How do I Work with Clients in zipBoard?
When creating digital content for clients, it’s important to focus on sharing only the relevant details to avoid overwhelming them with unnecessary project information. Clients typically aren’t interested in internal tasks, reviews, or day-to-day team activities.
At zipBoard, we allow you to separate access between external stakeholders (clients, SMEs, executives) and your internal team (designers, managers, developers, writers). This ensures that your team’s work stays private, while clients can still provide valuable feedback without getting bogged down in the details.
👉 How to Invite Clients to Your zipBoard Project
Watch this video to learn how you can easily invite clients to your zipBoard project:
Client Access Permissions
Clients will have access to Messages, Comments, U in the project, and they can convert comments into tasks. However, they won’t be able to see the tasks once they are created by your internal team. This keeps the workflow streamlined, ensuring clients can provide feedback and approve content without being exposed to internal discussions.
Sharing Content with Clients
zipBoard makes it easy to share files and collect feedback by simply sharing a link with your clients and stakeholders. To generate the shareable link, follow these steps:
- Navigate to the Review page and click the ‘Share’ button.
- In the ‘Share Review with Guest’ modal, set the desired permissions for your clients.
Share Options
zipBoard offers different share options based on the level of access you want to grant your clients:
- View All Boards/Reviews: This option allows clients to view all screens, comments, and tasks within the project.
- Add New Boards/Reviews: This option lets clients add new reviews by clicking on new screens and making annotations or comments. They will not be able to see any previously added screens or comments.
- View All Boards/Reviews + Add New Boards/Reviews: This combined option gives clients full access to both previously added screens/comments and the ability to add new annotations or comments.
👉READ: Different Share Link Options
Once the link is generated, you can either copy it to share or directly enter your client’s email to send it.
Enhanced Client Sharing with zipBoard
🎉zipBoard introduces a powerful update to the Client Share functionality, offering greater control over what content clients can access when sharing files.
Key Features of the Access Tab:
- Select Clients: Choose specific clients to share files with. Existing clients display with pre-selected permissions for easy management.
- Set Access Permissions:
- All Comments: Allow clients to view all Collaborator, Client, and Guest Reviewer comments.
- Only External Comments: Restrict visibility to Client and Guest Reviewer comments only.
Feedback messages confirm successful changes or highlight errors for easy troubleshooting.
👉READ: Take Full Control of Client Access in zipBoard: Smarter File Sharing, Simplified!
Viewing and Analyzing Client Feedback
The feedback provided by your clients will appear as External Feedback in zipBoard. To review these comments:
Open your project and click on the ‘External Feedback’ section in the left project menu.
- You can now review all incoming comments. For each comment, you have several options:
Approve as a task: Click ‘Add as Task’ next to the comment you want to convert into a task.
Reply to feedback: To respond, select the comment and add your reply text in the comment modal. Click ‘Add’ to save your reply.
By managing client feedback and approvals efficiently, zipBoard ensures that your internal workflow remains undisturbed while keeping clients involved in the review process.
Ready to Try zipBoard?
Want to see how zipBoard can simplify your content review process?
💡 Start your 14-day free trial today to experience the benefits, or schedule a demo to learn how zipBoard can work for your team.