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Files and client approvals

In , your agency keeps every file and version in one library and runs creative reviews the client decides on a link. Each approval is recorded on the exact version, so nobody has to argue about which one was signed off.

Who uses it
Producers, designers and account teams at agencies, and brand teams who approve creative; clients review on a link without an account.
What it replaces
A shared drive plus email approvals plus a review tool that knows nothing about the campaign.
Example data
Files and client approvals

How a team uses it

  1. 1Upload or import filesDrop in images, video, documents and audio, or import from Google Drive, and group them into collections per client or campaign.
  2. 2Start a staged reviewSet one to three stages, internal or client, each with its approvers, a closing rule and a due date.
  3. 3Mark up and decideYour team and the client pin, draw and comment on the exact version, then record a decision; the client does it on a link.
  4. 4Turn changes into tasksA change request becomes a task on the project, and the next version stacks on the same file.
  5. 5Size and shareMake channel sizes, with AI where it helps, and share a branded page with the files.
  6. 6See how it performedLink the file to the ads it ran as and read its spend and results.

Library and versions

One place for every file, with every version kept on the file itself.

Upload and organise

Images, video, documents and audio, or Google Drive imports, with instant previews in gallery, table or board view and views you can save.

Collections and smart collections

Group files by client or campaign by hand, or set rules and let a smart collection fill itself. Pin the collections you use most to the sidebar.

Version stacks

A new version stacks on the file instead of sitting beside it. The history shows every version, who uploaded it and its approval state.

AI tags and search by meaning

AI writes a caption, tags and any text printed in an image, so you can search in plain words or find similar files. Tags a person added stay as they are.

Made from and used in

See where a file came from, such as a direction, and where it has been used since.

Ad performance on the file

Link a file to the ads it ran as in . Name matches are suggested, a person confirms each one, and the file shows spend, cost per result and flight dates.

Reviews and approvals

Staged reviews with every decision recorded on the version it was made on.

Staged reviews

One to three stages, internal or client, each with named approvers, a closing rule and a due date.

Four clear decisionsClient sees

Approved, approved with changes, changes requested or not relevant, recorded on the exact version. The stage result follows from the closing rule you set.

Markup on the exact spotClient sees

Numbered pins, boxes and arrows on images, comments at a moment in a video and notes on a document page. Compare versions side by side or as an overlay.

Reply threadsClient sees

Reply under a comment on the same version and resolve the thread as one. Guests reply from the share link, and everyone in the thread is notified.

Review desk and reminders

One list of what waits on you. Overdue stages email their reviewers each day, and a due date can be moved or a reviewer swapped from the email.

Change requests become tasks

With , asking for changes creates a task on the project with an assignee, due date, files and an optional voice note, linked back to the version.

Sizes and sharing

Channel sizes

Free centre crops for ten common channel sizes, kept beside the original version.

Resize with AI

Recompose an image for a channel size so nothing important is cut. The credits show first, a failed size is refunded and the original never changes.

Extend with AI

Keep the whole image and let AI continue the scene into the new shape. The extended version is saved beside the resize on the file.

Share page builderClient sees

Give each link its own page with a headline, intro, cover, theme and layout, plus an optional passcode, expiry date and name-first gate.

Shares overview

Every link you have sent, with opens and last activity. Copy, preview, edit or revoke any of them.

Brand kit

Each client's brand in one place, read by the rest of the suite.

Brand portalClient sees

Logo variants converted on download, palettes in common formats, fonts, rules and imagery, filled in from the client's website to start. Publish a brand page or download a brand PDF.

Voice and guardrailsClient sees

One brand voice per client: traits, tone rules, editorial dos and don'ts and a word list. It shows on the public brand page and guides drafts across the suite.

Start a creative direction

Turn a board of references into a new board in one step.

What your client sees

Review links
No account needed: the client pins, draws, comments at a video moment, replies in threads and records a decision. Internal stages stay hidden, and you can revoke the link at any time.
Share pages
A branded page per link, with an optional passcode, expiry date and name-first gate.
Brand page and brand PDF
A public brand page and a brand guidelines PDF, both showing the brand's voice and guardrails.
Review record PDF
The stages, comments and decisions for each version, in one document.

AI and people

Where AI helps

  • Captions, tags and the text printed in an image
  • Search by meaning and finding similar files
  • Recomposing an image for a channel size
  • Extending an image into a new shape

What people decide

Every review decision, every approval and every link between a file and its ads is made by a person; AI takes no part in reviews, markup or share links.

Connects with

  • A locked direction arrives as the project's first board, and a board can start a new direction.

  • A change request on a version becomes a task, linked back to the marked-up version.

  • The spend and results of the ads a file ran as come from and sit on the file.

  • The client's brand kit (palette, logo rules, voice and guardrails) guides every brief and concept generated in .

  • Voice rules drawn from the client's documents in arrive in the kit as proposals for someone to accept.

  • Files can be used as materials for a content concepts project.

Questions teams ask

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