Dealokr01
Before uploading the review version, check the promise.
Open the deal and read the deliverable list as if you were the client. Does the version actually show what was promised? Are there final files, source files, credentials, or references that belong to a later release rather than the review itself? A short check here prevents accidental over-delivery and avoids a confusing review.
Name the version in a way a client can recognise later. A project, phase, date, or version number is enough. The point is not perfect file naming; it is making the reviewed thing distinguishable from older drafts.
02
During review, help the client make a useful decision.
A client often opens the file but does not know what response you need. Give them the review focus, an approval route, a revision route, and a sensible date. If several stakeholders are involved, identify how their response will be consolidated before it returns to you.
When feedback arrives, attach the important request to the reviewed version. This stops later conversations from mixing notes about different files or from treating a new idea as if it had always been part of the scope.
03
After validation, release a named final package.
Before final handoff, check that the approval or agreed release condition is actually recorded. Then state exactly what is included: final exports, source files, repository reference, documentation, login handover, or another agreed item. The final package should not be an unexplained folder called ‘final-final’.
If you use external links, verify their settings in the external provider. Dealokr can help retain the workflow record, but the third-party provider controls the real availability and permission of those assets.