Feedback beside
the right version

Clients send marked-up PDFs, annotated screenshots and quick notes, and rarely say which version they mean.

The short answer

How do you organize client feedback on creative work?

Keep each piece of feedback in the same folder as the version it is about. Name every version with its number, like Homepage-V2.pdf, and name the feedback to match, like Homepage-V2-Feedback.pdf. If a client comments on an older round, file it against that round.

  • One folder per asset, with the feedback inside it
  • Feedback named after the version it concerns
  • Open a version and see only the comments made on it

The problem

Which version was this feedback about?
You should not have to guess which draft the client was looking at.

Dana Whitfield · Client

Here are my thoughts on the homepage. A few changes marked up, plus a note on the headline.

Downloads

homepage comments.pdf

Screenshot 2026-09-14.png

notes from call.docx

Feedback arrives with no clue which draft it is on.

A marked-up PDF, a screenshot with red circles and a note typed on a phone. None of them say whether they refer to the first draft or the third.

Dana Whitfield · Client

This is not what I asked for. I said keep the blue headline from the earlier round.

Downloads

Homepage-v2.pdf

Homepage-v3.pdf

Homepage-v3-new.pdf

You revise the wrong version.

You apply the comments to the latest file, then find out they were about the one before it. The headline they liked is gone, and the one they hated is back.

Later, nobody can prove what was agreed.

A client says they never asked for a change. You know they did, but the comment is somewhere in a pile of files.

Rework eats the hours you quoted, clients lose trust when old mistakes return, and a disagreement over what was asked is hard to settle without the original comments.

How it works

Upload the feedback. Filex files it beside its version.

Upload the client’s files along with your versions. Filex reads each one and keeps them together.

01

Upload the versions and the feedback

Drop in your drafts and whatever the client sent back: marked-up PDFs, annotated screenshots and notes. No renaming needed first.

02

Filex reads and pairs them

It reads the title, version and date on each file, names the feedback to match, and files it in the folder of the version it concerns.

03

Open a version and see what was said

Ask “what did the client say about V2?” and get the comments for that version, with the file they came from.

What you get

Every comment kept with
the draft it was about.

Feedback sits beside its version, so you always revise from the right comments.

Assets & versions

Each piece of feedback linked to the asset, the version and the client.

Filex reads the title, version number and client name on each file and links them. Open an asset to see its versions and the feedback on each.

homepage comments.pdf

Homepage design, version 2: client comments

  • Project: Homepage redesign
  • Draft: Version 2, 9 September
  • Comments from: Dana Whitfield
  • Project: Spring campaign

Found on page 1: “Draft: Version 2, 9 September”

Groups

All the feedback for a version, an asset or a campaign in one place.

Ask for “all feedback on the homepage” or “everything from the spring campaign” and Filex gathers every matching file. Feedback you upload later joins the group.

Describe a group…

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Complete guide

The complete guide to organizing client feedback

A folder setup that keeps feedback with its asset

Make one folder for each asset, such as Homepage or Brochure, and keep the drafts and the feedback together inside it. When you open the folder you see the whole story of that piece of work in one place.

Resist a separate Feedback folder at the top of the project. It looks tidy, but it cuts every comment off from the draft it describes, which is the connection you actually need.

  • One folder per asset, inside one folder per client or campaign
  • Drafts and feedback side by side, not in separate trees
  • Approved final versions moved to a Final folder once signed off

How to name versions and feedback so they pair up

Name the version first, then give the feedback the same name plus a word that says what it is. Homepage-V2.pdf and Homepage-V2-Feedback.pdf sort next to each other everywhere, and the match is obvious.

Use a version number rather than a date or the word final. Dates are easy to misread and “final” is rarely final. If a client sends several files for one round, add a short suffix such as Screenshot or Notes.

  • Pattern: Asset-V2.pdf and Asset-V2-Feedback.pdf
  • Add Screenshot or Notes when one round has several files
  • Never use names like final, new or latest

How to handle feedback that arrives late or out of order

Clients often comment on an older draft because it is the one they still have open. When feedback arrives, check which version number is on the page before you start work, and file it against that version, not the newest one.

If the comments clearly belong to an old draft, say so back to the client and ask whether they still stand. Keeping each comment with its own version makes that conversation quick, because you can show them the exact page they marked up.

  • Check the version shown on the proof before acting
  • File feedback against the version it is on, not the latest one
  • Keep superseded feedback; do not delete it

How designers and agencies handle feedback today

Creative teams often start with proofing tools, a comment thread per project or a shared drive with a strict naming rule. Those keep feedback attached to a draft, but only while everyone uses the same tool and the client actually comments inside it.

In practice many clients still email a marked-up PDF or send a screenshot, and someone has to save it into the right folder by hand. With Filex you upload those files and say how you want them filed. It reads each one, pairs it with the version it concerns and files it for you.

  • By hand: save each marked-up PDF next to its draft and add V2-Feedback to the name
  • Proofing tool or comment thread: comments stay on the draft, but only if the client uses it
  • Rule in Filex: upload the drafts and the client’s files, name the pattern you want, then check the pairs

What this won’t do with your client feedback

It files the feedback files you upload. It does not collect feedback from your email or chat, make the changes in your design files, or decide which comments to follow. It also needs a title or version number to be readable on the file, so a screenshot with no identifying text may need a quick look from you.

It files what you upload from the day you start. Sorting older projects is a separate job, and handwritten notes may not be read reliably.

Frequently asked questions

Answers about feedback beside the right version

How do I organize client feedback on design work?

Keep each piece of feedback in the same folder as the version it is about. Name the version with a number and give the feedback the same name plus the word Feedback, so the two always sit together.

How should I name client feedback files?

Copy the version’s name and add what the file is, like Homepage-V2-Feedback.pdf. The pair then sorts side by side, and you can tell which draft the comments belong to without opening anything.

How do I know which version a client’s feedback is about?

Look for the version number, title or date on the proof they marked up. If none is shown, compare the page to your drafts, then ask the client to confirm before you start revising.

Can Filex read marked-up PDFs and annotated screenshots?

Yes. Filex reads the text on PDFs, scans and screenshots, including titles and version numbers. It cannot interpret drawn circles or arrows as meaning, and very blurry or handwritten pages may not be read reliably.

Does Filex collect feedback from my email or chat?

No. You upload the feedback files yourself, whether you saved them from email, chat or a proofing tool. Filex then reads them, pairs each with its version and files it for you.

Will Filex change the files my client sends me?

No. Filex works with your uploaded files by renaming and filing them under your rule. The comments, markups and drawings inside each file stay exactly as the client made them.

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