The client approved something in a thread with four versions in it, and nobody can show which.
For account managers
Show the client one file, and keep their answer.
You own the client and what was sold. Koldheim sends each artwork version to the client through a link that shows that version only, pins their answer to the file they saw, and keeps every estimate revision.
Today
What it looks like now
01
02
A job comes back from the printer wrong, and the argument starts with whose file it was.
03
Three estimates went out, and the one in the finance folder is not the one the client accepted.
What changes
What you get, and where it shows up
The approval is pinned to the file
The client approves or asks for changes through an emailed link that shows one version. Their answer is recorded against that exact file, the address it went to and the time.
More on thisYou decide print or files
Once the client approves, you confirm whether the job is printed or delivered as files, choose the supplier, and say whether the client signs off the supplier’s proof for this job.
More on thisEvery estimate revision kept
A quote is revised and superseded rather than overwritten, and accepting one creates the order. A variation is a further quote against that order, so its value is what was agreed.
More on thisWhich services
3 of 9Where you work in it
Artwork ApprovalsCreative
Brief the job, send each signed-off version to the client, and choose print or files once it is approved.
Quotes and OrdersSalesEstimates revised until the client accepts, every version kept, and the order built from the accepted one.
ProjectsProject managementAccount work on a board, with who moved each card on the trail.
Keep exploring
Where to next
Try the artwork rule
Rounds of changes, the version they make, and the path to print or files, with the client’s proof sign-off on or off.
Nothing reaches the client without your sign-off.Every upload is the next version, and each one comes to an art director before the client sees it. Changes go back to the artist with your comment, and nobody signs off their own work.
The printer gets the approved file, and only that file.Once the client approves, the supplier is emailed a link that opens the approved file and nothing else. You record the proof, production and dispatch, and the client confirms what arrived.
Know which version they accepted.A quote is revised until it is accepted and every version is kept. Acceptance creates the order the job and its costs hang off, and the work that follows moves across a board.