From project to approved
in six simple steps.
Basixly removes every friction point in the client asset collection process — from onboarding intake to final approval. Here's exactly how it works.
Create a project from a template
Set up a new project in seconds. Add your client's name, email, and a deadline. Apply an onboarding template to pre-fill asset requests, instructions, and phases — or define your own.
What this means for you
- Use reusable onboarding templates
- Pre-define asset requests, types, and phases
- Set a deadline so clients stay on track
Share a magic link
Each project gets a unique, private upload link. Send it to your client however you like — email, Slack, WhatsApp. No passwords, no accounts, no friction. The portal carries your logo and brand colours.
What this means for you
- Zero sign-up required for clients
- One link, one client, one project
- Branded portal with your logo and colours
Client uploads phase by phase
Your client lands on a clean, guided upload portal. They see exactly what's needed for the current phase and can drag-and-drop files, add text assets, fill in table data, and track what they've already submitted.
What this means for you
- Guided checklist of required assets
- Drag-and-drop, text, and table inputs
- Clients progress through phases in order
Get notified instantly
The moment a client uploads something, you get an email notification. No more checking shared drives or waiting to find out if files arrived.
What this means for you
- Instant email on every upload
- See who uploaded and what
- Full project activity log
Review in your dashboard
All uploads land in your project dashboard. Preview images, videos, and documents inline. See asset metadata, version history, and phase progress at a glance. Leave comments directly on any asset.
What this means for you
- Inline preview for all file types
- Comments and version history per asset
- Track progress across project phases
Approve or request revisions
One-click approve or request a revision with feedback notes. Clients get notified automatically and can re-upload directly in their portal. No email chains.
What this means for you
- Leave detailed revision notes
- Clients notified by email instantly
- Full version history tracked