The Customer Portal allows customers to approve, proofs, estimates, and orders. Disclaimers and Approval Terms for the Portal are set in the Management Module.
Customizing Customer Portal Verbiage
- Navigate to Management Module > Customers > Customer Portal.
- Edit the text for the section you wish to customize.
- Click Save Changes.
Example Locations of Disclaimers in the Customer Portal
- (A) Customer Portal Custom Text Section
- (B) Proof Approval Terms and either Estimate Approval Terms or Order Approval Terms
- (C) Proof Image Disclaimer
