Proofing and delivery for professional clients

Here are two recommended ways of setting up galleries when working with professional clients, where security, accountability and effectiveness are key.

Once you have set up a first gallery, it will be easy to reuse the same settings for other clients.

Simple case: making high-res files available for quick download

  1. Create a new gallery, ideally nested under a common "Client Area" gallery. Use the Protected gallery for professional clients preset. The gallery will use the Proofing Gallery Style, which focuses on proofing functionality. The gallery will be hidden, i.e. not visible in the thumbnail navigation for maximum privacy.
  2. Upload images into the gallery.
  3. Open the Send by email panel and add your client(s) email addresses as well as the download authorizations. Hit Send.
  4. Done! You can always check/edit the client permissions under the authorization panel accessible via the Protected access link above the thumbnails.

Professional assignment proofing and delivery

This section will show you how to let a client order a selection of images or videos out of an unprocessed shoot, so you can process/retouch ordered images and delivery them, in a professional and integrated way.

  1. Create a new gallery, ideally nested under a common "Client Area" gallery. Use the Protected proof-retouch-deliver gallery preset. The gallery will use the Proofing Gallery Style, which focuses on proofing functionality over aesthetics. The gallery will be hidden, i.e. not visible in the thumbnail navigation for maximum privacy.
  2. Upload the "proof" images/videos into the gallery.
  3. Open the Send by email panel and add your client(s) email addresses as well as the download authorizations. Hit Send.
  4. Done! Your clients are now able to order a selection of images as downloads.


Typical settings for a full assignment proofing gallery.

When your client has made a selection and placed an order, you will be notified by email. When you receive the order:

  1. If needed, reprocess/retouch the images/videos on your computer. Upload them into the gallery making sure you use the same filenames as for the proof images, and using the Replace image option. This will replace the proof images with the final ones. In the upload form, also set the status of the new uploads as Final, which indicates to the system that the files are ready for delivery.
  2. When all (or part of) the images have been replaced with their Final version, open the order, and click on Deliver PENDING downloadable items now. This will trigger the delivery of the FINAL images to the client. You can do this in several iterations, as this button will only deliver images that have not been delivered yet.


Image delivery on the order page.

To get familiar with the process from a client's perspective, try it yourself with a "test client" email address! For clarity, make sure it is different from your PhotoDeck login.

See also

Galleries for private clients: events, portraits, weddings ›
Private galleries and free downloads ›
Sending a selection to customers ›
How do client accounts work? ›
What is a selection (or lightbox)? ›
How do custom quotations work? ›
Setting up a multi-photographer agency ›
What happens when a client orders digital images or video clips? ›
How are digital images/videos delivered? ›
Defining delivery format of images and videos ›
Specifying delivered files' names ›
Selling a gallery as individual images, or as a single product ›
Customizing Download / Royalty-Free price lists ›
Customizing Rights-Managed profiles ›
Allowing comments and ratings ›
Hiding a gallery ›
Adding and managing team members ›
Creating and using multiple media libraries ›
Discount coupons ›
What is a pricing profile? ›
Creating a first pricing profile ›
Integrating with Card Payment Providers ›
Accepting other forms of payment ›
What is a cart? ›
What is a shipping profile? ›
How do custom shipping profiles work? ›
Step-by-step shipping setup ›
Customizing a partner lab's catalog ›
Showing products sizes that don't match image ratios ›
Prints fulfillment via your local lab ›
Automated print fulfillment via a partner lab ›
Shipping options for partner lab fulfillment ›