There are 2 ways to generate proof email from Order Item view page.
- Proof email from the Action menu
- Proof email from the Proof Record
Proof Email from the Action menu:
Step Action
1. From the Item View page, select the {Action} menu and then select {Proof Email}
from the drop-down menu.
Note: The Proof Email option is only visible if a proof file already exists on the item.
An Add Proof modal will open.
2. Select a Proof File to be added to the email by checking a box on the left-hand side.
3. Select {Continue}. An Email modal will open.
Note: There is a refresh button on the right-hand side of the Canned Email field. This allows
you to reset the Canned Email content.
4. Add any additional information required to the email.
5. Select {Send}. A pop-up window will confirm the the email successfully sent.
Proof email from the Proof Record:
Step Action
1. From the Item View page, select the Graphics tab and then select the pencil icon
to Enable Edit mode.
2. Select a Email Proof from the vertical ellipses on right-hand side of proof record.
An Email modal will open.
Note: There is a refresh button on the right-hand side of the Canned Email field. This allows
you to reset the Canned Email content.
4. Add any additional information required to the email.
5. Select {Send}. A pop-up window will confirm the the email successfully sent.
Once the email has been sent, a proof record is created when the client replies, and the status is updating based on their reply to "Approved" or "Changes Required".