Workspace workflow5 min readAudience: Client-facing teams
Use client requests and share links
Collect client input without exposing the whole workspace or private internal notes.
Updated: May 7, 2026
Ask for a decision, not a reaction
A client request should make the next action clear: approve review, reject, ask for more detail, or confirm a bid ceiling.
Expire links when they no longer help
A sold or stale lot can keep confusing clients. Clean up old share flows as part of the auction-day closeout.
Contact support
Collect client input without exposing the whole workspace or private internal notes.