2. Look for the yellow banner at the top, Click on SEND
If you have options on any items, this will show up. There will also be a small yellow banner on the individual selections.
3. Click filter to remove or add the locations you want to send
You can also opt to remove individual selections if you would like by unchecking the orange box by the individual items.
4. Select the client you want to approve
Note: Clients will need to accept your invitation to join the project in Materio in order to make selection approvals. Clients never, ever have to pay to use Materio, even when they accept the invite and create an account.
5. Click on SEND SELECTION(S)
6. Once you send, they will be moved to the Awaiting Approval workspace where your clients can view.
✅ Tip: your clients will not be able to see the images of any selection items until the selections have been sent to them. If your client is not seeing the images, double check that you have sent them those selections.
7. To edit what your client can see, click on their icon/photo at the top. Then click their existing permissions.
8. This brings up a dialog where you can adjust if they see attachments, or vendor info.
9. Click on SAVE
