The Approval Record
Eight months on, the client’s new marketing lead asks who signed off that pricing post. The person who did left in June.
Plans
Added to, never rewritten- Pro included
- Agency included
Ross Sails
Spring regatta recapOctober
Sent to Sam Patel, Round 2
Changes requested by Sam Patel
Sent to Sam Patel, Round 3
Approved by Sam Patel
Delivered to Google Drive
June’s person left. this didn’t.
What It Does
Every post a client has had keeps its history: each round sent, who approved and when, what changed after, and when it was delivered. Entries are added and never rewritten.
You find it under a client’s History, as monthly cards you can search and filter. When someone wants it on paper, Export Approval Record takes it out as a PDF or a CSV.
Export Approval Record
PDFCSV
Include internal notes
Download
How It Works
1
Open History
Every post made for that client, newest first.
2
Find the Post
Search the words, or filter, then open its timeline.
3
Take It With You
All time, a preset, or days you pick, for the Owner and Editors.
Worth Knowing
Internal notesLeft out of the export unless you tick to include them, and labelled Internal when you do.
Print This RoundA round as a PDF for a client who won’t open a link. No tick boxes, because paper can’t record an answer.
The client’s own copyTheir progress page lets them download the record too, without your notes.
Start the Record With One Post
Free for 14 daysNo credit card needed