Video review and client feedback

Comment on deliverables with playback. Agency and client each have their own surface. Review hangs on assets that came from the quote when you won the deal properly.

Media types

Podcast CRM category and Audio on quotes are supported. Upload an audio deliverable the same way as video from the project asset list or asset detail. Clients can comment at a timecode, approve, and download when downloads are enabled — same as video review. With two or more ready versions, use Compare to play cuts side by side (synced playback), like video.

You need real assets first

Review sits on project assets. Those come from quote lines marked as assets, then carried in when you Mark deal as won.

If you opened a blank project and never defined assets on a quote, review has little to attach versions to. Prefer the CRM → quote → won path in Get started and Projects overview.

Two surfaces

Use the agency player while producing. Clients use portal review once the deliverable is shared with them. See Client portal.

Agency: prepare and share

1. Confirm the project has the asset slots you sold.
2. Upload or attach media on that asset (new version when you iterate). From the Assets list you can drop a file on a deliverable row to upload straight to that asset, or drop on empty space and pick the asset. Video and audio take one file per drop; Photo and video stills can take several images (one set on that asset — quote qty like × 40 is the sold count, not separate rows). In the asset side panel, Upload video / Upload images is the main action; Remove video / Remove images / Remove audio deletes the current version (including while video is still encoding) if you uploaded the wrong file. While bytes are still uploading, use Cancel upload on the bottom-right progress card to stop the transfer (it does not delete a version that already finished uploading). On the review page, agency editors can also use Delete version… in the more-actions menu for video, audio, and images. Optional External review link (collapsed) is only for Frame.io / Vimeo style URLs when you are not using Clippter review.
3. Open review from the project to check playback and leave internal notes.
4. On upload you choose Share with client (default → Waiting for client) or Keep internal (agency-only). Prefer Share unless the cut must stay Internal.
5. Clippter does not email the client yet — copy the portal link and send it yourself. Guest media share links are separate and always play the shared cut. Work states then move through Waiting for client, Feedback received, and Approved. Same upload / Share / Keep internal / Approve rules for video, stills, static ads, photo, and audio. If a cut is still Internal, use Send to client on the asset panel or re-upload with Share.

Default how many feedback rounds you sell comes from Company workflow (Default Feedback Rounds). Assets also track an Edit round.

Client: leave feedback

1. Sign in to the portal and open the project → Review.
2. Play the version that was shared with them. Focusing the comment box pauses once to lock a timecode; Play resumes watching.
3. Add comments (often pinned to a time or place on the frame).
4. Approve when they are happy, if your process uses that control.

They cannot comment on versions that are still internal-only.

Download on phone

When downloads are allowed, Download opens a menu:

• Video: quality list — Original (best), 1080p, 720p (and lower for phone)
• Photo sets (stills): This photo (the open image) or All photos (every image in the set). In the player, scroll the thumbnail strip (or use the side chevrons) to jump to a photo without stepping one by one.

On iPhone, the browser shows Save… after you choose. Tap that, then choose Files (not the Photos app). Safari is often clearer than Chrome for this step.

Guest share links can also offer Add your feedback… / Send feedback without a portal account. Enter Your name above the comment field, or fill it in the popup if you send without a name — then the comment continues. Use guest links for quick one-offs; use the portal when the client should keep coming back. See Media library and share links.

Agency: process feedback

1. Read new notes in the review player.
2. Mark as done (or Resolve) when a note is handled; leave open notes Mark as open when work remains.
3. Prefer clearing open client notes before uploading the next version, so rounds stay clear.
4. After changes, share the new version again when the client should review.
5. Use Reopen for client if you need another look after an approval without a new file. You can also Upload new version while the asset is still Approved — that starts a new cut (Waiting for client by default, or Internal if you choose Keep internal).

Across many jobs, open feedback also shows under Projects → Feedback → Feedback to process (with the client logo). That list counts client (and guest) comments, and internal team notes only while the deliverable is in Internal review. A client-visible summary or description an editor leaves when sending a version to the client is a note for the client, not feedback to process, so it does not appear there. Each row shows the assigned editor (or Unassigned). Open a row to jump into that review.

Things that trip people up

• Blank project, no quote assets: nowhere clean for versions.
• Client invited but the cut was uploaded as Keep internal: “I see nothing” — Share on upload, or Send to client.
• Mixing guest /share/... feedback with portal review when you meant a full login.
• Assuming agency preview equals what the client can see.
• Burning edit rounds without updating Edit round / sold rounds on the quote.
• Waiting for encoding to finish before removing a wrong upload — use Remove video / Remove images / Remove audio / Delete version… as soon as the version exists. Cancel upload only stops a transfer that is still uploading.

Related

• Client portal
• Projects overview
• Create and manage quotes
• Company workflow settings
• Media library and share links
• Get started with Clippter