You can request feedback on PDF files that are linked to an order. This is typically used for drawing/design approvals or similar interactions.
First select the mail button for any files you would like to email, this can include any files, not just pdf files you want to request approval on.
Once there is one or more pdf files selected, the Email Select File Links button will be shown. Click this to edit the email and send the files.
1. Ensure that a recipient, subject and message are completed
2. Tick the checkbox for any files that you would like the customer to approve
3. Click Send to send the email
A note is added detailing the files that have been emailed and to whom. Also, any files that you have requested approval for will include a question mark icon meaning you are waiting for feedback. Mousing over this icon shows a popup with more information.
The customer receives an email with the links
Clicking on the link opens an approval page allowing markup of the pdf and addition of notes. Here the customer can add any comments and details required and select Request Changes.
A confirmation message is shown to the user.
Both the user and original sender also receive a confirmation email
You can then upload a revised proof to the order and re-send for approval using the same process. When the customer approves the file they and the original sender receive a confirmation email.
As the new file has not changed there are no additional files in the files panel, but the status of approved is indicated with a green tick. Once again, mousing over the icon provides more information.
The whole process is also logged in the notes section