1. Go to the Job/Order
2. Click "Create eForm"
3. Click "Artwork Approval" - this is a pre-build that is provided in every installation
4. Click "Attachments (0)"
5. Click "Select files..." and upload your artwork, ideally in a PDF
6. Click "Email Artwork Approval"
7. Email it to the customer. This moves the status of the eForm to 'Sent' which sets up the chaser emails
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.
9. Click to edit
10. Edit the text as required
11. Click here to preview what the customer will see
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
13. And the artwork PDF
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
15. Tick on the 'I Approve...' box (not required for rejections)
16. Digitally sign
17. Click "Complete Artwork Approval". This will move the eForm to 'Approved/Signed' and optionally send a mention to a team member
