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A project is a document and a list that have been associated with each other for the purpose of creating jobs, or mailings.

Any existing projects will be listed under "My Projects".

Projects Main View

You can click "+" to expand the details of a project. After you click "+", the details will expand and the "+" will change to a "-". You can click "-" to hide the details.

Expand Project Details

Click the "Action" menu to find options for viewing, continuing, and changing your job.

EDITING

The options that appear are based on the Status of the job.

If the job is in Status EDITING, the options available are for deleting, continuing, or viewing details of your job, as shown above.

If the job is in Status PENDING_PROOF_ACCEPTANCE, the action menu also offers View Proof.

Options expand to include Duplicate Job for Status PROOF_ACCEPTED.

PENDING_PROOF_ACCEPTANCE

For Job Status IN_CART, Action menu items include Go to Cart.

For Job Status AWAITING_PRODUCTION or IN_PRODUCTION, Action menu items include View Invoice.

action menu in production

Once your Job has been MAILED, Action menu items include View Tracking.

action menu mailed status

Create a new project by clicking "New project".

New project button

You will be asked to give the new project a name and click "Ok" to continue or "Cancel".

New project naming dialog

The new project will be displayed. Clicking the Action menu will give you the option to create another new project, change the name of the project, start a job or delete the project.

New project view

If you select "New Project" or "Edit Name", you will have to enter a project name and click "Ok" to continue or "Cancel".

Edit project name

If you select "Start Job", you will be guided through the order process.

If you select "Delete Project", you will be informed that you will permanently delete the project and click "Delete" to proceed or "Cancel".

Delete project confirm

If you have any additional questions, please contact Click2Mail Customer Support at 866-665-2787 or support@click2mail.com. Our hours of operation are Monday - Friday, 9 AM to 8 PM Eastern.