Learning resources
- Learning Paths
- Infigo Core
- Infigo Core for Iframes
- The Rapid Build Guide
- Designing your Storefront Content
- General Product Configuration
- Upload Products
- Dynamic Products (MegaEdit)
- Dynamic Products (Invent)
- Creating Customers
- Access Permissions
- Ecommerce
- Order Management
- Connect: Flow
- Connect: PrintIQ
- Connect: CERM
- Connect: Veracore
- Connect: Tharstern
- Connect: Switch
- Enfocus Pitstop
- Connect: Site Flow
- Easypost
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- Series
- 1. The Infigo Lightning Build Guide
- 2. Storefront Rapid Build Guide
- 3. Detailed Storefront Build Guide
- 4. Template Builder
- MegaEdit Series
- Invent Series
- Infigo Insights
- Storefront Build
- Products
- Pricing Scripts
- MultiPart Products
- Advanced | Chameleon
- Hot Folders and Infigo Sync
- Approval Workflow
- Access Permissions Video Tutorials
- Understanding Access Permissions
- Discounts
- SEO
- Production and Delivery Restrictions
- Order Management
- Content Templates
- Content Templates for Beginners
- Advanced | Custom Content Templates
- Content Template Visual Guide
- Enfocus Pitstop Profiles
- Ecommerce
- SSO
- Media Album Management
- Storefront Styling Tips
- 🚀 Tips & Tricks 🚀
- MegaEdit
- Advanced | 3D Preview Module
- iframe
- Form Builder
- Form Builder | Detailed Tutorials
- Upload UI
- MegaEdit Variables
- Invent
- Invent Logic
- Advanced Grouping
- General Tutorials
- Address Books
- Connect Integrations
- PrintIQ
- Tharstern
- Veracore
- Request for Quotation (RFQ)
- Easypost
- TaxJar
- Connect: CERM
- Connect: Flow
- Labeltraxx
- Connect: Switch
- Connect: Site Flow
- Printess Integration
- Infigo Help
- Getting Started
- Storefront Rapid Build Guide
- Official Documents and Certificates
- Welcome to Infigo
- Launching your First Storefront
- Time-Saving Toolbox
- Customer Webinars
- Product Management
- Products - The Basics
- Product Types - The Basics
- Product Attributes
- Stock
- Pricing
- Categories
- Custom Data
- Expert Tips
- Product Import Tool
- Editor Plugins
- Shopify
- Magento
- MegaEdit
- Basics and Fundamentals
- Core Components: Canvas, Stock, and Output Type
- Editor Tools
- MegaEdit Topics
- Photo Sources
- Scripts
- FAQ
- Invent
- Getting Started
- MegaEdit and Invent
- Resources
- Variables
- Forms
- Exporting
- FAQ
- Infigo Designer
- Installers and Downloads
- Image Field Support
- Text Field Support
- Infigo Designer Advanced
- Predefined Javascript
- Infigo Designer Plugin Support
- FAQ
- Shipping
- The Basics
- Delivery Restrictions
- Delivery Plugins
- Easypost
- Payments
- The Basics
- Payment Plugins
- Price Calculations
- Vouchers and Discounts
- Budgets
- Tax
- Connect Plugins and Integrations
- The Basics
- Connect Flow
- Using our API
- RFQ (Request for Quotation)
- printIQ
- Tharstern
- Siteflow
- CERM
- Punchout
- Veracore
- Other
- FAQ
- Insights
- The Basics
- Reports
- Dashboards
- Metabase
- Our Insights Plans
- Storefront Administration
- Bindings and SSL Certificates
- Email Accounts and Email Message Templates
- Countries and Regions
- Language Strings (Storefront Text)
- Image Management (Media Settings)
- FAQ
- Search Engine Optimisation (SEO)
- Google Analytics
- Google Tag Manager
- Google Merchant
- SEO and Analytics
- What's New in Infigo?
