campaign
Share the document and ask them to approve it before it goes live.
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A plan or schedule
Share the plan and ask them to approve it before work starts.
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A change to the scope
Describe the change in the request and get a clear yes or no back.
Due dates and reminders
If a request is still open when its due date passes, the client gets one reminder email and you get a notification in Raq.com. The request is marked overdue in your list.
The portal list has a To review view that shows the portals with answers waiting for you.
Questions
Is a portal approval the same as a signature?
No. It records which invited person chose Approve and when. For a signed document, Raq.com E-Sign is a separate tool.
Can I ask a question instead of a yes or no?
Yes. A question request gives the client a box to type their answer, which you then read and accept.
Can more than one person approve?
Each request takes one answer. To get sign-off from two people, send each of them their own request.
Does the client see my accept or reject?
Yes. Once you accept or reject their answer, the request shows as Approved or Rejected in their portal.
More client portal guides
- For agencies Drafts for sign-off, final files and the assets you need from the client, in one portal each.
- Sharing files with clients Files in a private portal, with a record of each download and a way for clients to send files back.
- Client area on your domain Portals on portal.yourfirm.com with your logo and colours, and no Raq.com footer.
Set up a portal for your next client
Sign-up goes through Raq.com. It opens ready for your first portal.