Work
ProjectsTasks, sprints and milestones PagesDocs and knowledge base FormsSurveys, quizzes, booking FlowProcesses and mockupsClient work · one document, two companies
Put the document your client has to review in one room. The client enters with a one-time code from their email, comments or edits on their turn and approves; you see when they opened it and when they came back.
No sign-up to start. The document stays editable in this browser; sign-in appears only when you save it to a workspace or invite a team.
Start editing here — no sign-up. Send the result first; sign in only if you want to keep it in a workspace or invite your team.
Example room
A real room opens only with the code from the invitation email, so this is the same page built from example data. Switch to the owner’s side to see the log and the email you get when the client opens the room.
Example room, read-only. Names and companies are fictional; nothing here is sent anywhere.
External document room
The room owner will see that you opened the document and when you came back.
Northwind Studio → Harbor Dental Group
Status: In progressTurn: yoursOpen until 5 November 2026
Client portal kickoff.docx
Who is who
| Role | Northwind Studio | Harbor Dental Group |
|---|---|---|
| Project lead | Elena Park | Daniel Reyes, practice manager |
| Approves deliverables | Elena Park | Daniel Reyes |
| Response time | 1 business day | 3 business days |
Deliverables
| Deliverable | Due | Status |
|---|---|---|
| Sitemap and page list | 9 Oct | Approved |
| Homepage design | 16 Oct | Approved |
| Service page copy | 20 Oct | In review |
| Inner page designs | 23 Oct | Changes requested |
Working on documents with your own clients?
Set up a room like this for your clientsSent with Layers
Counterparty: Harbor Dental Group (d•••@harbordental.example)
In progressTheir turn
Email you get
A guest from Harbor Dental Group opened the room “Client portal kickoff.docx”
Harbor Dental Group (d•••@harbordental.example). The other party entered the room with the code from their email.
We tell you about the first opening right away, and about return visits in a summary at most once a day. Turn it off for this room or for all rooms.
Room log
Can the booking button be on every service page, not only the homepage?
Yes — added to the scope in section 2.
The situation
You send a proposal, a contract or a project plan, and it comes back as “final_v3_DR.docx” with changes nobody can trace, or it does not come back at all. A full client portal is a lot to set up for one document, and asking a client to create one more account is often where it stops. A Layers room holds one document between your company and one client contact. The client opens the link from the invitation email and enters a six-digit code, with no account. Edits go in turns, comments sit next to the document, both sides approve, and the agreed version is frozen into a package with a PDF and the room log. Below is an example room exactly as the client sees it, and a kickoff document you can fill in now.
How to use it
1
Write it in your workspace: a proposal, a contract, a kickoff document or a tracker. Rooms take Word, Excel and PowerPoint files.
2
Choose Send for approval on the file. Enter the client’s email and company, choose Edit with tracked changes or Comment only, and how long they have to respond.
3
They get an email with the link and a code that works once, for 10 minutes. Coming back later, they ask for a new code on the same link. The room page tells them that you will see when they opened it.
4
When both sides have pressed Agreed, freeze the version: the room makes a package with the document, a PDF, the log and SHA-256 fingerprints that either side can check.
Filled example
The example room is a website redesign between Northwind Studio, a fictional design agency, and Harbor Dental Group, a fictional group of six clinics. The kickoff document lists who approves what, eight deliverables with due dates and statuses, the decisions so far and two open questions. The tracker counts what is approved, what is overdue and whose move it is.
Common mistakes
Every reply creates another copy, and nobody is sure which one is current. Keep one version in the room; the log shows who changed it and when.
“Looks good” in a reply is hard to find and easy to dispute later. In the room, approval is a recorded step, and the frozen package carries it.
A new account is where many clients stop. The room needs only their email address.
FAQ
No. They open the link from the invitation email and enter a one-time six-digit code. The code is valid for 10 minutes; if it expires, or when they come back on another day, they request a new code on the same link and it goes to the same email address.
Filling in the kickoff document and the tracker on this page is free and needs no account. To send a document to a client in a room, you sign in, because the room lives next to the file in your workspace.
When the client entered the room and when they came back, and every comment, turn and approval, in a log with dates. You also get an email when the client first opens the room and a daily summary of return visits; both can be turned off. The client sees a line on the room page saying so.
If you allow it. In a Word document their edits are tracked changes under their company name, and you accept or reject them. Spreadsheets and presentations are edited in turns: each turn saves a new version, and its number and SHA-256 fingerprint go into the log.
No. One room holds one document and one client contact, and it stays open for the time you choose. That fits a proposal, a contract or a kickoff document. For many files and many people on both sides, invite the client to a shared workspace instead.
Yes. The kickoff document downloads as a .docx file and the tracker as .xlsx; both open in Microsoft Word and Excel.
We use no advertising cookies. With your consent we turn on Google Analytics to see which pages help; without it nothing is sent to Google. About cookies
Jira & Confluence 
Bitrix24
Comments
Harbor Dental Group 6 Oct, 14:52
Can the booking button be on every service page, not only the homepage?
Northwind Studio 6 Oct, 16:21
Yes — added to the scope in section 2.