Use case

Client approvals with Cosign

Client approvals turn an informal “looks good” into a tracked, signed record: send the document for sign-off, see when it is opened, and keep proof the client agreed before you proceed.

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Client approvals: the problem Cosign solves

A client approval is the moment a client formally signs off on work, a deliverable, or a decision before the next stage begins. In agencies and service businesses it covers creative concepts, campaign plans, project scopes, or finished deliverables. The approval matters because it marks the point where the client takes responsibility for the direction, so production or billing can move ahead with a clear mandate.

The problem is that most approvals happen informally — a reply buried in a long email thread, a thumbs-up in chat, or a verbal “go ahead” nobody can later point to. When a revision dispute or scope question comes up, there is no clean record of who approved what and when. Sending the document as a private signing request replaces the scattered yes with a tracked one: the client opens a focused page, approves, and you keep a timestamped completion receipt.

When Cosign fits for client approvals

You need a documented sign-off before production, billing, or launch
Approvals currently live in email threads or chat and are hard to find later
You want to see when the client opened the document, not just guess
A single decision-maker needs to approve one document, not a whole workspace

How client approvals works with Cosign

Upload the document you need approved and use preview to confirm it is the final version.
Add the client decision-maker as the signer so they receive a private link addressed to them.
Set a short expiry — often 7 days — and add a message explaining exactly what you need approved.
Send, watch for opens and the approval, send a reminder if it stalls, and save the completion receipt.

Why this works, and what to watch

Why Cosign fits

The client approves on a focused private page instead of a buried email reply
Status tracking shows opens, previews, and the signed approval in one place
A short expiry nudges a decision instead of letting approval drift
The completion receipt is a clear record if scope or revisions are questioned later

What to watch

An approval records agreement to what was sent, not to later verbal changes
If the wrong version is uploaded, the client approves the wrong thing — preview first
It captures the decision but cannot chase a client who simply will not respond
Cosign tracks the approval but does not manage the project or revisions around it

Client approvals at a glance

Who it helps

Agencies, consultants, and operators

Common blocker

Approvals get buried in email threads.

Cosign outcome

Send a private approval request and track opens, downloads, signatures, and declines.

What the sender sees

Opens, previews, downloads, signatures, declines, reminders, and completion state.

What the signer sees

A focused private page for one document request — no account needed.

Proof kept

Timestamped status, a completion receipt, and audit export.

Templates for client approvals

Client approval

Agency · A client approval records a decision-maker's formal sign-off on a document so work can proceed with a clear, documented go-ahead.

Creative approval

Agency · A creative approval captures a client's formal sign-off on artwork, copy or designs so production can proceed on the agreed version.

Campaign sign-off

Agency · A campaign sign-off records a client stakeholder's formal approval of a campaign plan before launch, confirming the agreed scope and direction.

Milestone acceptance

Projects · A milestone acceptance confirms that a defined stage of a project has been delivered and accepted, often unlocking the next phase or a payment.

Client approvals FAQs

How is a Cosign client approval different from an email “yes”?

An email reply is easy to lose and hard to prove. Cosign sends the document as a private request, tracks when the client opens and approves it, and gives you a timestamped completion receipt you can refer back to.

Does the client need an account to approve?

No. The client opens their private link and approves the document from a focused page. There is no sign-up, workspace, or app to install.

Can I see whether the client has looked at the document?

Yes. Cosign shows opens, previews, downloads, and the final approval or decline, so you can tell whether to follow up rather than guessing.

Is an electronic approval legally binding?

An electronic approval or signature is generally recognised in Australia where the client consents and is reliably identified. Whether a particular approval is contractually binding depends on the document and circumstances — this is general information, not legal advice.

Can I reuse the same approval request for repeat clients?

Yes. You can save the request as a template so repeat approval flows start with the right message, signer setup, and expiry already in place.