The Creative brief & asset approval template helps you collect documents and information in a structured, secure workflow. Template for agencies to collect and approve creative briefs, assets, and feedback for branding/design projects.
Who is this template for?
This template is designed for professionals in Agency, Creative, Design, Client. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.
How it works
This template includes 7 steps that your clients complete through a secure portal:
- Welcome (Information screen)
- Brand Guidelines & Assets (Document upload) – Fields: Brand guidelines document, Logo files, Color palette & fonts
- Creative Brief Details (Form) – Fields: Project Name, Background & Objectives, Required Deliverables, Final Deliverable Deadline
- Draft Assets & Moodboards (Document upload) – Fields: Moodboard, Copy deck, Initial designs
- Feedback & Revision Requests (Form) – Fields: Feedback Comments, Number of Revision Rounds
- Final Approval (Document upload) – Fields: Approved final designs, Sign-off document
- Thank You! (Information screen)
Documents collected
| Document | Description |
|---|---|
| Brand guidelines document | PDF or link to your brand standards and usage rules. |
| Logo files | Vector (SVG/AI) and raster (PNG/JPG) logo files. |
| Color palette & fonts | Documentation of brand colors and typography. |
| Moodboard | PDF or PPT of visual inspiration and references. |
| Copy deck | Word or Google Doc with all draft copy. |
| Initial designs | Sketches, wireframes, or mockups of proposed designs. |
| Approved final designs | High-resolution files of the final approved designs. |
| Sign-off document | Signed approval form indicating project completion. |
Features included
- Automated reminders so your clients never forget a document
- Branded client portal with your logo and colors
- DocuSign integration for collecting signatures alongside documents
- Validation dashboard to approve or reject submitted documents
Frequently asked questions
What is the Creative brief & asset approval template?
It is a ready-to-use document collection template with 7 steps. It lets you collect documents and information from your clients through a secure portal.
Is the Creative brief & asset approval template free?
You can try this template free for 7 days with Superdocu. No credit card required.
Can I customize this template?
Yes. You can add, edit, or remove steps and fields to adapt the template to your workflow.
Try this template for free
Sign up, select the “Creative brief & asset approval” template, and start collecting documents today. Check our pricing for details.