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  • Manage Release Requests
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Documentation/Client Delivery

Manage Release Requests

Customize release templates in Media → Documents, then send signature requests from Documents, Portal Manager → Releases, or Projects → Releases—track pending and signed status in Portal Manager → Releases before publishing identifiable work.

Model and property releases protect how you publish and deliver identifiable images. On ArtInStack, authoring legal templates happens in Media → Documents; sending and tracking signature requests happens from there, from Portal Manager, or from Projects → Releases—all requests land in Portal Manager → Releases for status.

Before your first production send, customize templates in Legal documents and templates. Default Templates are read-only starting points—not counsel-reviewed contracts for your studio.

End-to-end release flow

[Media → Documents: copy Default Template → edit in My Templates → Save]
        |
        v
[Send request]  (Documents toolbar, Portal Manager → Releases, or Projects → Releases)
        |
        v
[Signer email → secure sign page → optional email verification]
        |
        v
[Portal Manager → Releases: pending → signed / expired]
        |
        v
[Download signed PDF; hold delivery until required signatures are complete]

Prerequisites

Saved template: Dashboard → Media → Documents → My Templates (see Legal documents and templates)

Track requests: Dashboard → Portal Manager → Releases

Optional: Dashboard → Projects → Releases for a shoot workspace (Teams plan)

What you're looking at

Portal Manager → Releases lists every outbound request: pending, signed, and expired.

Create / send: pick a My Templates document (or upload a PDF your studio already uses), enter signer name and email, fill template variables, then send.

Implementation steps

  1. Confirm at least one edited template exists under My Templates (copied from Default Templates, not sent raw).
  2. Open Portal Manager → Releases, or click Send on a saved template in Media → Documents.
  3. Select the template (model, property, minor, or your PDF).
  4. Enter signer name and email (model, parent/guardian for minors, or property owner).
  5. Complete merge fields (names, dates, shoot title) in the send dialog.
  6. Send the request; enable email verification if your studio requires it.
  7. Monitor status on Releases until signed.
  8. Download the signed PDF for records before you publish or deliver restricted images.

What you'll see

Each request shows signer progress and completion state. Signed documents remain available for compliance and client questions later.

Licensing vs releases

License agreement templates (personal, commercial, editorial, Creative Commons) are configured in Documents with License Type Mapping for digital products—they are not the same as model/property signature releases. See Legal documents and templates.

Legal scope

Electronic signature rules vary by region and use case. Consult counsel for high-risk commercial work; built-in templates are examples only—this article covers product workflow.

When publication cannot wait

Unsigned releases do not block the software—you enforce policy. Document your studio rule so team members know when to pause delivery.

Verifying your setup

  • At least one My Templates release document is saved and used for sends.
  • A release request was created and appears on Releases.
  • Signer status is visible; signed document is downloaded or archived.