Deliver a project to your client

Each time you publish, your client gets a new update in their portal: update 1, update 2, update 3… They see the screens, click through the prototype and comment on it. They don't need an account.

Publish the delivery

1. On the canvas, press Delivery, at the top right. The blue number tells you how many screens changed since the last publication to the portal.
2. Under How it's delivered, choose For the client.
3. Under Client, search for the person, the company or the list that receives it, or create a new one with Add client. Leave Email them when publishing checked so they get the notice; below it you see what the email includes.
4. Under Access, choose how they get in: A password for each person (the recommended one: you'll know who saw it and which screens they opened), One password for everyone or Public link (anyone with the link sees it without a password, view only: no comments, developer mode or downloads).
5. Under What travels, choose The whole project, Only what changed or A selection. Bitácora checks the screens before delivering them and tells you if something is missing.
6. Under Options, decide whether people can comment and whether the client also sees the Flow, the Documentation, the Design System and the Updates. Each one has its own switch.
7. Press Publish for the client.

You'll see Published: update 1 with the delivery's address so you can copy it.

With the notice checked, each person with an email gets it right away with this first publication. With A password for each person, each email has its own link and password. If someone has no email, or didn't get it, press Give access on their row in What the client sees › Who has signed in. See Choose what your client sees.

The next deliveries

When you press Delivery again, you'll see the summary of the last one: who is up to date, who hasn't seen the latest and who hasn't opened it, person by person, with Remind to send them a notice. To publish the next one, press New update and repeat the steps. Even if there are no new screens, what you change in Client, Access and Options is saved when you publish.

Download instead of publishing

Under How it's delivered, choose Download ZIP to take a package with you. It depends on the plan:

Troubleshooting

• You don't see the Delivery button: delivering requires the Can run with AI role.
• "There are no screens to deliver yet": you first need at least one screen on the canvas.
• With Public link or one password for everyone you won't know who sees the delivery or which screens they open; for that, use a password for each person.