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Client reviews can be created from any collection of versions by selecting the versions in the Versions Page, right-clicking, and choosing Add to client review > Create new.
Once created, client reviews can be accessed via the list of Client reviews in the Project Outliner.
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You can also view Client Reviews as a List view by selecting Client reviews which will then display as a List View:
The review can then be opened in several different ways.
- The first way is from the Outliner: click the 3-dot menu (new navigation) or drop down arrow (old navigation) that appears next to the review name on hover to select Open.
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- You can also launch into the review management page by selecting the review name in the list view:
The review management page will display thumbnail previews of the review content, as well as the review settings in the right-hand menu where the Open button is located.
Organizing your Client Reviews
An ongoing project can have upwards of 10 or even 100 reviews. To be able to organize your Client reviews more efficiently and to be able to quickly find the ones you are looking for, you can drag-and-drop your reviews into Folders.
To create a Folder, first, go to the Client reviews section of your project's Outliner, hover over Client reviews and click the 3-dot menu (new navigation) or drop-down arrow (old navigation), then select Folder.
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Give the folder a name, for example, Animation, and click Rename.
And then just drag and drop a Client review into your new Folder.
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Inviting guests to Client Reviews
Guests can be invited to a review in the following ways:
Share review via link
- In the right-hand menu of an opened Review (as seen in the image above), click the "Share review via link" checkbox.
- This will open a link pop-down that you can copy by clicking the
icon, and paste to invitees as you see fit.
Share this Review
- In an open Review session, click on the Share this Review tab
in the right-hand panel.
- Select + Collaborators -OR- share the link at the bottom with your guests.
- The Share with a link toggle allows you to turn this feature on or off to your preferences.
- If you click + Add Collaborators, the Share review dialog opens and you have the option to Share with a link, where you can copy the link and share as needed -OR- you can email invites directly to your guests. Email addresses must be separated by commas.
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Tip: When inviting guests via email, an envelope icon will display next to the collaborator's name to indicate that the invite has been sent. If this is not appearing, hover over the collaborator's name, and click the icon that appears, or use the Send invites button. |
Passphrase
All invitees will get a secure link where they can access the content, but it is also possible to add an extra level of security by protecting your review session with a passphrase.
If you set a passphrase on your review, all invitees will be forced to fill in the passphrase in order to access the session.
You can adjust the passphrase settings either during the initial setup, or any time during the review in the Settings tab by switching the toggle on or off.
After the Review
Feedback left by the collaborators on the content can be retrieved at any time by clicking Generate report at the bottom of the right pane.
Comments and annotations as well as status changes are included in the report and can be opened as a PDF file via the Jobs menu in the top bar.
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Transferring feedback from a review session
When you’ve got feedback from your clients that you want to share with the team, you can transfer selected information from the review session to ftrack.
The Transfer feedback step is important, as it allows you to choose which feedback to include, and which to remove.
Sometimes feedback from a client might be unclear, or even unhelpful, and you may not want to send it all to your artists, so this step allows you to select only the feedback you need, or to add extra notes if required.
Navigate to your review session and click Transfer feedback to start configuring what information to transfer.
Selecting what to transfer
Next, you need to select what feedback to transfer.
Select notes to transfer from the review session. All annotations will be transferred along with their corresponding notes.
Anything with a purple tick will be included in the transfer, but you can deselect any note or annotated frame.
If all the feedback is required for transfer, use the Select all checkbox.
You can choose to transfer notes as completable by selecting the Transfer notes as completable checkbox.
The Statuses can be updated on either Versions (default) or the related Task.
For that, go to the System settings > Review & player > Settings, to change what status to update.
Setting selected items to Approved or Require changes
You can change the status of selected items based on the given invitee feedback.
If any feedback is Require changes, you can set all selected items to the selected status, and if all feedback on selected items is Approved, you can set all to the selected status.
Transferring
Once you’re done, click Start transfer to the right, and ftrack will add notes and change statuses according to your configuration.
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Notes transferred from a review session will keep the original date and name of the author, and also be marked with the Client feedback label to indicate it came from a review session.
Notifications
When someone comments on a clip or changes the status in a review session, both e-mail and internal notifications will be triggered.
Email notifications are always sent to external collaborators, while internal ftrack users have the ability to decide if they want to receive them or not.
Deleting a session
To delete a review session, click the 3-dot menu (new navigation) or the drop-down arrow (old navigation) next to the review you would like to delete, in the Client reviews menu of the Outliner, then click Delete.
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| Note: Any feedback that has not yet been transferred from the review session will be lost upon deletion. |
Cloning Review sessions
You can clone an existing client review session to create a new review session with the same description and collaborators.
To clone a review session, press the Clone session button in the top of review management page.
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Or choose the Clone menu option from the context menu in the project Outliner.
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| Note: This will not clone the contents of the review session. |
Launching an Action
If you want to launch an external application from the review session management page or do something else programmatically with the review session, you can launch an action by clicking the Actions button on the review management page.
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