collaborative review

Collaborating on digital assets is essential in industries where teamwork and stakeholder input are crucial. Whether you work in AEC (Architecture, Engineering, and Construction), eLearning, creative design, or IT, managing reviews effectively can make or break a project.

Why Collaborative Reviews Matter

Collaborative reviews enable stakeholders to share and incorporate feedback directly on digital assets, ensuring everyone is aligned and issues are resolved early in the project lifecycle. This process reduces miscommunication and minimizes the risk of biases during reviews, saving time and resources.

However, managing collaborative reviews often comes with challenges—endless email threads, scattered files, and miscommunications can overwhelm teams. That’s where collaborative review software like zipBoard comes in.

zipBoard is a cloud-based collaboration platform that allows teams and agencies across industries to mark up documents, websites, courses, and videos, and manage projects, files, and reviews seamlessly—all in one place, right from the browser.

How zipBoard Enhances Collaborative Reviews

zipBoard streamlines your collaborative review process and keeps you organized every step of the way.

Real-Time Collaboration

 zipBoard’s digital asset review and collaboration platform allows you to collaborate with an unlimited number of internal and external stakeholders in one place, in real-time. For instance, designers, SMEs, clients, and consultants can mark up and review files simultaneously, ensuring everyone’s feedback is integrated promptly.

This leads to significant time savings. No need to wait for stakeholders to finish their reviews or upload feedback in multiple formats.

Effortless Feedback from External Stakeholders

External stakeholders don’t need a zipBoard account to give feedback. Simply invite them via email or share a link, and they can provide feedback instantly. This reduces the friction of creating accounts and signing in before giving feedback.

Another great feature is that zipBoard works right from the browser, so no app downloads are required, making it easy for stakeholders to access the platform with minimal effort.

Centralized Feedback Collection

Instead of collecting feedback from multiple platforms and trying to consolidate it, zipBoard allows you to gather feedback in one place.

Additionally, through API integrations, you can sync zipBoard with your cloud storage, ERPs, and document management systems, enabling you and other stakeholders to review files within your platform without transferring them to zipBoard. It also ensures information security.

Effective Task Management

zipBoard simplifies task management with its built-in task manager. The task manager automatically adds feedback from collaborators or internal team members as tasks in the task list. It also organizes feedback from external stakeholders into a separate tab for review and eventual addition to the task list.

Most importantly, you can set the status of tasks, assign priorities, due dates, and assign tasks to relevant stakeholders for resolution, thereby eliminating the need for a separate task manager.

However, if you use issue tracking and project management tools like Jira and Wrike, zipBoard offers integrations that allow you to sync tasks from zipBoard to those platforms and vice versa.

Customizable Workflows

Every collaborative review process is different, and zipBoard understands that. It allows you to set up custom phases that fit your existing workflows. You can add and move assets between phases as the project progresses.

The best part? You don’t have to give everyone access to your entire project—only invite stakeholders to specific phases, enhancing security.

Boost Productivity and Ensure Efficiency with Advanced Features

Progress Tracking and Automated Reporting

Want to know the progress of your projects? zipBoard has you covered. With auto-generated and consolidated reports, you can track the progress of your projects at both the project and organizational levels.

This ensures you stay on schedule, meet deadlines, and avoid last-minute surprises.

document approval workflow - Auto Generated project reports in zipBoard
Auto-Generated project reports in zipBoard

Document Version Control

Without proper document versioning, it can be challenging to track changes, manage different versions, and ensure that all feedback is incorporated correctly. This can lead to inconsistencies, errors, and confusion among team members. 

zipBoard’s version control software keeps a detailed record of all changes made to a document in one place. This allows you to easily revert to previous versions if needed and accurately track updates.

technical document review process checklist
Track document versions in one place - zipBoard
"EO is able to manage its entire document and versioning process integrated with SAP and zipBoard without having to physically transfer documents. The construction review process in zipBoard cut EO’s time for planning and reviews in half".
Director IT, Engineering office​

Seamless Integrations with Existing Tools

zipBoard integrates with your existing workflows. It supports communication tools like Microsoft Outlook, Teams, and Slack; project management tools like Jira and Wrike; and offers API integrations for custom workflows. Zapier integrations are also available.

