How to Set Artwork Approval Terms
In this article
Add artwork approval terms so customers see what they are confirming when they sign off on a design. You can change the wording or hide the terms from the customer portal at any time.
Add or update artwork approval terms
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Open Configuration.
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Choose Settings.
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Open General.
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Select the Customer Portal tab.
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Click Configure beside Show Artwork Approval Terms in Customer Portal Terms. The sales order and quote terms have separate settings.
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Enter or edit your terms. The toolbar has formatting options for bold text, lists and links.
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Check Show in Customer Portal.
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Click Save.
Terms are required when enabled
If Show in Customer Portal is checked, the terms cannot be blank. Save stays disabled until you enter text.
The settings row now shows Enabled. Your terms appear under Approval terms in Review & Sign when the artwork is approved.
For the request itself, see How to Request Artwork Approval from Your Customer.
Hide artwork approval terms
From the Customer Portal tab in General settings:
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Click Configure beside Show Artwork Approval Terms.
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Clear Show in Customer Portal.
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Click Save.
The row shows Disabled. Your text stays in the editor, ready for the next time you enable it.