Give clients the least access needed for their next decision. In most cases, that means sharing a rendered review copy for feedback, a final export for delivery, and editable project access only when the client is genuinely part of the production team and the agreement requires it.
Keep raw footage, editable timelines, proxies, source links, license records, internal notes, and exploratory cuts in an internal workspace. Then collect approval against one clearly named version before creating final delivery files.
Choose Access by What the Client Needs to Do
The safest workflow begins with a simple question: What does this client need to accomplish right now? Do not share a project merely because a client needs to see a video.
Project collaboration is the highest-access option. Treat it as an exception, not the default.
If you edit in CapCut, verify the current sharing mode, role permissions, platform behavior, and plan before inviting anyone into a project. When client participation is limited to review, export a separate preview instead.
Build a Client-Facing Review Package, Not a Shared Project Folder
A review package should answer the client's creative questions without exposing the machinery behind the edit.
Create a single client-facing export from the cut you want reviewed. Give it a name that makes its purpose unmistakable, such as:
Client_Campaign_16x9_R03_Review
That file or review item should contain only what the client needs to judge: picture, audio, approved placeholder language if applicable, and a clear version label. A visible "REVIEW" label or watermark can help prevent a preview from being mistaken for a final deliverable.
Keep these items in the internal production area:
- 1
- Raw camera files and camera-card backups 2
- Proxy media and relinked source paths 3
- Editable CapCut projects and master timelines 4
- Alternate takes, unused scenes, and experimental cuts 5
- Internal briefs, budgets, notes, and team comments 6
- Branded templates, motion assets, fonts, and reusable design files 7
- Stock, music, and other license documentation 8
- Unapproved client material or confidential third-party footage
A practical structure is:
- 1
- Internal master: the complete working project and its assets. 2
- Client review version: one rendered cut for a defined feedback round. 3
- Approved final export: the file or distribution version released after sign-off.
This separation also helps your team avoid accidental delivery of an unfinished timeline, the wrong aspect ratio, or a file with internal markers.
Passwords, expiring links, watermarks, and download restrictions may reduce accidental or casual redistribution when your chosen platform supports them. They do not guarantee that someone cannot copy, forward, screen-record, or otherwise reuse a video. Use them as exposure-reduction measures, not promises of absolute control.
Set Permissions for Feedback, Not Asset Access
Before sending a review item, decide what the client should be able to do:
- 1
- View: Required for any review. 2
- Comment: Enable only when the client needs to provide feedback in the review space. 3
- Download: Withhold for review rounds unless a downloadable copy is contractually necessary. 4
- Edit: Reserve for trusted co-editors who truly need to change the project. 5
- Invite others: Limit this where the tool allows it; keep the approval group defined. 6
- Reshare: Check the platform's actual controls and avoid assuming that a link cannot be forwarded.
For a first-cut review, the usual minimum is viewing plus commenting for named stakeholders. A final delivery may require download access, but it still does not require access to the underlying project.
Give Clients a Feedback Format
Unstructured email comments create ambiguity: "Can we make the opening faster?" may refer to a moment, a scene, or the whole first section.
Include short instructions with every review link:
Please review version R03_Review only. Add comments at the relevant timestamp, group feedback internally before sending it, and identify one person authorized to approve the final cut. Comments are change requests unless the authorized approver states that this named version is approved.
This works on desktop or mobile because the instruction is about the decision, not the device. Clients can watch wherever they are comfortable, while your team receives feedback against one known version.
Keep Revisions Visible Internally and Focused Externally
Every review round needs a clear state. Without one, clients can compare the wrong cuts, revive closed requests, or approve a file that is no longer current.
Use names that communicate both sequence and status:
- 1
- Client_Campaign_16x9_R02_Internal 2
- Client_Campaign_16x9_R03_Review 3
- Client_Campaign_16x9_R04_Approval 4
- Client_Campaign_16x9_R04_Approved 5
- Client_Campaign_16x9_Final_Delivery
Keep exploratory alternatives separate from the client's main review path. If the client must choose between two concepts, send only those two labeled options-not every internal draft that led to them.
Version-aware review environments can help reviewers navigate between versions and compare changes. Frame.io also offers comment statuses such as "Needs Review" and "In Progress," which can help a team track individual requests. Treat those statuses as workflow aids, not as a formal or immutable approval record.
Define What Approval Means Before the Final Export
At kickoff, in the contract, or in a written project email, establish:
- 1
- Who has authority to approve 2
- Which version name is being approved 3
- What exact wording counts as approval 4
- Whether silence counts as approval 5
- How late changes affect schedule, scope, or cost 6
- Which delivery formats and platform variants are included
Then capture an explicit written approval tied to the exact version. For example:
"Approved: Client_Campaign_16x9_R04_Approval for final export and delivery."
Once approved, lock that version operationally: do not make "small" untracked changes and continue calling it the approved cut. If a change is necessary, issue a new version and repeat approval.
For complex edits, an organized multi-track editing workflow can help your internal team keep the master project structured while client review remains limited to exports.
Deliver the Approved Export and Retire Review Access
Final delivery is a separate event from review. Export the approved file from the approved master, then label the delivery artifact clearly. If the agreement includes multiple formats-such as landscape, vertical, or platform-specific versions-deliver only the approved variants.
Before release, confirm that the deliverable aligns with the agreed rights and obligations for:
- 1
- Talent and privacy permissions 2
- Confidential client information 3
- Stock footage and music 4
- Fonts, graphics, and branded templates 5
- Platform-specific distribution rights 6
- Any client requirement for a master, captions, or alternate versions
Do not send raw media, editable masters, template files, or license documentation unless the agreement specifically requires them.
After delivery, retain the approval message and the approved export in your internal archive. Retire obsolete review links or access where the selected platform supports that action, especially when a review cut contains confidential material or an outdated campaign message.
Client-Access Checklist
Before you share a video, confirm:
- 1
- The client's next decision is defined: feedback, approval, delivery, or co-editing. 2
- Raw footage, timelines, proxies, source links, licenses, and internal notes remain internal. 3
- The review copy has one clear version name and purpose. 4
- Permissions are limited to viewing, commenting, downloading, or editing only as needed. 5
- The review group and authorized approver are identified. 6
- Feedback is tied to the current named version. 7
- Explicit approval is recorded before final export. 8
- The final delivery contains only contracted files and approved variants. 9
- Obsolete review access is retired where possible.
Grant project access only when the client is genuinely part of the editing team. Otherwise, share the smallest verified review or delivery artifact that achieves approval: one internal master, one clearly labeled review version, and one approved final export.