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Creating Approval Forms (Artwork, Drawings, etc.)

If the standard Artwork approval is not enough, you can create your own

Updated this week

With Zigaflow you can send out your artwork, drawings, or other work for approval by your clients. They have the option of either;

  • Accepting it, ideally with a digital signature

  • Rejecting it, and giving you the reason why

It is then easy to see in the system whether the approval has been given and you will also get an email when the request has been completed.

Even better, you can set the system to automatically chase the approval for you by email or text message, saving you from having to remember to chase your client.

In every Zigaflow account, there is a default artwork approval eForm pre-build.

Setting up an Approval Request (e.g. Artwork)

Note: When you allow the recipient to reject a request, the system will not force them to enter a signature to submit the form.

  1. Select Modules ->eForms and click on the 'Templates' button.

  2. Click on 'New Template'

  3. Give the eForm a name, such as 'Artwork Approval'

  4. Tick the option 'Recipient can Reject eForm'.

  5. Add a section to the eForm if you want to get feedback from the client on why they have rejected your artwork/drawing, etc.

  6. Edit the signature section to request the approval information you want (such as first name, second name, signature, etc.)

  7. Save

The top of a typical form might look like this:

Feedback/Comments:

mceclip1.png

Signature Section:

mceclip2.png

When the client views the form, it will appear similar to this:

mceclip3.png

Adding the Artwork or Design PDF

Once the eForm has been created from the pre-build, the user will need to attach the PDF to be approved.

Drop the file into the "Shareable Files" section on the eForm:

The PDF will be shown to the end customer in this way:

The user will be notified when the eForm is approved or rejected.

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