File Review Portal - File Delivery Paywall

The File Delivery Paywall within Sonido provides your clients with a self-service option of downloading approved audio files from the File Review Portal once their invoice balance on a Project is paid in full. Not only does this feature encourage more rapid payment by your clients, but it helps to automate processes that allow your clients to download their final approved files without waiting on you to deliver the files to them. 

ACTIVATING THE FILE DELIVERY PAYWALL

The File Delivery Paywall is disabled within your Sonido account by default. When disabled, your clients will not see an option in the File Review Portal to make payments on invoices or download their approved files. If you do not wish to allow your clients to download files in the File Review Portal, you may keep the File Delivery Paywall disabled for your account. 

To enable the File Delivery Paywall, go to Settings -> Company Settings and scroll down to the section titled "Paywalls". From here, you will select the toggle to turn on the File Delivery Paywall (it will display as "Enabled"). Be sure to press "Save" on the page to save this change. 

INVOICE BALANCE PAYMENT

The purpose of a paywall is to prevent an action from being taken by your client until payment is made. In this case, we want to allow our clients to download files from the Audio File Review Portal, but only allow this action once their invoice balance has been paid in full. 

There is a key condition for the File Delivery Paywall to display within the File Review Portal - there must be at least one invoice that has been saved for the associated Project. Until an invoice has been created for the Project, the paywall is unnecessary and will not display in the File Review Portal. 

Once one (or more) invoice has been created for the Project, the File Review Portal will then display a button prompting to "Pay Invoice Balance". 

By selecting this button, the client will see a list of any invoices for their Project that have a balance due. In selecting an invoice from the list, a dialog will appear allowing the client to make payment on the invoice from the File Review Portal. 

If the client makes a payment, but does not pay the full balance of the invoice, the button will continue to display the message "Pay Invoice Balance" until the full balance is paid. 

FILE APPROVALS

One of the new features made available as a part of the File Delivery Paywall is the File Approvals button. This button functions independent of the File Delivery Paywall (it will still function if the File Delivery Paywall is disabled for your Sonido account), but it enabled the client to download approved files from the File Review Portal. 

Each audio file within the File Review Portal now has a button that says "Mark as Approved (Final Version)". The idea is to give your clients an opportunity to mark a version of an audio file in the File Review Portal as an approved version. 

As you may be aware, the File Review Portal allows you the ability to upload multiple versions of an audio file. Generally, these new exported versions of an audio file after revision requests are completed, providing your client an updated audio file with the latest changes applied. In the File Review Portal, your client can listen to the various versions of the audio files that are uploaded, then select the "Mark as Approved" button to confirm which audio file they are approving as the "final version". 

When a version is marked as approved, the button will change to a green color and will display "Version Approved". This is a visual indicator that the file has an approval; additionally, under the File Review Portal waveform, there is a new Approvals section that will leave a stamp showing who approved the file, what version was approved, and the date/time stamp of approval. If you have multiple reviewers in the File Review Portal, you will see a history of which version each reviewer has approved. 

Once a version has been approved in the audio file review portal, you will see an update to the associated audio file within your Sonido Project record. In the File Review section of a Project record, each audio file that has a version approved will show a greed checkmark icon, and hovering over this icon will indicate which version of that file has been approved. 

If there are no approved versions of a file, the icon color will be black and hovering over the icon will indicate that there is no version approved for that audio file. 

DOWNLOADING FILES

Once one or more audio files have been approved, the client will then have the option to download the files from the File Review Portal (if the project invoice has been paid in full). 

The client can now select the blue button that says "Download Approved Files" to open the download screen. The dialog to download files will only display files that have been approved; if the client wants to download other files from the File Review Portal, they will need to mark the approved versions before selecting the "Download" button, at which time the files will appear in the view to download. 

RESTRICTING DOWNLOADS

The File Delivery Paywall gives your clients control of making final payments on Projects and downloading their files themselves. In some cases, you may want to restrict which files can be downloaded. 

In your Project Files, files that are uploaded are automatically marked as "Downloadable". You can unselected the "Downloadable" icon on individual files to prevent these files from being downloaded by your clients within the File Delivery Paywall. 

This in turn prevents these files from being downloadable in the File Delivery Paywall. If your client selects the Download button, these files will show as blocked from downloads (even if they approved the file). 

By selecting the icon in the Project Files, you can make these files downloadable again and release them for your clients to download through the File Delivery Paywall.