Set up and Send Tear Sheets to your Print Advertisers
Instead of stuffing envelopes, you can send your advertisers an image of the advertisement on the Invoice PDF and show it in the Client Center accounts. To send a tear sheet, you must use MagBuilder and upload the final page PDF to MagBuilder.
To display the tear sheet to a customer, you must update your invoice template to include the tear sheet element and have a MagBuilder issue.
To make the update, navigate to Settings > Templates > Invoices. Select your Invoice from the list, or + Add a New Invoice Template, then choose Edit from the action items.
From the editor, you'll need to make sure that you have added the Tear Sheet element to your chosen template.
Edit the component by clicking on the pencil icon. At this point, you can name the element, something like, 'Advertisement and Tear Sheet.' Next, complete the alignment, font, etc., as well as the size of the image, large or small.
Save your settings. Your invoice will now have the Tear Sheet element with an image of the advertiser's copy.
The system will pull in the final PDF upload to your MagBuilder issue. The system knows to grab the correct page based on the placement of your advertiser's copy.
When the invoice is generated and the element is in place, the PDF will include the image.
Even if you don't include the image on the invoice PDF, the customer can still see the tear sheet in client center. They can go to Artwork and click on the Tear Sheet option.
The client can also go to their invoices and click on the actions to View Tear Sheet. The page will show the image and the details about the page.