How to use Client Approvals

Get sign-off from teammates and clients, right on the item.

Prerequisites

A monday.com account with permission to install apps (an admin, or a member if your account allows member installs).
Any board with items. Files you want reviewed should be uploaded to the item (Files tab or a Files column).

Install the app from the monday.com Marketplace and choose the workspaces it can access.
Add the view to an item: open any item, click + next to the item's tabs and choose Client Approvals.

Create a request. In the Client Approvals tab, write what needs approval, pick teammates and/or click Add a client approver (name + email), choose "One after another" or "Everyone at once", and select the files to review.
Send for approval. Teammates get a monday notification. For clients, click Get link. The very first time, a one-time connection window opens: approve it, then click Get link again.
Share the link with your client using Copy link or Email it. The link is private to that client.
Your client decides. They see the files and approve, or request changes with a comment. No monday account needed.
Track everything on the item. Each decision is posted to the item's Updates and you get a notification. If changes are requested, update the files and click Resubmit for approval to start a new round.

Tip: In "One after another" mode, a client's link becomes active only when it's their turn. Earlier approvers must decide first.

Email support@signofflabs.eu.org. We reply within one business day.