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Message your client about a piece

Use a piece's Client comments to answer questions and talk through changes, right next to the item.

Updated

Every piece has two sets of comments: Internal, which only your team sees, and Client, which your client sees in their portal.

Before you start

  • The piece is shared with your client (Client access is on).

Steps

  1. Open the project and go to Procurement.
  2. Click the comment button on the piece's row. A dark dot means your client has written something you have not read.
  3. Choose the Client tab.
  4. Type in Write to the client…. Click Add image to attach a picture.
  5. Click Send.

What happens next

  • Your client gets a notification, and an email at their next send time if they have not read it.
  • Their reply appears in the same thread.

Good to know

  • Use Internal for anything your client should not see.
  • Use Reply under a message to answer it directly. You can edit or delete your own messages, but not reasons for a rejection or review.
  • Images can be PNG, JPEG, WebP or GIF, under 10 MB each.
  • For general conversation, use the Client topic in the project's Messages. Sharing a piece or file into that topic makes it visible in your client's portal.