ZyanDocs

Send posts for client approval

Email a client a private no-login review link for a social post, choose how long it stays valid, and read their decisions in the Approvals queue.

A client can approve a post without a Zyan login. You send them a private link, they see the post as it will appear, and they approve it, request changes or reject it. The decision comes back to Content CenterApprovals.

Before you start

Sending a review link needs edit access on Compose. Seeing the queue needs the Approvals permission, and deciding on a post there needs edit access on it — view-only roles see the queue but cannot approve.

Send a post for review

Pick the variant

Content CenterCompose — open the variant's menu and choose Request client review….

Name the reviewer

Fill the Contact email and name. The link is theirs — anyone holding it can decide, so send it to one person.

Add a note

Optional, and worth using. A line about what changed since last time saves a round trip.

Choose how long the link lasts

24 hours, 3 days, 7 days, 14 days or 30 days.

Send email, or copy the link

Send email delivers it for you. Just copy link hands you the URL to paste into a thread you already have with the client.

If the send is not confirmed, do not send again

When Zyan cannot confirm the email went out, the modal says so and tells you not to send another. Use Just copy link and send the link yourself instead — sending twice can leave the client with two links to the same post.

What the reviewer sees

They open the link, see the post preview and your note, and choose Approve, Request changes or Reject. There is no login and no account. The link is the access, which is why the expiry matters: a 30-day link is a 30-day open door to that post's preview.

The Approvals queue

Every decision lands in the Approvals tab, with a preview and the note attached.

Open Approvals

Content CenterApprovals — use Show to filter the list.

Read the post

Review post opens the post itself, so you are deciding on the content rather than a summary.

Attach a note if you need one

Add note saves a note with your next decision. It takes up to 5,000 characters.

Approve or Reject

The row updates with the outcome.

Status filter values

StatusMeans
PendingWaiting on a decision
ApprovedDecided yes, not yet acted on
ExecutingThe approved action is running now
ExecutedThe approved action completed
RejectedDecided no
FailedThe approved action was attempted and failed
CanceledThe approval was withdrawn
Execution unknownThe outcome could not be read back — check the post itself

Settings reference

SettingWhat it changesDefault
Contact emailWho receives the review link. The link works for anyone holding it, so treat it as private.
Link expiryHow long the review link stays valid: 24 hours, 3 days, 7 days, 14 days or 30 days.7 days
ShowFilters the approvals list by status.All
Note (optional)Saved alongside your next decision, up to 5,000 characters.

A Content changed badge locks the decision

If the post was edited after the approval was raised, the decision buttons are disabled and the row is badged Content changed. That is deliberate: the client approved a different version. Send the post for approval again so the reviewer sees what you would actually publish.

Troubleshooting

SymptomCauseFix
Approve and Reject are disabled with Content changedThe post was edited after the approval was raisedRe-send the post for approval
You can view approvals; approving or rejecting needs edit access.View-only roleAsk the workspace owner for edit access
The client says the link no longer worksThe expiry window passedSend a new review link
The send could not be confirmedThe email result did not come backDo not send again — copy the link and send it yourself
A decision could not be confirmedThe save result did not come backRetry that same decision before changing anything else
The approval is Execution unknownThe outcome could not be read backOpen the post to see its real state before deciding again