We've shipped a few updates to make the template review process smoother and more flexible.
Why customers do this
When more then one party on a project need to review a template before publishing etc
How to assign first reviewer
The short video below explains how to assign a reviewer to a template. You can assign a reviewer to either a published or draft template, and cancel the review at any time before it has been completed.
The template reviewer will receive both an email and Visibuild web app notification to let them know that a template review is required.
The template reviewer can either approve and publish the template, request changes, or request next reviewer
How to approve and request next reviewer
Template reviewers can now choose "Approve and select next reviewer" instead of (or in addition to) "Approve and publish." This lets a reviewer complete their step and immediately hand the template off to another reviewer — without needing to publish first, then go back in to manually change the reviewer and re-request review. It's a lightweight way to run templates through multiple reviewers sequentially.
Send templates to anyone for review — including clients & consultants 🤝 Previously, only head contractor project admins could be selected as a template reviewer. Now, any partner admin from any company in the project can be assigned — clients, consultants, subcontractors. If someone is marked as the reviewer, they automatically get visibility of that template.
Email notification when a review request is cancelled on a template 📧 When a template review is cancelled, both the person who originally requested the review and the person who cancelled it will now receive an email notification. This closes a gap where templates could silently fall back to draft state without the original requester knowing — meaning templates were getting stuck in limbo without anyone realising.