Lesson 6 of 8 · 5 min
Delivering the Job to the Client
Use the Deliver Job dialog to enable the client-facing delivery link, compose the notification email, and optionally move the job to Delivered status.
Delivering the Job to the Client
Video coming soon
Lesson Notes
When editing is complete and the Media tab is fully populated with approved assets, you are ready to deliver. Click the Deliver button — visible in the job action bar inside the Task sheet or full-page view. This opens the Deliver Job dialog (DeliverJobDialog), a two-column modal when email notification is enabled. The left column holds the compose form; the right column shows a live-rendered preview of the branded email the client will receive, refreshed in real time as you type with a 350 ms debounce.
The compose form has three sections. First, Message Template: a dropdown listing your saved delivery email templates. If you have a default template configured, it is auto-selected and its body text is pre-filled into the message area. You can switch to any other saved template, or choose 'Custom message' to write from scratch. Any time the message body has content, a 'Save as template' button appears so you can persist it for future deliveries — enter a name and press Save to add it to the dropdown for this organization.
Second, the message body textarea where you write the personal note that will appear in the delivery email above the 'View Your Media' call-to-action button. The email is sent using the organization's branded email shell — logo, colors, and footer are injected server-side. Third, two checkboxes: 'Notify via email' (sends the delivery notification to the client's email and SMS on file — uncheck this if you want to enable the delivery link silently without alerting the client) and 'Mark the job as delivered' (changes the job status to Delivered — uncheck this to share a preview link with the client without formally closing the job).
Click the Deliver button in the dialog footer to submit. The backend calls POST /projects/:id/delivery/enable with the message, notifyEmail, and markAsDelivered flags. A success toast confirms delivery. If the client has no email on file, the system shows a warning toast explaining that the email was skipped, so you always know whether the notification was actually sent. The dialog closes automatically on success and the job's status updates in the list.
Once delivered, a private preview link is also available. While the delivery link has not been sent to the client, the delivery page shows a blue banner reading 'This delivery has not been sent to the client yet. You are viewing a preview.' — this lets you QC the client-facing gallery view before officially notifying them. Open the delivery link from the job's task view to verify the gallery, approval section, and any marketing assets look correct before clicking Deliver.
Key Takeaways
- Deliver Job dialog has two columns: compose (left) and live branded email preview (right).
- Auto-selects your default template; any edited message can be saved as a new template.
- Two checkboxes control notification and status independently — uncheck either to soft-deliver.
- If the client has no email, the system warns you rather than silently failing.
- Use the preview URL (before sending) to QC the client-facing gallery yourself first.