This feature is only available for PRO Connect or Work Subscribers.
If you're not sure how to create a Job, click here to learn how.
How to send an artwork approval request:
- View the Job you want to send artwork for.
- Click on the Artwork Approval tab on the left.
- Click on the Send Artwork for Approval link in the upper-right.
- Update the To: field to be the recipient's email address.
- Optional: Setting up Email Templates for emails you send frequently is a great time saver. Admins can set up company-wide email templates and everyone can set up their own personal email templates.
- Update the content of the email as necessary.
- If you want to require the recipient to approve certain elements of the artwork, keep those elements selected in the Artwork approval items section. Alternatively, if you do not require this of the recipient, you can uncheck all of these items.
- Attach the artwork that needs approval within the Add Artwork section. You can only send one file per artwork approval. Your customer will receive a copy of the file you've attached, so you may want to apply proofing or watermarks as needed.
- Once done, click the Send button at the bottom. This will instantly send the email to the recipients in the To and BCC fields.
How to resend artwork approval requests:
- View the Job you want to send artwork for.
- Click on the Artwork Approval tab on the left.
- If you've already sent artwork out for approval, you'll see it here. You can resend it by clicking the Send Artwork for Approval link in the upper-right. Alternatively, if the artwork was "Declined with changes", there will be a Resend link to the right of the artwork.
What are "Artwork approval items"?
Artwork approval items are specific elements of the artwork that the recipient will need to approve. If you keep any of the artwork approval items checked, the recipient will need to check each of those boxes in order to approve the artwork. A couple more notes:
- You can uncheck any approval items you do not need
- The recipient can still click "Approved with changes" without checking all artwork approval boxes
What does the recipient receive?
They will receive an email that has a link for them to review and approve the artwork. Once they click on that link, they'll land on a page where they can accept the artwork as-is, with changes, or decline the artwork. If they accept with changes or decline the artwork, they're required to fill out a message/comment.
How will I know if the artwork is approved or declined?
Once the recipient approves or declines the artwork, both you and them will receive an email notification of the status of the artwork. This email will also include who updated the status and any message they'd like to provide. The artwork's status will also update to either Approved or Declined respectively within that Job's Artwork Approval tab.
Can I see time stamps of when the artwork was sent, approved/declined, or viewed?
Yes. To do so, click on a Job's Artwork tab and then click the Eye icon on the approval request. Here, you'll see a time stamp for each stage of the artwork approval process.
Can I update the content above the Artwork Review section on the approval page?
Yes, you can update this section to have your company logo and email signature from within the Administrative tab. Click on Settings & Preferences to update your company logo and/or email signature. Your logo and signature will then appear above the Artwork Review section on the approval page.