Source files ready
The materials are in place.
The project brief and brand assets provide the background for the handover.
- What was delivered
- How to maintain it
- Where to find the assets
Build client portals, project handovers, and document-based products with somewhere to keep the files and a clear path for finished work. Manage materials, retain revisions, and publish reviewed outputs—not just another message in a conversation.
Follow a handoverUpload, view, and manage files through the UI. Keep supporting material within the relevant workspace or project.
Give outputs drafts, revisions, and independent review. Publish a reviewed version rather than treating every draft as finished.
THE SAME HANDOVER. A CLEARER STATE.
Imagine a client portal preparing a website handover. Source files support the work; a deliverable captures the result. Follow one version from preparation to review and publication.
Source files ready
The project brief and brand assets provide the background for the handover.
START WITH THE SUPPORTING MATERIAL
Your team can upload, view, and manage the project’s source files in the UI. The handover has relevant material to draw on instead of relying on scattered attachments.
PUBLISHED RESULT · ILLUSTRATIVE
A clear handover for the next person.
Authorized users can find what was delivered, how to maintain it, and the supporting assets—without searching through draft messages.
Your partDecide what belongs in the project and who can access or manage its files.
These controls explore the story. They do not upload files, approve work, or publish a real document.
LESS OUTPUT MANAGEMENT TO REBUILD.
STILL YOUR CRAFT
You supply the content, business process, access rules, and customer experience. The foundation supports the files and the output’s lifecycle.
For a client portal, that means deciding what a handover includes, how review fits your process, and how authorized clients receive or access the result.
Build the process around the resultPublishing a deliverable is not the same as emailing a client or granting public access. Your application controls access and any external delivery.
The example illustrates a developer-built review and publication flow—not a bundled client portal. Creating a draft or completing a workflow is not publication.
PART OF THE WHOLE FOUNDATION
Bring files and deliverables into your product alongside agents, reviewed knowledge, workflows, interface builders, and the rest of CraftsmanOS.