Share & Review Links make teamwork a breeze!
It enables you to share and seek feedback for your design requests with anyone, even if they don't have a Design Pickle account. No more hassle of adding them as users or configuring roles and permissions; all they need is a collaborator account.
Note: Share & Review Links are available exclusively with our Pro, Premium, and Power plans
Step 1
Navigate to your request and locate the "Share" button.
Note: You will only see this button when a request is in For Review request status
Step 2
A popup will appear. There are 2 ways you can invite collaborators to your request:
1. Direct Link
You may share the direct link to the request by clicking on the Copy Link button on the bottom left side of the popup:
This will copy the Share & Review Link to your clipboard, ready to be shared with anyone you want to invite to collaborate.
2. Email
You may invite them via email by entering the email address into the text field:
Note: Hit the Enter or Spacebar key to set the email address or to add a second email address into the text field
Once you're done inputting the email address(es), click on the Send button
Your invited collaborator(s) will receive an email with either Design Pickle branding or your own custom branding (via our White Label feature)
Step 3
Collaborators who join in reviewing your request will be added to the 'Existing collaborators' section.
Step 4
If you wish to stop sharing your design request, you can disable the sharing link by toggling off the 'Enable link' switch. Doing so will result in disabling the access of your collaborators to the request.
Want to know what your collaborator sees and how they submit their annotation feedback? Check out How To Leave Feedback As A Collaborator.
A few things to note:
Collaborators can view past versions of your shared design request, but they can only leave annotations on the most recent version
Collaborators can't download files
Collaborators can't see any information about the original request, for example, your original design directions, file formats requested, or sizes you asked for
Any annotations or feedback added by your collaborators will not be automatically sent to your designer. You approve or reject any collaborator feedback before it is submitted to your designer for revision.
Your request will remain in Customer Review until you mark it as complete or send revisions (either from you or your collaborators). The usual 30-day automation applies, which will auto-complete your request after 30 days if no revisions are sent to your designer.
Collaborator feedback won't automatically reach your designer(s). You have control over the final approval of all comments and feedback a collaborator adds.
Step 1
Go back to your request normally via your request queue.
Step 2
You will see annotations and feedback added by your collaborators on delivered design files.
Click on either the Approve or Reject button for the action you'd like to take on the feedback.
Step 3
If you Approve feedback, you can edit or delete it if you change your mind.
If you Reject feedback, you cannot edit or delete it.
Step 4
When done reviewing all the feedback, hit 'Send updates to my designer' to finalize and send any annotations and approved collaborator feedback to your designer.
Note: Your collaborator will only see 'Reviewed' on their feedback status. They will not know if you've Approved or Rejected their feedback.
Can I share the link with multiple people?
Absolutely!
If I share the link with an existing Design Pickle user, do they need to create a collaborator account?
No, they can use their existing Design Pickle account.
What's the difference between a collaborator account and a regular Design Pickle account?
Collaborator accounts do not share access to your Design Pickle account; they can only see requests linked or emailed to them. They will not see your queue or other requests in your account.
Can collaborators see my other requests?
No, they cannot see your other requests, request queue, or account details. To add collaborators to multiple requests, you can send them a Share & Review Link (or email) for each request on which you want them to collaborate.
Only users that you've added as users to your account will be able to access your request queue and account details (if they're an admin).
Is there an option to automatically approve feedback from my collaborators without me having to approve/reject each one individually?
This is not available right now, and you will have to approve each submitted feedback.
However, if you do not wish to manually approve or reject all feedback, you can still mark a request as complete or send your own annotations to your designer.
When you click ‘Send updates to my designer,’ you will be prompted to continue despite having pending collaborator feedback. If you click to continue, any unreviewed feedback will be automatically rejected.
Can I white-label the collaborative review page?
Yes! See the articles below to learn more:
Need further help? Email us through [email protected], or click the chat button on the lower right-hand side of this window to chat with us.