File Inspector (Digital CSR)
Training Page

 Watch the short video to get an overview of the process to submit a file to the Digital CSR.

Process outline

  1. Forward the cleaned email order to “Submit@Good2GoSoftware.com.
  2. Review the Order Summary response email for errors or issues.
  3. Create estimate in MIS.
  4. Export PDF of Estimate.
  5. Add Estimate PDF and order number to Good2Go Order.
  6. Change location to “Out for Approval”. Proof will be sent to client
  7. Upon Client Approval: (Automated steps)
  8. Invoice and payment link sent.
  9. Job forwarded to print production.
  10. Notifications sent when job is ready for pick-up.

Step 1:
Forward email

Open the email order and select “Forward” and put in the email address of “Submit@Good2GoSoftware.com“. 

Before you send — be sure to remove any non-working graphics like signature blocks or logos. Also, if the email includes prior content, beside to delete that too. You only want to send the current email order so that the AI engine is not confused by the past conversations.