How to add artwork to a booking

To add artwork to a booking you have already created, find the client you want, and then click on the relevant booking.

(Note this is one way of adding artwork, you can also add it directly from the flat plan or the Artwork tab on the client's page).

image001.jpg

This will take you to the details screen for that booking. If several bookings have been created together, you can find out which artwork box belongs to the issue you want by clicking on the details for that issue. In this example, clicking on the “May 2018” line shows you which advert box belongs to this booking.

 image002.pngClicking on the pink box that is bordered in red brings up the artwork details box.

 image003.png

You can now upload artwork using the “Upload artwork” button, or by dragging and dropping onto the large pink box.

You can also:

  • Add notes to be used for the advert or content
  • Assign an artwork Status to indicate how close to completion the artwork is
  • Assign the advert or content to a user
  • Add a due date for the artwork

 In this example, the artwork has been uploaded, and the status set to “Waiting for Customer Approval”. This means that the artwork is assigned to the client, and when you click on Save, you will have the option to send them an email including a link taking your client to a portal where they can approve their artwork or add notes.

image004.jpgYou can also:

  • Add notes to be used for the advert or content
  • Assign an artwork Status to indicate how close to completion the artwork is
  • Assign the advert or content to a user
  • Add a due date for the artwork

 

In this example, the artwork has been uploaded, and the status set to “Waiting for Customer Approval”. This means that the artwork is assigned to the client, and when you click on Save, you will have the option to send them an email including a link taking your client to a portal where they can approve their artwork or add notes.

 Placing an advert on the flat plan

Back on the client screen, clicking on the magnifying glass next to the may booking takes you straight to this advert in the flat plan.

 image005.jpg

 

As this advert has not yet been placed on the flat plan, it is in the left-hand column and from here it can easily be dragged and dropped into place.

image007.jpg

Clicking on the advert brings up the advert details box, and again you can work from here to add notes, change the status or assign the advert to a client or a member of your team.

To proof your advert, click on the arrows to the top-right of the image to view an enlarged version

 image006.jpg

 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.