Manage & Create Art Approvals

Art Approvals begin the dialog between you and your customers regarding art created in the Design Studio.

Any time a customer saves art in the Design Studio - but does not place an order - an Art Approval is created.  As an Admin, you also have the ability to create an Art Approval directly from the website to send to a customer.

Important: Business Tools has been sunset and is in Read-Only mode. New users will not see this area.

NOTE: Art Approvals are currently only supported in Business Tools for artwork created in the Legacy Design Studio.

Getting Started: 

• Click on 'Business Tools'
• Click on 'Art Approvals'
• Navigate to 'Create New'

 

Art Approval Creation

• Add Contact: You can either create a New Contact or Look Up an Existing Contact.
• Enter in Subject.
• Add Art Files by clicking Save & Add Attachment: You can add images that you have created, or upload art from the back end.
• Click Save.

 

Managing Art Approvals 

Select Filter Type:

• Status: New, Sent, Approved, or Deleted.
• Date Range: Filter by Date Range.
• Store: Filter Art Approvals by Store.
• Other: Filter by Approvals Used to Create Quote or Used to Create Invoice.
• Search for Art Approvals via the unique Art Approval number.
•  Click 'Apply' to generate filter results.

 

Managing Filters 

Once you have filtered, you have options to further manage the approvals.

• Download: This will download the Approval to a PDF file.
• Create Invoice: This gives you the ability to create an Invoice directly from the Art Approval.
• Create Quote: This gives you the ability to create a Quote directly from the Art Approval.
• Delete: This will delete the Art Approval.
• Click on Art Approval Number: Reveals details of the Art Approval.

 

Editing an Art Approval

Once you have selected the Art Approval you would like to edit by clicking on the approval number, you have the ability to make numerous edits.

• Add Comment: Creates a comment to communicate with your customer in real time.
• Send Message: Creates an email to communicate with your customer.
• Shareable Link: Copy link to share with your customer or anyone that you see fit.
• Add Design Idea/Add Customer Design/Add Clip Art: Ability to add stock art items from the InkSoft library, including the customer's saved art.
• Drop Files to Upload (not pictured): Ability to add files directly from your computer.

 

Apply Actions

You also have several actions that you can take with an Art Approval.

• Download: This will download the Approval to a PDF file.
• Email: Creates an email to send to your customer.
• Customer View: Opens a new window with the Customer View of the Art Approval (this is the same as using the Shareable Link).
• Add to Calendar: Adds the Art Approval to the Production Calendar.
• Create Invoice: This gives you the ability to create an Invoice directly from the Art Approval.
• Create Quote: This gives you the ability to create a Quote directly from the Art Approval.
• Review Activity Log: Generates a list of Admin Actions on the Art Approval.
• Delete: This will delete the Art Approval.
•  Click Apply to apply selected action.

 

Creating an Art Approval on the Storefront

You also have the ability to generate an Art Approval directly from the front end of your store.  As an Admin, you will have the option to Generate Art Approval once you click on the design.  This will generate the same approval as when you create it in the back end.