Share several process maps for external feedback

Send a group of process maps to a client or stakeholder with one secure review link, and track comments and approvals per map.

Written By Jack Finnegan

Last updated 7 days ago

A feedback collection lets you send several process maps to someone outside your BA Copilot organization using a single secure link. Reviewers do not need a BA Copilot account.

Use it for client review packs, audit scopes, operating models, and any set of related maps you would otherwise share as separate links.

Create a feedback collection

  1. Open Sharing > External Feedback in the dashboard sidebar.

  2. Select New feedback collection.

  3. Choose the process maps you want reviewed. A collection holds up to 50 maps.

  4. Add a collection name and, optionally, the reviewer’s email address.

  5. Send the collection, or send a preview to yourself first to check what the reviewer will see.

The link is valid for 7 days. External feedback sharing requires a Pro plan.

What the reviewer sees

The reviewer opens a gallery showing every map in the collection, each with a thumbnail and its current review state.

Reviewer gallery showing four process maps in one feedback collection

They pick a map, read it full size, and then:

  • Leave a comment on the whole map, or select a single element and comment on that.

  • Approve the map.

  • Request changes if it is not right yet.

Per-map review view with Approve and Request changes controls

Each map keeps its own comments and its own approval state, so a collection can be part approved and part outstanding. A progress indicator shows how many maps have been reviewed.

Track and revoke a collection

Return to Sharing > External Feedback to see every collection you have created, how many maps it holds, review progress, the recipient, and the expiry date.

External Feedback page listing collections with review progress and expiry

Select Revoke to disable the link immediately. Revoking a collection revokes every map link inside it.

Frequently asked

Does the reviewer need an account? No. The link is all they need.

Can I add maps after sending? Create a new collection with the full set. The original link keeps the maps it was created with.

What happens when the link expires? The link stops working after 7 days. Comments and approvals already left are kept.