--- title: "Get client approval on a Flow Step" description: "Share a document, a note or a link in a step, and let your client approve it or request changes before the Flow moves on." url: https://support.hubflo.com/fr/articles/15704495-get-client-approval-on-a-flow-step collection: "Flows" updated: 2026-11-09 language: fr alternates: [en] --- # Get client approval on a Flow Step Share a document, a note or a link in a step, and let your client approve it or request changes before the Flow moves on. Share something in a Flow, like a quote, a draft, or a document, and let your client **approve it** or **ask for changes** before the Flow moves on. You stay in control of the content, and your client signs off before the next step. **When to use it** - An engagement letter or quote to validate before work starts - A deliverable (draft, report, design) to approve before moving on - A document to confirm before your client signs it in the next step > **Note:** **Before you get started** > Client approval is only available on steps that share something (a Note, Link, Embed, or Shared files) and are assigned to an external role (your client). ## Set up an approval step 1. Go to **Flows > Templates** and open your template. 2. Select the step that shares your content. 3. Open the **Assignment** tab. 4. Under **How does this step end?**, select **The client approves it, or asks for changes (approval)**. Every Flow you launch from this template now includes the approval step. > **Tip:** Approval isn’t available on File request, To-do, or Form steps. To check a client’s submission, choose “The participant completes the step, then a team member reviews it”. ## What your client sees The step shows a **Needs your approval** badge. Your client opens the content and clicks **Approve** or **Request changes**. ![](https://staticfiles.gleap.io/ghelparticle/6ZmS4GJZqvJ1VBWa6vlHRBMo1Izl29CHWvzDFAHuJIa6NoirXPlqErF0hS4peRqBpAog1y4kmNy.png) To request changes, they must leave a comment. They’ll see after sending: “Your request has been sent to the team. You’ll be notified when the step is ready again.” ## Handle a change request 1. Open the Flow. The step shows **Changes requested** with your client’s comment. 2. Click the **pencil** icon next to the content card to edit it. For **Shared files**, this reopens the uploader. 3. Click **Send back for approval**. ![The Steps tab shows the selected Engagement letter step with Changes requested, a reviewer comment asking to update the fee schedule, and Skip and Send back for approval buttons. Visible: Steps, Files, Kickoff video, Completed, How we'll work together, Engagement letter.](https://staticfiles.gleap.io/ghelparticle/Lc0PzyDyhEhEzLod8i4fhfXwSl2aA2RRLY6SC8X8oe0l5CmwPNNULbb6UGvWF3j0pcnSt4wzakt.png) Your client gets an email to review it again and once your client approves, the step shows **Approved by \[client name\] · \[date\]** and the Flow moves to the next step. ## **How notifications work for approvals**

When	Who	How
The step opens	Client	Email
The step is sent back for approval	Client	Email
The client approves	The person who launched the Flow, plus the contact’s owner	In-app + push
The client requests changes	The person who launched the Flow, plus the contact’s owner	In-app + push + email

## Related articles - [Start and manage a Flow](https://support.hubflo.com/en/articles/15704489-start-and-manage-a-flow.md) - [Notifications and reminders in Flows](https://support.hubflo.com/en/articles/15704493-notifications-and-reminders-in-flows.md) * * * 💬 **Still have questions?** Start a chat with us or email [hello@hubflo.com](mailto:hello@hubflo.com). We'll be happy to help.