Get sign-off from clients

Clients, freelancers and anyone else outside your monday.com account can approve too. They don’t need an account, a password or a paid seat. They get a personal link, open it, and decide.

To add them, put their email address in a stage of your approval flow, or point the stage at an Email column on your board.

Sending the link

When an item reaches a stage with outside approvers, you get a monday.com notification reminding you to send the link. Open the item’s Approvals tab:

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1. 1The client's stage is waiting for them.
2. 2Send from my email opens your email app with a ready-written message and their link.
3. 3Copy link copies it, to paste into Slack, Teams or any chat.

1. Click Send from my email next to the person’s address. Your email app opens with the message already written.
2. Read it, change anything you like, and send it.

The email comes from you, so it lands with someone they know instead of in spam. If you’d rather use chat, click Copy link and paste it there.

What your client sees

The link opens a simple page with just what they need: the item’s name, who asked, which stage it is, and who has already approved.

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1. 1The item and who asked for approval.
2. 2Their stage, and the approvals that came before it.
3. 3A comment box. It's required if they ask for changes or reject.
4. 4Approve, Request changes or Reject.
5. 5A reminder that the link is personal.

If you shared any file columns in the flow, the page also lists those files so they can open them before deciding.

When they’ve decided, they see a confirmation and can close the page. Their decision appears on your board straight away, and in the item’s updates.

Each link is personal

A link works for one decision and expires after 14 days. Anyone who has the link can use it, so send it only to the person it’s meant for and ask them not to forward it.

Good to know

• Each person gets their own link. If a stage has two clients, send each of them their own.
• A new round means a new link. After changes, when you resubmit, send the link again when it’s their turn.
• Guests can’t send links. The Send the approval link panel is shown to members of your account, not to guests.
• They only see that item. The page never shows your board, other items or anything you didn’t choose to share.