How to Set Artwork Approval Terms

Approval terms tell customers what they are confirming when they sign off on a design. You can edit the wording or hide the terms from the customer portal at any time.

Add or update approval terms

1. Open Configuration in the top navigation bar.

   

2. Choose Settings.

   

3. Select General in the Settings sidebar.

   

4. Select the Customer Portal tab.

   

5. Scroll down to Customer Portal Terms and click Configure beside Show Artwork Approval Terms.

   

   Quote and sales order terms

   Use Set Sales Order and Quote Terms for the wording customers sign with a quote or sales order approval and the separate wording for the quote or order itself.

6. Enter or edit your terms, such as asking the customer to check spelling, colors, artwork size and placement. The toolbar has formatting options for bold text, lists and links.

   

7. Select Show in Customer Portal.

   

8. Click Save.

   

   If Show in Customer Portal is selected, the terms cannot be blank. YoPrint displays This field is required and disables Save until you enter text.

   

The settings row shows Enabled. Return to this editor to change the wording later.

What your customer sees

Your customer signs in with the email address your shop has on file and the code sent to that address. They select Approvals in the sidebar and open the artwork request.

To approve the artwork, your customer selects Approve artwork and clicks Continue to sign.

On the signing screen, the customer sees your Terms above Signed by. Above Terms, they see a summary of their artwork decisions. They type their full name as their signature before submitting their decision.

Settings does not include an approval preview. To send an artwork approval request, see How to Request Artwork Approval from Your Customer. For quote and order approvals, see How To Get Quote Approval From Your Customer or Sales Order Approval Workflow.

Hide artwork approval terms

From Settings > General > Customer Portal:

1. Click Configure beside Show Artwork Approval Terms.

   

2. Clear Show in Customer Portal.

   

3. Click Save.

   

The row shows Disabled. Your text stays in the editor, ready for the next time you enable it.

Changes to these settings apply to new requests and requests still awaiting a decision. Completed requests keep the terms saved with the customer's response.