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Send Drawings for Approval — No Login Required

Doclio's approval workflow lets external approvers sign off on drawings with a magic link — no account, no password, full audit trail. Here's what's new.

D
Doclio team
April 22, 2026 · 2 min read · 120 views

Getting sign-off from a client, consultant or certifier has always been the slowest part of a drawing workflow. Most tools need everyone to create an account first. We've taken the opposite approach: your approvers get a branded email, click the link, and sign off — no account, no password, no friction.

What shipped

Token-based approval pages. Add anyone as an approver on any annotation. Doclio generates a magic link and emails it through your org's branding. When they click through, they see the annotation in context, the drawing preview, existing comments and attachments, and a clean APPROVE / REJECT panel — all without signing in.

Attachments from approvers. External reviewers can upload supporting files (photos, marked-up PDFs, spec sheets) alongside their decision. Uploads are rate-limited and scoped to the approval token, so there's no risk of credential-free write access to the rest of your project.

Approver comments promoted to the record. When an approver responds, their decision is saved as a permanent [Approved] or [Rejected] comment on the annotation, signed with their email. The audit trail survives every future revision.

Resend + reminder button. If someone hasn't responded, the pending-approver row in the Drawing Viewer now shows a one-click resend. No need to re-add them.

Multi-drawing shares. Need a client to review a subset of your project? Share specific drawings rather than the whole project — one invite, one link, the client sees only what you selected. Works for tagged or hand-picked drawing groups.

Why it matters

Most construction approval tools still require your external stakeholders to sign up, verify email, set a password, then learn a new UI just to click APPROVE. That friction kills response times.

Doclio's token flow means your project engineer, local authority contact, or client-side PM can respond from their phone while stuck in traffic. No app, no login, no fuss. You still get the full audit trail: who approved, when, from which IP, with what comments or attachments.

Security posture

Approval tokens are single-annotation and scoped. A token lets the holder view the annotation, drawing preview, and add a decision — nothing more. Uploads are capped at 25 MB per file and 10 uploads per hour per token. File types are allowlisted. The whole flow runs on a dedicated anonymous Supabase client so a logged-in user's session never interferes with the anonymous RLS policies.

How to try it

  1. Open any drawing and create an approval-type annotation (or convert an existing one).
  2. Click ADD APPROVER and enter an email.
  3. Doclio sends the branded invitation automatically.
  4. You'll see their response land back in the annotation the moment they click APPROVE or REJECT.

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External approvals are available on every Doclio plan. Start a free project to send your first approval in under two minutes.

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