Getting the client's approval on the record
Sometimes you need an official YES or NO sign-off from the client. Basecamp can help with that! Click
Get their approval on the record...
Now you'll be able to write up what needs to be approved and send it to someone on the client side. You can attach files, too.
You'll also have the option to set a due date for the approval. If you set a date, Basecamp will automatically remind your client to answer 24 hours before the approval is due (and once every day if it's overdue.)
Once the request is sent, it goes into WAITING status. You can still change the request or cancel it while it's waiting.
Now the client will receive an email asking them to answer your request.
When they click the green button, they'll be taken to a simple page with the request, where they can answer YES or NO and leave a comment. (They won't need to log in or anything like that.)
After the client answers, their response will go back into Basecamp. You'll get a notification about the answer, and the original post will be updated with their yes or no.
If you need to follow up, just reply to that thread. Then the client can reply via email like normal.
Next up: Clientside Message Board →