Orders - Proof Approval Process

 

Overview


Proofs can be submitted to your customers for online approval, with status and feedback of proofs found directly within DocketManager.


To Add a Proof File

Step      Action

  1.         From the Order Item view page, select {New} under File. The Add File modal will open.

  2.       Select {Choose File}. A modal window will open.

   


  3.      Locate file on computer to be imported and select {Open}. The file name will appear on the 

           right-hand side of the {Choose File} button.

  4.      Select Proof from the {File Type} drop-down menu.

 5.       Select {Save} option.


After adding the proof file, a Proof Record can be created.


Creating a Proof Record

Step     Action

  1.       Enable Edit Mode and select the Graphics tab. 

  2.       Select {New} under Proof. An Add Files modal will open.

  3.       Select proof file to be added by checking box to left-hand side of file Name

  4.       Select {Continue}. A pop-up window will confirm proof record added successfully. The proof 

            record will now appear in the proof table. A proof record can also be generated by creating a 

            proof email. (See Orders - Proof Email)


             Note: Once the proof record has been created, the proof status auto changes to awaiting 

             approval.

  

            If the customer approves the proof, it comes back approved on DocketManager.

            If the customer requires changes, they type comments/desired changes in the box. The customer response 

            comes back as proof notes and status on DocketManager updates to indicate changes required.


            Extra Features:

            When client sends back a response, the user who sent the proof gets an alert.

            The proof table provides a running history of the proof's progress.

            An external proof link will direct to the online proof with unsecured access. 


Proof Notes can be added and the proof status can be manually changed. See Orders-Proof Notes and Orders-Manually Changing Proof Status.