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Comments and sign-off keep feedback on the email itself. Teammates comment in the Builder. People outside it, such as legal or a client, use a review link with no login.

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Comment on an email

  1. Open the Comments panel: the speech bubble icon at the top of the right panel.
  2. Select a section if the comment is about one part. Otherwise the comment is On the whole email.
  3. Type in Add a comment, @ to mention someone. Type @ and a name to mention a teammate.
  4. Click Comment.
The Comments panel with a comment on the hero section You can also pin a comment to a spot on the canvas. Press C or click the comment tool at the bottom of the canvas, then click where the comment goes. Each comment has Reply and Resolve. Show resolved shows resolved comments again, and Reopen puts one back. You can delete your own comments. People you mention get a notification in the Builder.

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Fix comments with AI

  • Review with AI reads the email and leaves its notes as comments.
  • Fix with AI on one of those notes opens the Assistant with it, so you can make the change.
A review uses 1 AI credit. A fix uses credits like any other Assistant edit. See AI credits.

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Request sign-off

  1. In the Comments panel, open the status menu (it shows Draft) and choose Request sign-off. Or, in the Style panel, click Submit for approval.
  2. The Builder copies a review link and shows “Sign-off link copied. Anyone with it can comment and approve, no login needed.”
  3. Send the link to the reviewer, or let the approvers know.
The email’s status changes to In review. Approvers in the Builder see Ready for your sign-off or Waiting on you in the Comments panel, and the request on Overview under Waiting for you. To copy the link again, use Copy review link in the status menu or the Share menu.

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Approve or send back

In the Builder, an approver opens the email and, in the Comments panel:
  • clicks Approve, or
  • clicks Request changes, writes What needs changing?, and clicks Send back.
Approving in the Builder takes the right to approve emails. Managers and admins have it. See Roles and invites. If someone edits an approved email, it goes back to draft and needs signing off again. People with the link don’t need a Builder account. On the review page they can:
  • see the email on Desktop and Mobile, with its subject and preview text
  • click a part of the email to comment on it, after entering Your name and, if they like, Your email
  • Approve, or Request changes and Send back
They can’t edit the email. If the email has changed since the link was made, the page says so. Request sign-off again to send a new link. Comments left through the review link notify the person who requested sign-off.

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Approval steps

A design system can require sign-off before any of its emails are exported, with one or more steps, such as Marketing then Legal.
  1. Open the design system and go to Approval & updates.
  2. Turn on Require approval before export.
  3. Click Set up approval steps.
  4. For each step, enter a Step name, like Legal, choose Who approves (teammates, or Or add by email for people outside the Builder), and How many must approve: Any one, Everyone named, or a number.
  5. Click Save steps. To go back to a single approval, click Use one approval instead.
Each step must pass before the next opens. A change request sends the email back to the first step. With approval required, an email can’t be downloaded or pushed until it’s approved. The Comments panel opens with Sign-off needed if someone tries.

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Notifications

The bell in the sidebar, Notifications, shows:
  • mentions and replies
  • comments left through a review link
  • sign-off requests, and when it’s your step
  • approvals and change requests on emails you sent for sign-off
Click Mark all as read to clear them.