Manage a Customer's Designs (Business Hub)

Use the Designs tab in a customer’s account to view, upload, download, and delete artwork files uploaded via the Designer or added by staff in Business Hub. Each customer can have multiple designs on file, keeping their artwork centralized for quick access across quotes, orders, and reorders.

This improves accuracy with clear file details and uploader history, lets you quickly reuse approved files, and shows where designs have been used so you can tidy up outdated artwork without affecting past orders.

In this article

• View a customer’s designs
• Download the original design file
• Add a design to a customer’s library
• Delete a design
• What the Design details show
• Troubleshooting & FAQs
• Troubleshooting
• FAQs
• Additional resources

Prerequisites

1. View a customer’s designs

1. Go to Business Hub > Customers

   

2. Open the customer: click View on the row (or click anywhere on the row).

   

3. Select the Designs tab to see all designs on file for this customer.

   

   The list of customer designs is displayed.

   

4. Click a design to open its details.

   

2. Add a design to a customer’s library

Add artwork directly to a customer so your team can reuse it across quotes and orders without asking the customer to upload it again.

You can upload one or multiple design files at a time.

1. Go to Business Hub > Customers.
2. Open the customer record (click View on the row).
3. Select the Designs tab.
4. Click Add Design.

5. In the Add Customer Design popup, click Browse/Choose File to select designs from your device.

   

   Common formats: PNG, JPG, SVG, PDF for print; EMB/DST for embroidery (as applicable to your workflow).

6. Select or drag and drop the design(s) into the file upload dialog.
7. Click Open.
8. Click OK.

9. Confirm the copyright/permissions statement if prompted.

   The design appears in the customer’s Designs list.

   

   1 Designs tab

   2 Add Design button

3. Download the original design file

1. Open a design from the list.

2. Click Download Original to save the source file to your device.

   

   1 Download Original Design Command

4. Delete a design

1. Open the design from the list.

2. Click Delete and confirm.

   

   1 Delete Design button

What the Design details show

• Name: filename of the uploaded design.
• File Type: format of the stored file (e.g., PNG, JPG, SVG, EMB).
• Added: date the file was uploaded.
• Added By: user who uploaded and confirmed copyright terms.
• Type:
  • Uploaded Design: raster/vector artwork uploaded by a user.
  • Digitized Design: embroidery-ready file produced via digitizing.
• Width / Height: measured dimensions of the artwork.
• Used Count: number of orders where the design has been used.

Best practice tips

• Standardize file naming before upload: Encourage your team to rename files with clear identifiers (e.g., ClientName_Logo_LeftChest.svg) so designs are easy to recognize at a glance.
• Reuse approved artwork whenever possible: Before asking a customer to upload a file again, check their Designs tab to avoid duplicates and reduce approval delays.
• Keep artwork tidy using Used Count: Periodically review designs with a Used Count of zero to identify outdated or unused files that can be safely removed.
• Upload the right format for the job: Store vector files (SVG, PDF) for print flexibility and embroidery-ready files (EMB/DST) for production, even if a preview PNG is also available.
• Confirm copyright ownership: Only upload customer artwork after verifying usage rights to protect your business and production partners.

Troubleshooting

FAQs

Additional resources

• Customer Accounts (Using Business Hub)