- 2025
- Full Release Notes
- 2024
- 2023
- Order Management
- The Basics
- Checkout Attributes
- Approval Workflow
- Production
- Infigo Sync
- Shared Print Operations
- FAQ
- Content Management
- Other
- Content Templates
- Topic Pages
- Blogs
- Site Look and Feel
- The Basics
- Appearance Settings
- Editable Content
- The Layout Manager
- Editor Look and Feel
- Advanced Changes to your Storefront Look and Feel
- Checkout Flow
- Chameleon
- CSS
- FAQ
- Customer Management (incl. Access Permissions)
- Customers - The Basics
- Customer Roles
- Login & Registration
- Access Permissions Articles
- Departments
- Single Sign On (SSO)
- User Administration
- API Documentation
- Infigo Insights Metabase Schema
- Infigo Megascripts Documentation
- New User Onboarding [Depreciated]
- Getting Started | Onboarding Checklist
- Training | Onboarding Checklist
- Going Live! | Infigo Onboarding
- Immediately unlock all checklist tasks [not recommended]
- Infigo Core
- Infigo Core for Iframes
- The Rapid Build Guide
- Designing your Storefront Content
- General Product Configuration
- Upload Products
- Dynamic Products (MegaEdit)
- Dynamic Products (Invent)
- Creating Customers
- Access Permissions
- Ecommerce
- Order Management
- Connect: Flow
- Connect: PrintIQ
- Connect: CERM
- Connect: Veracore
- Connect: Tharstern
- Connect: Switch
- Enfocus Pitstop
- Connect: Site Flow
- Easypost
- Series
- 1. The Infigo Lightning Build Guide
- 2. Storefront Rapid Build Guide
- 3. Detailed Storefront Build Guide
- 4. Template Builder
- MegaEdit Series
- Invent Series
- Infigo Insights
- Storefront Build
- Products
- Pricing Scripts
- MultiPart Products
- Advanced | Chameleon
- Hot Folders and Infigo Sync
- Approval Workflow
- Access Permissions Video Tutorials
- Understanding Access Permissions
- Discounts
- SEO
- Production and Delivery Restrictions
- Order Management
- Content Templates
- Content Templates for Beginners
- Advanced | Custom Content Templates
- Content Template Visual Guide
- Enfocus Pitstop Profiles
- Ecommerce
- SSO
- Media Album Management
- Storefront Styling Tips
- 🚀 Tips & Tricks 🚀
- MegaEdit
- Advanced | 3D Preview Module
- iframe
- Form Builder
- Form Builder | Detailed Tutorials
- Upload UI
- MegaEdit Variables
- Invent
- Invent Logic
- Advanced Grouping
- General Tutorials
- Address Books
- Connect Integrations
- PrintIQ
- Tharstern
- Veracore
- Request for Quotation (RFQ)
- Easypost
- TaxJar
- Connect: CERM
- Connect: Flow
- Labeltraxx
- Connect: Switch
- Connect: Site Flow
- Printess Integration
- Infigo Help
- Getting Started
- Storefront Rapid Build Guide
- Official Documents and Certificates
- Welcome to Infigo
- Launching your First Storefront
- Time-Saving Toolbox
- Customer Webinars
- Product Management
- Products - The Basics
- Product Types - The Basics
- Product Attributes
- Stock
- Pricing
- Categories
- Custom Data
- Expert Tips
- Product Import Tool
- Editor Plugins
- Shopify
- Magento
- MegaEdit
- Basics and Fundamentals
- Core Components: Canvas, Stock, and Output Type
- Editor Tools
- MegaEdit Topics
- Photo Sources
- Scripts
- FAQ
- Invent
- Getting Started
- MegaEdit and Invent
- Resources
- Variables
- Forms
- Exporting
- FAQ
- Infigo Designer
- Installers and Downloads
- Image Field Support
- Text Field Support
- Infigo Designer Advanced
- Predefined Javascript
- Infigo Designer Plugin Support
- FAQ
- Shipping
- The Basics
- Delivery Restrictions
- Delivery Plugins
- Easypost
- Payments
- The Basics
- Payment Plugins
- Price Calculations
- Vouchers and Discounts
- Budgets
- Tax
- Connect Plugins and Integrations
- The Basics
- Connect Flow
- Using our API
- RFQ (Request for Quotation)
- printIQ
- Tharstern
- Siteflow
- CERM
- Punchout
- Veracore
- Other
- FAQ
- Insights
- The Basics
- Reports
- Dashboards
- Metabase
- Our Insights Plans
- Storefront Administration
- Bindings and SSL Certificates
- Email Accounts and Email Message Templates
- Countries and Regions
- Language Strings (Storefront Text)
- Image Management (Media Settings)
- FAQ
- Search Engine Optimisation (SEO)
- Google Analytics
- Google Tag Manager
- Google Merchant
- SEO and Analytics
- What's New in Infigo?
- 2025
- Full Release Notes
- 2024
- 2023
- Order Management
- The Basics
- Checkout Attributes
- Approval Workflow
- Production
- Infigo Sync
- Shared Print Operations
- FAQ
- Content Management
- Other
- Content Templates
- Topic Pages
- Blogs
- Site Look and Feel
- The Basics
- Appearance Settings
- Editable Content
- The Layout Manager
- Editor Look and Feel
- Advanced Changes to your Storefront Look and Feel
- Checkout Flow
- Chameleon
- CSS
- FAQ
- Customer Management (incl. Access Permissions)
- Customers - The Basics
- Customer Roles
- Login & Registration
- Access Permissions Articles
- Departments
- Single Sign On (SSO)
- User Administration
- API Documentation
- Infigo Insights Metabase Schema
- Infigo Megascripts Documentation
- Getting Started | Onboarding Checklist
- Training | Onboarding Checklist
- Going Live! | Infigo Onboarding
- Immediately unlock all checklist tasks [not recommended]
Approval Workflow
Description: This category covers setting up an order approval process so jobs can be reviewed and signed off before they are released into production, including how to configure approvers, departments, roles, and the messaging that supports the approval stages. It explains how to control which orders or line items require approval using flexible requirement rules and exemptions, how approver comments can be surfaced in customer notifications, and how users and approvers can download files that were uploaded with an order from in-progress and approval views during review.
Showing 1 – 4 of 4 results
Tags: order approval process, approver role setup, department based approvals, approval routing rules, conditional approval requirements, approval exemptions, approver comments in emails, approval notes in notifications, job approval messaging, approval queue review, download uploaded files, in progress order review, file upload review links, order line approval rules, approval troubleshooting