Introduction:
Hexicom's ePrint MIS platform offers a robust proofing system with various customizable settings to tailor the user experience according to specific preferences and requirements. This knowledge base article provides an overview of the settings available in the proofing system and explains their functionalities.
Accessing the proofing system's settings:
- Click the Settings Wheel:
• To access the proofing system settings, navigate to the top right corner of the ePrint MIS interface and click on the settings wheel icon. From the dropdown menu, select “ePrint MIS” to enter the MIS settings section. - Navigate to Proofing Settings:
• Within the ePrint MIS settings, locate and click on the “Proofing” option from the menu on the left-hand side. This action will display a list of settings specific to the proofing system.
Understanding the “Customer Settings” section:
The first option under the Proofing settings is “Customer Settings.” This section contains several checkboxes that control various aspects of the customer-facing proofing interface:
- “In the customer proof screen display the order, estimate, or job number instead of the proof number”: Determines whether the order, estimate, or job number is displayed on the customer proof screen instead of the proof number. You may use the job number with your customers and you may prefer to not introduce another number to them, and this setting will enable that.
- “Open the customer proof screen with the item panels closed”: Specifies whether the item panels are initially displayed as collapsed or expanded on the customer proof screen. If a proof record has more than one file in it each file will be displayed to the customer in a separate panel. You may want these to not be open by default so the customer can easily see there are several files to be checked, which is easier to see when the panels are closed by default.
- “Change the description fields of other modules when proof descriptions fields are changed”: Allows for automatic updating of description fields in other modules when changes are made to proof description fields. For example if some description text is changed in the proof record this setting allows that change to be reflected in the job or estimate descriptions as well.
- “User must download the proof file before approving it”: Requires users to download the proof file before they can approve it.
- “In the customer proof screen display the multi-approve function when there is more than one file on the proof”: Determines whether the multi-approve function is displayed on the customer proof screen when multiple files are included in the proof. The multi approve function enables the customer to approve multiple files in one process which is useful if the proof record has many files for approval in it.
- “Change the description fields in the proof module when the order, estimate, or job descriptions are changed”: Enables automatic updating of description fields in the proof module when changes are made to order, estimate, or job descriptions.
Understanding the “Terms & Conditions” section:
The second settings option in the proofing system is “Terms & Conditions.” This feature allows users to define and set terms and conditions that customers must agree to before approving a proof. These terms and conditions typically outline important details regarding liability, copyright, usage rights, and other relevant agreements.
The terms and conditions can be set for all your customers, or you can set different terms and conditions for each customer.
Conclusion:
By understanding and configuring the settings available in the proofing system, users can optimize the proofing process, enhance customer interactions, and ensure compliance with terms and conditions – ultimately streamlining workflow efficiency and improving overall user satisfaction.