Help Center

How to create your first review link

Creating a review link takes less than a minute.

1. From your dashboard, click New Review, or drag a file directly onto the dashboard to open the modal with your file already selected.

2. Upload your file by dragging it into the upload area, clicking to browse, or dropping it anywhere in the modal.

3. Optionally give the request a name in the Request Name field. It auto-fills from your filename but you can change it. This name shows on your dashboard and in notifications to help you stay organized.

4. Add an optional message for your reviewer, then write the two reviewer questions. These are the QUESTIONS your reviewer answers before the file opens, not your answers: type "Your Name" or "Order Number", not your own name or company. A live preview under the boxes shows the exact screen your reviewer will see.

5. Set your review protection level (link only, password, or account required). Client downloads are on by default, so turn off the download toggle if you want the review to stay view-only.

6. Click Create. Your review link is ready to share.

Your client does not need to create an account. They click the link and review instantly.

You can still change the reviewer questions after the request is created. Open the request, click the arrow next to Copy Link, and edit them under Reviewer questions. This is only possible while nobody has opened the request. Once someone has, the questions lock, because the answers are stored against the question that was asked and a later edit would relabel what your reviewer already told you.

If you start filling out the form and change your mind, you will be asked to confirm before the modal closes, so you never lose work in progress by accident.