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Delivery is the status email + zip + “please confirm.” Split into records so you aren’t versioning attachments.

Roles

  • You (provider): Deliver UAT, Clients, project work, Build delivery snapshot, Deliver UAT.
  • Them (recipient): UAT Inbox, Receiving UAT, Applications/Portfolio, review actions, exports their plan allows.
Dashboard may also list deliveries. Empty states can say Inbox or Deliveries: same pile, different labels.

Sequence

  1. Connect until ACTIVE
  2. Do the testing (runs + findings)
  3. Snapshot (immutable)
  4. Deliver
  5. They review
  6. Optional exports (plan-gated)
If the send fails: can’t deliver.

Connect

Delivery ID, code, invitation.

Playbook

Freelancer checklist.