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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi everyone

I work in a small printing company and I am looking for a simple online PDF / proof approval system. Not sure if Filemaker is the best way forwards with this but we do use it for our job production board.

This is what I want:

1. Create PDF using design package

2. Send to customer as attachment, with job number and other relevant details

3. Customer goes to 'download page' where s/he can save PDF and options to click 'approved', 'amend' etc, with comments box

4. Email with tracking number / job number etc is returned to default 'signoff' email address with customer's requests

We currently send emails to dozens of customers with PDF attachments and I need a way of tracking this more effectively and 'force' the customer to approve the PDF rather than a email reply that can possibly be misinterpreted or even lost

Thanks

Lyndon

This topic is 5890 days old. Please don't post here. Open a new topic instead.

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