Getting started
From signup to your first approval
Set up your workspace, upload a file, and request your first review.
Reviewed on October 14, 2026
1. Sign in
Create your account and check the email address you entered. Open the latest message to continue. If you mistyped the address, select “Correct email address”. Then name your team's workspace; its address is suggested automatically.
2. Upload
Open your first review and choose a file. Check the title and destination project. Select “Change project” to organize it elsewhere. Stages and checklists are in the advanced options.
3. Invite
Open the participants area, enter the reviewer's email, and check whether they can comment or approve. Check notifications before sending. To continue later without inviting anyone, save a draft.
4. Approve
The recipient opens the link and verifies access if requested. After checking the files, they select “Record decision” (or “Decide” on mobile), choose “Approved”, and confirm the decision. If files still need to be opened, required downloads are missing, or mandatory comments remain, the screen explains what to do. Only a participant with decision permission can approve.
What should happen
The decision is saved in the review. The stage advances or closes according to its rule; one approval does not necessarily complete a review with other approvers. Open the review details to follow participants and their decisions.
Common problems
- No email: check the address and spam folder. Wait until resend is available and open the latest message.
- Workspace address already taken: edit the suggestion and try another variation.
- Send button unavailable: check the file, title, project, and participants indicated on screen.