Collaboration & Approvals

How to collaborate on content with team members & clients

11 articles in this collection
Written by Stephanie Schwartz and Casey Russell

Creating a Note in HeyOrca

Store your client info👩‍💻, content ideas💡, branding guidelines🎨 and more with HeyOrca Notes!

Written by Stephanie Schwartz
Updated over a week ago

Internal Collaboration & Approvals

Assigning Post Approval Stages

Setting up posts to be reviewed and approved!

Written by Casey Russell
Updated over a week ago

Setting up Posts for Multi-Approval

Set posts up to require approval from multiple people

Written by Stephanie Schwartz
Updated over a week ago

Commenting on Posts

How to collaborate with team members & clients using comments

Written by Casey Russell
Updated over a week ago

Tracking Post Changes with the Audit Trail

See your posts' revision history at the click of a button

Written by Stephanie Schwartz
Updated over a week ago

Hide Your Comments

HeyOrca allows your team to keep communication private!

Written by Stephanie Schwartz
Updated over a week ago

External Collaboration & Approvals

The Universal Calendar Link

Share a permanent link with your clients to view your content calendars

Written by Stephanie Schwartz
Updated over a week ago

Sharing Content in HeyOrca

Share a link to specific posts, or to the entire calendar for easy future review! ✅

Written by Stephanie Schwartz
Updated over a week ago

Sharing Content from the Content Library

Share posts & get approvals from your Content Library

Written by Stephanie Schwartz
Updated over a week ago

Exporting Content from HeyOrca

How to export content from HeyOrca into an Excel spreadsheet

Written by Stephanie Schwartz
Updated over a week ago

How Your Clients Review & Approve Content

Understand how your clients review & approve content in HeyOrca

Written by Stephanie Schwartz
Updated over a week ago