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Workflow: Running Collaborative Reviews and Client Sign-Off

Use live rooms and version snapshots to run structured review rounds and capture a clean, approved checkpoint.

Reviews are where wireframes earn their keep — catching structural problems while they're cheap to fix. This workflow shows how to run collaborative reviews in StretchWire and capture a clean sign-off using live rooms and version snapshots.

Why review at the wireframe stage

Structural mistakes are far cheaper to fix in a wireframe than in a design or a build. Reviewing early — while everything is low-fidelity — keeps feedback focused on what goes where and in what priority, not on colors and copy that aren't decided yet.

Step 1 — Prepare the boards

  1. Make sure each screen you want reviewed is its own board with a clear title.
  2. Replace placeholder content with real intent so reviewers evaluate the actual structure, not lorem ipsum.
  3. Capture a named snapshot before the review — Review round 1 - start — so you have a clean baseline.

Step 2 — Run the review live

Invite reviewers to open the same board; everyone joins that board's live room and sees one shared document. Because sessions are board-scoped, different reviewers on different boards don't collide. Walk the group through the structure frame by frame — Desktop, then Tablet, then Mobile — and make edits in real time as consensus forms. Autosaves capture the evolving document as versions automatically.

Tip: Assign one person as the driver who makes edits during the call, so two people aren't reshaping the same block at once.

Step 3 — Capture each round

At the end of each review round, take a named snapshotReview round 1 - final. This turns your version history into a decision log: each round has a clear before/after, and you can always return to how the board looked at any milestone.

Step 4 — Iterate between rounds

Between reviews, apply the agreed changes and snapshot again — Review round 2 - start. Because every save is preserved, you can experiment freely; if a direction doesn't land, roll back by re-saving an earlier version's document as the current one.

Step 5 — Sign-off

When stakeholders approve, capture a clearly named sign-off snapshotClient-approved v1. This is the artifact you hand to design and development (see From wireframe to design and development handoff). Naming it unambiguously means there's never a question about which version was approved.

Example

An agency reviews a client's Home and Pricing boards. Before the call they snapshot Review 1 - start. On the call, the client and the design lead join the Home room; the agency's driver reorders the hero and testimonials live while everyone watches. They repeat for Pricing, then snapshot Review 1 - final. After one more round and a Client-approved v1 snapshot on each board, the structure is locked and ready to design against — with a full history of how each decision was reached.

Tips

  • Snapshot at the start and end of every round so history reads like a clean decision log.
  • Keep reviews focused on structure and hierarchy; park visual and copy debates for later stages.
  • Use descriptive, dated snapshot titles (Client-approved 2026-07-10) so the approved version is unmistakable.

Troubleshooting

Reviewers can't see each other's cursors/edits. Confirm everyone opened the same board and is in the same organization — each board is a separate room.

I need the pre-review version back. Open the snapshot you took before the round and re-save its document as current; the intervening versions are preserved.

A reviewer only has read access. On the workspace surface, editing requires a Pro entitlement. Reviewers without it can still view; have a licensed driver make the edits.

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