This is the “customer signs off the artwork” path.
Upload designs (staff)
Open the order → Design tab (after Approve you’ll always have this tab).
Add files to the design slots (artwork, mockups, …).
Use clear version names so sales and the customer know what they’re reviewing.
Files follow your shop’s upload rules — Media.
Send a proof to the customer
On the design version, choose Send proof (or equivalent action in the Design panel).
Customer gets an email with a secure review link.
If they use the Customer portal, they can also open Proofs there.
What if the customer approves the design?
The proof version moves to an approved state.
Staff see the approval on the Design tab / Activity.
You can continue to Start production (unless something else still blocks you — materials, payments policy, etc.).
What if they ask for changes?
They choose revise / reject (wording on the review page).
Status on that version becomes revision requested / rejected.
Upload a new version, send proof again, repeat until approved.
Shop rule: must the customer approve before production?
In Settings (Orders / Print Shop settings) there is a switch like require customer proof approval.
Setting | Effect |
|---|---|
On | You cannot move to In production until required proofs are approved |
Off | Staff can start production without customer artwork approval (use carefully) |
After production starts
Artwork locks. Portal customers generally cannot keep revising proofs on that job.
If the art must change:
A manager moves the job back to Approved (reason required).
Design unlocks.
Send a new proof if needed.
Start production again when ready.
Reminders
On Starter+, Automations can nudge assignees when a proof sits pending for several days — turn that on under Settings → Automations. Live “proof sent / approved” alerts use the bell and email prefs — Notifications.
Work down the order tabs from left to right when you can — quote and proof before production and ship usually avoids rework.