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Artwork approvals

Send artwork to a customer for approval with the Artwork Approval eForm pre-build, edit chaser emails, and see how customers approve or reject.

Create the artwork approval eForm

1. Go to the Job/Order

Job/Order screen showing address fields, activity timeline, and action buttons like Create Invoice and Create Purchase Order

2. Click "Create eForm"

Job details screen with the Create eForm dropdown button highlighted among the purple action buttons below Save Changes

3. Click "Artwork Approval" - this is a pre-build that is provided in every installation

Job screen Create eForm dropdown open, with the "Artwork Approval" pre-build highlighted in the Search Pre-Builds list

4. Click "Attachments (0)"

Artwork approval eForm record with the Attachments (0) tab highlighted in the tab row below the action buttons

5. Click "Select files..." and upload your artwork, ideally in a PDF

Attachments tab with the Select files... button highlighted under Upload Shareable Files for uploading artwork

Email the artwork to the customer

6. Click "Email Artwork Approval"

Job page action buttons with the green "Email Artwork Approval" button highlighted, next to Preview eForm Page and SMS Artwork

7. Email it to the customer. This moves the status of the eForm to 'Sent' which sets up the chaser emails

Artwork approval email panel with the Attachments to Send section highlighted near Logo.pdf, above the Send Email button

Edit the chaser email

8. Click "Automated Messages (1)" to see and edit the chaser email to the customer. If you regularly want to use a different message than this, edit the automated message in the pre-build eForms ->Artwork Approval.

Record tabs with the Automated Messages (1) tab highlighted, beside Attachments, Internal Comments, Tasks and Links

9. Click to edit

Automated Messages tab listing the Chase Customer Sign-Off message, with the edit icon in its row highlighted

10. Edit the text as required

Send Email panel with the Message editor highlighted, showing body text asking the client to complete the form

11. Click here to preview what the customer will see

Job record action buttons with the eye icon next to Preview eForm Page highlighted to preview the customer's artwork view

How the customer responds

12. The customer page can be accessed with the URL sent and does not require a login for the customer. The top of the page shows the instructions on the edit form

Artwork Approval customer page showing approve and reject instructions, attached Logo.pdf preview and Download button

13. And the artwork PDF

Artwork PDF preview showing a pink, orange and purple lotus flower logo, with the cursor highlighted on the right petal

14. Rejection: The customer can enter rejection reasons in the 'Details' section, enter their name, and then click the 'Reject' button. They do not need to click on the 'I approve...' tick box.

Approval: The customer needs to put in their name

Artwork approval form Signature section with the First Name field highlighted, above Last Name and the approval checkbox

15. Tick on the 'I Approve...' box (not required for rejections)

Signature section of artwork approval form with the "I approve the artwork..." checkbox highlighted below the name fields

16. Digitally sign

Artwork approval Signature section with name fields, approval checkbox ticked and a signature being drawn in the Signature box

17. Click "Complete Artwork Approval". This will move the eForm to 'Approved/Signed' and optionally send a mention to a team member

Artwork approval Signature section with name, approval checkbox and signature filled, highlighting Complete Artwork Approval button

Learn more: eForms in Zigaflow

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