AURA

How to show the client: a presentation, frame approval and a PDF

There is one «Show the client» button, and the way is chosen in the «How do you want to show the client?» window: show the presentation full screen, send a link for approval or download a PDF. The article explains how the ways differ, what the client gets and where to read the client's answer.

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Where «Show the client» is

The same action used to be called «Send to client», «Share with client» and «Send for approval». Now the button is «Show the client» everywhere, and you choose the way in the window. It stands in the project header and in the menu of a project card, in the top bar of the presentation editor, in the «⋯» of the estimate and on the page of a finished frame.

In the project header and in the project card menu the button opens the project's presentation (if you do not have the «Presentation» section, the «Client review» page). In the presentation editor and in the «⋯» of the estimate it opens the «How do you want to show the client?» window with three ways. On the page of a finished frame the «Show the client» window opens with a link to the approval of that frame. The project owner and editors see the button.

Three ways in the «How do you want to show the client?» window

  1. «Show full screen»: the presentation opens full screen from the open slide, as at a meeting with the client. Nothing is created or sent. While there are no slides, the line is called «Create presentation» and opens the editor, where slides are put together from the project materials.
  2. «Send for approval»: the client gets a link and answers on their own. In the presentation editor this is a link to the presentation (the «Share with client» window, an expiry, the client needs no account). In the «⋯» of the estimate this is frame approval: the client signs in with their email, sees the chosen options and answers about each.
  3. «Download PDF»: the presentation as a file, to send it in a messenger. Before downloading, the editor runs the same check as before a link.
  • AURA does not send the client an email: copy the link and forward it yourself, in a messenger or by email. A link can be revoked: «Revoke link» for a presentation and «Revoke invitation» for frame approval.
  • The «Fix» items (deleted and unapproved frames) do not let you create a link until they are fixed. The «Check» items can be skipped with the «Share anyway» button (for a PDF, «Download anyway»).

The presentation link and frame approval

  • The presentation link: the client needs no account. They see the slides (and the estimate, the floor plan and the 3D hall if you turned them on), mark slides, write comments and approve the whole concept. You choose the expiry.
  • Frame approval: the client signs in by invitation with their email. They see only the chosen frames and answer about each: «Like» or «Needs changes». They do not see the estimate or the floor plan on this page. The invitation is valid for 7 days.
  • «Invite the client to the whole project» gives the client access to the whole project: «The client views and comments» or, through «Other permissions», «Reader: view only». Choose it when the client will work in the project rather than answer about a few frames.
  • The answers go to different places, so look at both: for a presentation, in the editor; for frames, on the «Client review» page.

Where to read the client's answer

  1. Answers about a presentation: in the editor click «Client replies» (the number beside it shows open replies). In a narrow window and on a phone this line is at the top of «⋯». The «Client feedback» column opens; «What the client saw» (who opened which slides) is in «⋯».
  2. Answers about frames: the project → the «For the client» step → the «Client review» card («Open the remarks» when the client has written something, or «Open the review»).
  3. When the client approves the whole concept, a line that the client approved the concept appears above the slides in the editor, with the «Open the client's replies» button.

If the button is unavailable

  • In the editor «Show the client» is unavailable for an empty presentation (add a slide) and while an operation runs. A link cannot be created while the check has «Fix» items: the reasons are described in the article about the presentation link.
  • A reader and a commenter of the project do not see the button: only the owner and editors can show the client.
  • If the «Presentation» section is not available to you, «Show the client» in the project header leads to the «Client review» page.

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