Documentation

Review & Approval Workflow

GoferPost includes a review and approval system that lets you send posts to external reviewers (clients, team leads, etc.) for feedback. Reviewers use a password-protected public link to approve or…

GoferPost includes a review and approval system that lets you
send posts to external reviewers (clients, team leads, etc.)
for feedback. Reviewers use a password-protected public link
to approve or request changes on each post.

You can send posts for review from:
  - The Posts page (batch action bar)
  - The Content Calendar (sidebar review button)
  - The Post Quickview panel

Before sending posts for review, set a review password:

1. Go to Settings.
2. Scroll to the "Content Review" section.
3. Enter a review password (minimum 4 characters).
4. Click Save.

This password is what reviewers will use to access the review
page. You can update it anytime.

Your unique review URL is also shown in the Content Review
section. You can copy it to share manually.

1. Select one or more posts:
   - On the Posts page: Enter batch mode, select posts, click
     "Send for Review" in the batch bar
   - On the Calendar: Select a post, click "Review" in sidebar
2. The Send for Review modal opens showing:
   - A summary of selected posts
   - Reviewer Name field
   - Reviewer Email field
   - Optional message to the reviewer
3. If you have saved reviewers from previous sessions, click the
   "Saved Reviewers" dropdown to auto-fill name and email.
4. Click "Send."
5. On success, a confirmation screen shows:
   - How many posts were sent
   - Reviewer name
   - Confirmation that an email invitation was sent

Note: The Send button is only enabled when a reviewer name and
email are filled in, posts are selected, and you have set a
review password in Settings.

When a reviewer receives the email and clicks the link:

1. Password Gate
   They enter the review password you set in Settings.

2. Review Interface
   A clean, focused page shows:
   - Header with the brand name and progress stats (total, done,
     remaining)
   - Progress bar with visual pips
   - A greeting with how many posts are ready for review
   - Your optional message (if you included one)

3. For Each Post
   The reviewer sees a card with:
   - Caption text
   - Platform information
   - Media preview
   - Two action buttons:
     - Approve: Marks the post as approved
     - Request Changes: Opens a dialog for the reviewer to
       describe what needs to change

4. Decisions auto-save immediately. The reviewer can approve
   some posts and request changes on others in any order.

5. "Approve All Remaining" button lets the reviewer approve
   everything at once.

6. When all posts have a decision, a completion banner appears
   confirming the review is done and you have been notified.

After a reviewer submits their decisions:

  Approved Posts
    The post status changes to "Approved." You can proceed to
    schedule or publish it.

  Revision Requested
    The post status changes to "Revision Requested." The
    reviewer's notes appear in the Post Quickview panel under
    a "Revision Notes" section with a warning-style highlight.

    To address revisions:
    1. Open the post (Edit or Quickview).
    2. Read the reviewer's notes.
    3. Make the requested changes.
    4. Update the status (e.g., back to "Pending Review" to
       re-send, or directly to "Approved" if resolved).

  ... --> Pending Review --> Approved (reviewer approved)
                        --> Revision Requested (reviewer wants changes)
                        --> (make changes) --> Pending Review (re-send)

- Choose a review password that is easy to share but not
  guessable. You can change it anytime in Settings.
- Use the optional message field to give your reviewer context
  about what to look for.
- Saved reviewers make it fast to re-send to the same people.
  Their name and email auto-fill from the dropdown.
- Revision notes are visible in the Post Quickview, so you can
  see exactly what the reviewer asked for without leaving the
  Posts page.
- You can send the same posts for review to multiple reviewers
  in separate sessions.

- 05-posts.txt (post statuses and editing)
- 06-content-calendar.txt (sending from the calendar)
- 14-settings.txt (setting up your review password)