- InkSoft Help Center
- Business Tools
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Intro to InkSoft
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Manage your InkSoft Account
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Payments: Set up and configure payment processors
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Shipping and Delivery
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Products
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Print and Product Pricing
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Selling with Online Stores
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Proposals
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Designer (NEW)
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Designs, Clip Art and Font
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Order Management
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CRM
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Reports (Sales Doc)
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Reports (Legacy)
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Marketing Kit
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Marketing Tools
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Settings
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Integrations and Connections
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Business Tools
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Tips & Tricks
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The BIG Idea, an InkSoft Podcast
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E-Books
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InkSoft API
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Status
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SalesDoc
Alerts & Dashboard
See a snapshot of your Quote, Art Approval and Invoice activity
Important: Business Tools has been sunset and is in Read-Only mode. New users will not see this area.Business Tools Alerts
The alerts will notify you of recent activity within Business Tools. You can navigate to this section by clicking on 'Business Tools' from the main navigation. Business Tools Alerts include:
- Past due calendar items
- Comments, payments and approvals made on Quotes, Invoices and Art Approvals
- Quote/Invoice/Art Approval Creation
- Alert Archive: This will allow you to access dismissed alerts. This is useful to see your alert history.
- Dismiss All: This will dismiss all alerts. Please be careful when using this so you don't miss an important alert.
- Alert: You can click the blue alert to go directly to the Art Approval, Quote, Invoice or Calendar item.
- Dismiss: You can dismiss individual alerts by clicking the black 'X' icon.
