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artwork_approval_-_how_to_for_customers [2019/01/30 09:22] (current)
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 +====== ​ ======
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 +The Artwork Approval feature is made up of two main pieces. The first is for your employees (designer). They will be doing most of their work regarding artwork on the new Artwork tab on orders and estimates. The second piece is for your customers. They will access the Artwork CloudApp where they will view artwork, approve or reject artwork, make comments, etc... Since the CloudApp and Control are linked, changes made in the CloudApp will be visible in Control automatically.
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 +We recommend using Chrome when viewing the Artwork CloudApp.
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 +Here's the actions that your customer can perform in the CloudApp:
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 +===== Approve the Artwork =====
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 +Using the client Artwork CloudApp, an approver can mark the artwork as **Approved**. There is intentionally NO box for comments since the approved artwork may not be manually reviewed further before it is sent to production.
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 +When an approver selects to Approve the artwork, the following actions occur:
 +  * The artwork status is changed to “Approved”.
 +  * An email is sent to all Named Roles (employee and contact) that the artwork was approved.
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 +If the artwork was for an estimate, the Artwork status is changed to Approved.
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 +For artwork on orders, if the Use Approval Status for Orders option is enabled, the artwork status is changed to Approved. Otherwise, the artwork status is changed to Production Ready.
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 +===== Request Changes to the Artwork =====
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 +Using the client Artwork CloudApp, an approver can request changes to and send the artwork back for re-design. There is a box for comments that the customer must fill in to explain the reason for the change request.
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 +When an approver selects to “Request Changes”, the following actions occur:
 +  * The artwork status is changed to “In Design”.
 +  * An email is sent to all Named Roles that the artwork was sent back for additional changes.
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 +===== Reject the Artwork =====
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 +Using the client Artwork CloudApp, an approver can mark the artwork as **Rejected**.
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 +//Note: The term “Rejected” may be replaced by softer terms such as “Call me”, but the status is still “Rejected”.//​
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 +There is a box for comments that the customer must fill in to explain the reason for the rejection.
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 +When an approver selects to Reject the artwork, the following actions occur:
 +  * The artwork status is changed to “Rejected”.
 +  * An email is sent to all Names Roles that the artwork was rejected.
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 +===== Add and Review Artwork Comments =====
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 +Using the client Artwork CloudApp, an Approver can add comments to artwork before a decision has been made, and review all public comments. Comments do not trigger a change in status but do trigger notification emails to all Named Roles (employee and contacts).
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 +Comments can only be added by Approvers when the status of the Artwork group is “Pending Approval”. For all other statuses, existing comments may be viewed but no new comments added.
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 +===== Source =====
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 +Contributor:​ Cyrious Software
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 +Date: 08/02/2016
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 +Version: Control 05.7
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