Workflow

Review tabs, AI-ready briefs and exports

Review answers, local AI-ready design text, developer scope, uploads, activity, full-details output and JSON export.

13 connected guidesLive filterPermission-aware instructions
13 guides
Category

Client Discovery & Project Briefing Portal

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Review the Client Answers tab

Read all saved website, software or custom-template answers.

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Review the AI Design Brief tab

Use the locally prepared design-brief text generated from collected answers; the supplied flow does not prove an external AI request.

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Review the Developer Scope tab

Use the locally assembled technical scope as a starting point for professional estimation and validation.

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Review the Uploads tab

Download and audit supporting files linked to the request.

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Review the Activity tab

Inspect invite, open, autosave, upload, submit, status and email events.

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Review e-signature evidence

Inspect typed name, signature, timestamp, IP, browser/agent, URI and evidence hash.

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Open full request details

Use the Details/PDF-compatible view to review a complete professional record.

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Generate or print the details output

Open Details PDF and use the deployment PDF/print capability supplied by the controller/view.

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Email full request details

Send the complete details to an authorised recipient using global SMTP.

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Export request JSON

Use Export JSON to download structured request data for authorised development or integration work.

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Understand generated summary payloads

The helper builds summaries from actual answers and metadata.

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Understand the AI naming limitation

AI Design Brief labels describe prepared prompt/brief content; no external OpenAI call is established by the supplied live flow.

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