Performance agency file operations
Review incoming campaign evidence and track the deliverables sent to clients for approval.
- Industry
- Agencies
- Team
- Client services, Marketing, Operations
- Use case
- Documents and evidence, Client portals
- Tags
- Client delivery Internal review
- Includes
- 1 app
Template preview
1 / 2
Included items
-
Files Admin app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
Use the Files Admin workspace to distinguish files received from the client from deliverables sent for approval. Review queues and file statuses show what needs attention while the underlying project access remains in force.
- Incoming and outgoing file views
- Review and approval queues
- File status and revision context
- Project file previews and downloads
How to use this template
-
Define the project workflow
Choose the client inputs, delivery responsibilities and decisions this project needs.
-
Configure the audience
Confirm the Client and Admin responsibilities, project context and visible information.
-
Review access and content
Check project permissions, named owners and configured content before using the app with a client.
Frequently asked questions
Who is this configuration for?
Performance-agency account leads and delivery operators responsible for the client project.
What files belong here?
Campaign evidence, approved delivery records, engagement baselines and next-cycle priorities for the selected client project.
How can I find a file?
Search by name, filter by file type and use the review-status controls to narrow the project library.
Can I preview and download files?
The library offers previews and downloads for the available project files. The preview depends on the stored file type.
What do the review statuses mean?
Approved files are ready to use. Changes requested and awaiting review identify work that still needs the responsible reviewer.
Do Client and Admin have the same view?
The Client app presents shared project files. The Admin workspace also separates incoming evidence from outgoing deliverables and review queues.