Getting Started
This guide is for dashboard users — you, the print business running radixSubmit. It shows how to set up your account, create product templates, create orders, hand your customers an upload link, and track each order through to the finished, preflighted file.
Two roles
You work in the dashboard (app.…): set up the account, create orders, track results.
Your customers work in the portal: they receive a link and upload their print files, assign them, review the preview, and confirm. Customers need no account — a link is enough. (Optionally you can give them self-service access, see Manage customers.)
This guide covers the dashboard side. To connect a shop or ERP via the API, see the Developer Guide.
The life of an order
1. Set up account → branding, portal behaviour, email sending
2. Create a template → a reusable product (e.g. "A4 booklet, 32 pp.")
3. Create an order → from a template, with quantity and customer reference
4. Share upload link → create a link and send it to the customer
5. Customer uploads → Upload → Assign → Review → Confirm (in the portal)
6. Track the order → watch milestones, download preflighted files1. Sign in
Open the app URL and sign in with your credentials. If you belong to multiple organisations, pick one after signing in (Select organisation). Forgot your password? Reset password sends you an email with a fresh link.
The top bar always offers:
- Search — find orders quickly.
- Help — contact and support.
- What's new (bell) — recent changes in radixSubmit.
2. The dashboard at a glance
The sidebar has four areas:
| Area | Item | What it's for |
|---|---|---|
| Menu | Overview | Monthly KPIs, trend, recent orders |
| Orders | All orders, status/milestones, share upload link | |
| Customers | Your customers and their contacts (self-service) | |
| Templates | Reusable product definitions | |
| Metrics | Storage usage | Storage used per order/product |
| Billing | Usage and cost per month | |
| Integration | Webhooks | Endpoints and deliveries for order/product events |
| Applications | API credentials (client ID / secret) for shop/ERP | |
| API Reference | Interactive endpoint documentation | |
| Settings | General | Tenant name, branding |
| Portal | Look and behaviour of the customer portal |
3. Set up your account (one-time)
Before you create your first order, configure how radixSubmit appears to you and your customers under Settings.
Settings → General
- Tenant name & slug — your display name. The slug is part of internal URLs.
Settings → Portal
This controls your customers' experience:
- Branding — upload a portal icon and pick a theme (colour preset). The preview shows the result live.
- Portal mode — Basic, Premium or Enterprise. The mode determines which steps your customers get.
- Features — turn individual steps on or off: Upload, Assign, Preflight and Proof (preview).
- Validation / QuickCheck — rules such as minimum image DPI, maximum file size, colour checks, and the severity of individual checks (error / warning / info / hidden).
- Help texts — the text your customers see in the portal (per language, EN/DE).
- Email / SMTP — sender and SMTP credentials for notifications to customers.
Start minimal
Keep the defaults at first and only adjust branding and the sender email. You can sharpen validation rules and help texts at any time.
4. Create a product template
A template describes a product once — format, page count, parts (e.g. cover + body), colours, material — and makes it reusable, so you don't re-enter these details for every order.
Under Templates:
- Start from a standard template (e.g. Business card 85 × 55 mm, Softcover A4) or create your own.
- Adjust name, parts, format and material.
- Save.
5. Create your first order
An order is a customer's concrete job — based on a template, with a quantity and an optional customer reference.
- Under Templates, pick a template and Create order from template.
- Enter the order name, quantity and, if needed, a customer reference.
Create orders automatically
Orders can also be created automatically from your shop or ERP — via the API. For that, create an Application and follow the Developer Guide.
6. Share the upload link
To let your customer deliver print files, create an upload link:
- Open the Orders list and choose the share action on the order. The link is created and copied to your clipboard.
- Send the link to your customer (by email or through your own channel).
Validity
An upload link is valid 7 days. A new link for the same order invalidates the previous one.
7. What your customers see (portal)
Through the link, customers enter the portal and — depending on the portal mode — go through three steps:
- Upload — upload PDF(s).
- Assign — assign pages to product parts (e.g. cover, body).
- Review & confirm — view the preflight result and preview, then confirm.
After confirmation the preflight runs, and the files become available to you in the dashboard.
8. Track orders
Under Orders you see each order with its current milestone:
| Milestone | Meaning |
|---|---|
| Created | Order created, upload link not yet shared |
| Visited | Customer opened the upload link |
| Partially uploaded | First files uploaded, upload still ongoing |
| Uploaded | All files uploaded |
| Partially assigned | Some pages assigned, assignment not yet complete |
| Assigned | All pages assigned to product parts |
| Preflighted | Preflight completed |
| Confirmed | Customer confirmed — preflighted files ready to download |
| Produced | Files handed to production |
Open an order to view its products, preflight results and the preflighted files, and to download them.
9. Manage customers
Under Customers you maintain your customers and their contacts. Add a contact with an email and they receive an invitation to set a password and sign in themselves — so recurring customers can view their orders in self-service, without you sending a link each time.
10. Integration (shop / ERP)
To create orders automatically from your shop, ERP or MIS, use the Integration area:
- Applications — create an application; this generates a client ID and client secret. The secret is shown only once — copy it somewhere safe immediately.
- Webhooks — set up endpoints notified on order and product events (e.g. when a customer confirms). Deliveries can be inspected and re-triggered.
- API Reference — interactive endpoint documentation right in the dashboard.
The full integration flow (authenticate → create order → create link → receive webhook → download files) is described in the Developer Guide.
11. Metrics & billing
- Storage usage — storage used, broken down by order/product.
- Billing — usage and cost per month; exportable as CSV.
Help
Help in the top bar reaches support. What's new (bell) shows recent changes. For the programmatic integration, continue to the Developer Guide and the API Reference.