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

  1. Navigate to Management Module > Customers > Customer Portal.
  2. Edit the text for the section you wish to customize.
  3. 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