Introduction:
Hexicom's proofing system offers advanced functionality that allows users to upload and manage multiple files for a single line item, enabling customers to independently approve or reject each file. This knowledge base article provides step-by-step instructions on how to utilize this feature to streamline the proofing process for artwork with multiple components, such as a front and back design.
Uploading multiple files:
- Creating the Proof:
• Begin by navigating to the job, estimate, or order for which you need to create the proofs. From the "Quick Links" panel on the left side of the screen, click the "Create" button under "Proofs."
- Selecting Files:
• Upon clicking the "Create" button, a pop-up window will appear. Use the provided "Choose File" buttons to locate and select the files on your computer that you want to upload. Once selected, click the "Upload" button to upload the files to the system. You can upload up to three files at once.
- Creating Proofs:
• After uploading the files, tick the checkboxes next to the uploaded files that you want to include in the proof. Then, click the "Create Proof" button located at the bottom of the pop-up window.
Viewing and Managing Proofs:
- Reviewing Proof Items:
• Upon creation, the system will redirect you to the proofing interface where you will see multiple items listed, each corresponding to the files you uploaded. For example, you may have one item for the front design and another for the back design. Each file is presented in a panel similar to the panels used in other modules of the system. In the image below the first file panel is open and you can see at the bottom a second panel that is currently closed.
- Sending Proofs to Customers:
• To send the uploaded files to your customer for approval, hover over the “Proof Options” dropdown menu and select “Email.” This action will initiate the email process and notify the customer that proofs are available for review.
Customer Interaction:
- Customer Review Process:
• From the customer's perspective, they will receive an email notification prompting them to review the proofs. Upon accessing the proofing page, they will see all uploaded files listed separately, allowing them to independently approve or reject each file and leave comments as needed. In the image below we can see two files for approval, each presented in it's own panel with a history area on the left side of the screen that relates to the proof history of that specific file.
Conclusion:
By leveraging the functionality to upload and approve multiple files within the proofing system, users can efficiently manage complex artwork projects with multiple components. This feature enhances collaboration between users and customers, streamlines the approval process, and ensures accurate feedback and revisions.