¶ Proof approval system
For certain order, you will make changes to the original artwork files sent by the customer. If those charges are significant, you may want to show the new artwork files to the customer and get his approval before production begins. wp2print includes functions that allow you to send the new artwork files to the customer and then request his approval. Your customer can then signal his approval or rejection of the order for production.
In this video, we're going to take a look at setting up a proof approval system followed by an example scenario.
¶ Launching a proof cycle
To launch a proof cycle, navigate to the Order Details page for the order, then click the button "Send Proof":
After clicking "Send Proof", you will see a pop-up window that controls the e-mail that the customer will receive. In this pop-up window, you should do the following:
- Select the artwork files you want the customer to review. The artwork files must be in PDF format.
- Modify the contents of the e-mail subject and text as you see fit
- Click button "Send Proof"
The PDF files you have selected will be uploaded to your bucket in Amazon S3. The customer will receive an e-mail inviting him to visit his account in your wp2print site where he can view the PDF files you have uploaded and give his approval.
The PDF files you have uploaded will not be attached to the e-mail the customer receives. The customer must login to his account on wp2print in order to download and view the PDF files.
After you launch a proofing cycle for an order, the order will be marked with an "hourglass" icon indicating that the order is "Awaiting Approval":
¶ Your customer views proofs
After you launch a proofing cycle, your customer will receive an e-mail. In the email are buttons to download the proof you have uploaded and to either approve or reject the proof.
The email can also contain a link to the "Orders Awaiting Approval" page in the user's account in your website. When your customer logs in to your wp2print site, he will see a list of all orders for which you have sent proofs
Your customer can then browse to each individual order. For each PDF file you have sent, your customer will a button "Download" that will allow him to download and view the PDF.
At the bottom of the page, your customer will see 2 buttons with labels "Approve" and "Reject" which your customer will use to signal his approval of the artwork files you have sent.
¶ Notification of approval
After your customer has either given approval or rejected an order, the approval status is displayed in the Orders administrative page. Approved orders are marked with a green checkmark icon while rejected orders are marked with a red warning icon as shown below:
It is important to note that wp2print does not remove rejected orders from the orders list.