This integration creates a unified workflow, reducing the need for app switching and ensuring that all aspects of the document review process are connected and efficient.

Automate Workflows with AI

zipBoard leverages AI to further enhance your collaborative review workflows:

  • Auto-Tagging Files and Tasks: The AI automatically tags files based on their names and tags tasks based on their titles and descriptions. This helps in organizing files and tasks more efficiently.
  • Auto-Generated Suggestions for Task Types and Statuses: Depending on the industry and project context, zipBoard’s AI provides suggestions for task types and statuses, streamlining the task management process and ensuring that tasks are appropriately categorized and prioritized.

Ready to Transform Your Collaborative Review Workflow?

Start your free trial and experience how zipBoard can enhance your team's collaboration, or book a demo today so that we can create a tailored solution for you.

Book DemoStart Free Trial

How to Set Up a Collaborative Review Process in zipBoard

Setting up a collaborative review process in zipBoard is straightforward and enhances your team’s efficiency significantly. Find a simple guide detailing how the process might look like:

Step 1: Create a New Project and Add Content

  • Click on “+ Add content.”
  • Upload a file, enter a URL, or sync with your document management system.

Step 2: Add Collaborators

Invite stakeholders via email or use the “Collaborators” panel to add internal and external reviewers.

Step 3: Create a Workflow

Set up phases for each stage of your review process. Label them according to your workflow, e.g., “Initial Review,” “Client Feedback,” or “Final Approval.”

Step 4: Share for Review

Internal stakeholders can annotate documents using tools like the pencil, highlighter, or stamps. External reviewers can leave comments without needing an account.

Step 5: Manage Feedback as Tasks

Automatically convert comments into tasks. Use Kanban or Spreadsheet views to assign responsibilities and track progress.

Step 6: Upload New Versions and Repeat

After resolving feedback, upload a new version and repeat the review process until all stakeholders are satisfied.

Explore a detailed workflow in our guide: Complete Workflow for All zipBoard Users.

Industry-Specific Use Cases

Learn how zipBoard transforms collaborative review workflows in your industry:

  • eLearning: Streamline course reviews with intuitive annotation tools, making it easier for SMEs and instructional designers to collaborate. Read More

  • AEC (Architecture, Engineering, and Construction): Simplify shop drawing reviews and project documentation with centralized feedback and seamless version control. Explore AEC Features

  • Creative Agencies: Manage campaign reviews, asset approvals, and creative feedback efficiently with visual markup tools. Discover More

  • Technical Documentation Teams: Ensure accuracy and clarity in manuals, guides, and other technical documents with collaborative annotation and version tracking. Use customizable workflows to manage review stages for complex documents. Learn More

Ready to Transform Your Collaborative Review Workflow?

Start your free trial and experience how zipBoard can enhance your team's collaboration, or book a demo today so that we can create a tailored solution for you.

Book DemoStart Free Trial

See what our customers think about zipBoard

Nathan Williams Marketing DIrector Best Practice Medicine

” Zipboard has been amazing for quickly being able to point out complex or difficult to explain changes that need to be made on our website. Rather than write up a small book I can quickly use the provided tools to visually capture the problem and point, encircle, and write a note connected to the needed changes. It has saved us so much time and increased productivity. Highly recommend. “

Nathan Williams

Marketing Director at Best Practice Medicine

zipBoard-John-Just

” The overall value comes from efficiently gathering feedback from our quality assurance team and any other stakeholders. This is very important because we want to ensure quality but at the same time, if we had to collect the feedback in another way and coalesce them, this would take time and effort that zipBoard makes easy for us. So it’s very valuable. “

John Just

KnowBe4’s Senior VP of Learning Innovation

Beth Epperson ELM

” Implementing zipBoard into our development process has taken the team from using antiquated manual processes to an easy to use, globally accessible, online process. The application is flexible in how projects are set up and managed. zipBoards environment allows multiple projects to be set up and managed uniquely; where other tools force a specific method for everything. “

Beth Epperson

QA Manager - ELM Learning

Author’s bio:

Dorcas Kpabitey is a Content Marketing Specialist at zipBoard. She began her content marketing journey alongside her BA in Political Science and Spanish at the University of Ghana. If she is not tapping away at her keyboard or spending time on Twitter and LinkedIn, she spends her day reading articles, newsletters and books.

Related Post