The Different Ways to Invite Reviewers to Get Feedback on Digital Assets
zipBoard is a collaboration and project management tool that helps teams to organize and streamline their workflow. One of the key features of zipBoard is the ability to get feedback on content or documents. In order to get valuable feedback from reviewers, it's important to understand what kind of reviewers you can have, and how to invite them in the right way.
Here are the three broad categories in which reviewers fall under
- Collaborators
- Clients
- Guest Collaborators
Collaborators
Collaborators are typically members of your team who need to have greater access to your project beyond simply reviewing. They can upload content into your project, as well assign tasks/be assigned tasks in your project.
Here are different ways to invite Collaborators in zipBoard:
Adding them directly to the project - when you are working on a project, there is a Collaborators section on the left side toolbar. Here you will be able to select Collaborators, and then enter their email address. This is the most common method of inviting Collaborator reviewers to provide feedback. zipBoard allows you to send an email invitation directly from the platform to your Collaborator reviewers. This is an easy and convenient way to invite Collaborator reviewers and get started with the feedback process.
- Send them a project share link - you can copy a share link from the same Collaborators section on the left side toolbar when you click on the "Add Client" button. This link can be shared with your reviewers through email, chat or any other communication channel. The reviewers can then access the project as a Collaborator and provide their feedback directly in zipBoard.
Click here for a step by step guide on how to invite Collaborators to your project
Clients
Clients are typically your external stakeholders that need to be in the loop with your project. In zipBoard, they will only be able to see individual uploads that you enable access to, but they will not be able to add any additional uploads to the project. They will have access to comment and annotate on those uploads once given permission, as well as have the ability to send messages to the project team in zipBoard in the event that they want to delegate tasks further.
Here are different ways to invite Clients in zipBoard:
Adding Them Directly to the Project - when you are working on a project, there is a Collaborators section on the left side toolbar. Here you will be able to select Client, and then enter their email address. This is the most common method of inviting Client reviewers to provide feedback. zipBoard allows you to send an email invitation directly from the platform to your Client reviewers. This is an easy and convenient way to invite Client reviewers and get started with the feedback process.
Send Them a Project Share Link - you can copy a share link from the same Collaborators section on the left side toolbar when you click on the "Add Client" button. This link can be shared with your reviewers through email, chat or any other communication channel. The reviewers can then access the project as a Client and provide their feedback directly in zipBoard.
Click here to learn more about the Client role and watch a step by step guide on how to invite Client's to your project
Guest Collaborators
Guest Collaborators are typically people who you want to be able to review your uploaded content, without having any access to the project that the content is in. You simply just want their feedback. Guest Collaborators cannot alter your project in any way. They cannot upload into your project, or assign tasks to Collaborators in your project.
Here are different ways to invite Guest Collaborators in zipBoard:
Email Invitation - This is the most common method of inviting reviewers to provide feedback. zipBoard allows you to send an email invitation directly from the platform to your reviewers. You can enter the email addresses of the reviewers and send them an email with a link to the document or content that you want feedback on. This is an easy and convenient way to invite reviewers and get started with the feedback process.
Send Them a Content Share Link - zipBoard also allows you to create a shared link for your document or content. This link can be shared with your reviewers through email, chat or any other communication channel. The reviewers can then access the document or content using the shared link and provide their feedback directly in zipBoard.
Click here to see how you can add Guest Collaborators, and change their permission settings.