Step      Action

  1.        There are 2 ways to generate proof email from Order Item view page.  


Select the {Action} menu and then select {Proof Email} from the drop-down menu.

Select the vertical elipses to the right-hand side of proof record.




            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. Copy the link from the email so you can 

           document what the client sees.

  5.      Select {Send}. A pop-up window will confirm the the email successfully sent.


           Note: Once the email has been sent, a proof record is created and the proof status auto 

           changes to awaiting approval.