Agency workflow
Client Review Board
Create a read-only review space with comments, decisions, presentation order, and protected export controls.
Use this template
What is inside
Overview
Options
Feedback
Decisions
Share settings
How to use it
- Open the template and keep the starter sections that match your project.
- Drop in references, links, files, and notes directly on the canvas.
- Use comments and share settings to turn the board into a review surface.