SignoffFlow – Client Approval Workflow & Client Portal

SignoffFlow is a client portal plugin for agencies, freelancers, and service teams.

Create a private portal workspace per client account where you can: * Share project updates (timeline) * Share files with protected downloads * Send client requests/tasks and track completion

Portal access is restricted to WordPress users assigned to a client account, plus staff users with management capability.

This plugin only outputs front-end content on the portal page via the [cliapwo_portal] shortcode.

Use cases

• Collect client confirmations on deliverables and tasks
• Keep client communication out of email threads
• Share files securely with per-client access control
• Provide a branded agency client portal experience

Getting started

1. Go to SignoffFlow > Settings.
2. Use the Quick setup panel to create a sample portal page, or create a page manually and add [cliapwo_portal].
3. Confirm that page is selected as the portal page in SignoffFlow settings.
4. Create a client account in SignoffFlow > Clients and assign one or more WordPress portal users.
5. Add updates, files, and requests for that client account.
6. Log in as an assigned portal user to view the portal and complete requests.