Steps
Go to Dashboard → Global Settings
Click the Approvals tab
Configure the three client approval stages:
When submitted: Recommended stage is Submitted
When approved: Recommended stage is Approved
When rejected: Recommended stage is Rejected
Click Save
How It Works
When you submit specs through the client portal:
Specs automatically receive the "Submitted" stage
When the client approves → Stage changes to "Approved"
When the client rejects → Stage changes to "Rejected"
First-Time Setup
The system prompts you to configure client approvals the first time you attempt to submit specs through the portal.
Tips
Use consistent, clear stage names
These stages apply to all projects
Stages help you track approval status at a glance
Related Features
Submit Individual Specs Through Client Portal
Send Batch Specs to Client Portal
Assign Spec Stages