Stago DocsA new draft, an approved draft, a completed stage, and an approved project represent different decisions. Use the version selector and status before acting.
The review cycle
Section titled “The review cycle”- Upload a draft
- Review that version
- Approve or request changes
- Select the release
Request Changes asks for another iteration. The team uploads the revision through the source upload stage. Open the paired review and select the new draft; retain earlier feedback as the record of what changed.
For a collaborative document, changes and saved history happen inside the editor. That is a different workflow from replacing an uploaded PDF.
Revision limits
Section titled “Revision limits”The stage’s revision setting controls how many drafts or further revision requests the workflow permits. If the final revision is reached, Request Changes may be unavailable. Ask the person who manages the stage to review the limit instead of trying to bypass it with unrelated uploads.
Build the release
Section titled “Build the release”- Approve the specific drafts that should be eligible for delivery.
- Use the available Add to Release action to select accepted material for the project’s release bundle.
- For a video-led delivery, choose Main Video for the intended video when that control is available.
- Check the bundle and complete the project’s final approval.
The selected release can include different kinds of material. A liked gallery item, an unapproved latest draft, or an uploaded file isn’t automatically in the release. Use the controls offered for that content type and inspect the accepted assets.
Locked release
Section titled “Locked release”After project approval, the release becomes locked and the project can become read-only. Changing it requires an authorized reopening action. Reopening completed work may affect later stages in Strict workflow, so coordinate the change with the team.
Hand off the result
Section titled “Hand off the result”Check the client view and download permissions, then share the intended portal link. Publishing the main video to YouTube is a separate action and has its own permissions and plan requirement.
If the client sees the wrong material, check the selected version, release membership, project and stage visibility, and link permissions before sending another link.