For clients / Reviewing
Completed and unshared plans
What happens when your agency completes a plan or takes it back, and how to keep a PDF of it.
A plan you can see is either waiting for you under Plans to approve or finished under Completed plans. Your agency decides when a plan moves between them.
Completed plans
When your agency marks a shared plan completed, it moves to Completed plans and becomes read-only. The plan's pages menu says Completed, and its first row takes you back to Completed plans. You can still open it, look through every page and download a PDF or PowerPoint copy. You can't approve, suggest captions, comment, edit or delete your comments, or change the grid choice.
If more work is needed, your agency can reopen the plan. It moves back to Plans to approve.
When a plan disappears
If a plan vanishes from Plans to approve, your agency has probably unshared it to make changes. You get a Plan unshared notification when that happens. Ask your agency if it should be shared again. When they share it, you get a Plan shared notification.
Keep a copy
Select Download in the plan's pages menu, choose the PDF or PowerPoint card, then select Export PDF or Export PowerPoint to get a snapshot of a plan you are reviewing or a completed one. If the pages menu is hidden, select the button at the top left of the plan to open it first. When its row under Exports shows Download, select it to save the file. Comments are not included. Each person can export 10 files in 10 minutes. If you reach that, a message under the export button says when to try again.
Notes
- A comment you deleted before the plan was completed stays in Recently deleted, but you can't restore it while the plan is completed.
- If your agency archives your business in the app, your plans become read-only in the same way until they bring it back. Their pages menu says This plan is read-only.