01
Owner setup path
The owner creates the portal, chooses services, sets workflows, adds branding, configures domain, email, payments, add-ons, staff and clients.
KORPKIT SYSTEM GUIDE
How to set up, run and understand the KorpKit system.
This guide explains KorpKit like a real walkthrough: what the owner does first, what the admin team does daily, what the client sees, and how orders move from request to payment, approval and final delivery.
Understand KorpKit in 3 paths.
KorpKit has a setup path, an admin work path and a client delivery path. Together they create one connected service business system.
02
Admin portal path
The admin team receives orders, reviews quote requests, adds prices, creates invoices, uploads files, assigns work and controls delivery.
03
Client portal path
The client logs in, places orders, uploads files, views status, approves work, pays invoices and downloads completed files.
Step-by-step: how a business sets up KorpKit.
Follow this path when you want to turn KorpKit from a new account into a working client portal for your business.
Create your KorpKit account
Start with a tenant account so your business has its own portal space. After signup, verify your email and continue to setup.
Complete the business profile
Add your business name, contact details and basic profile information so the portal knows who the client is dealing with.
Choose the services you want to offer
Enable the services you sell, such as digitizing, vector, graphics design, website design, writing, media, development or custom services.
Set the workflow for each service
Choose how each service should run: quote first, advance payment, approval before final files, payment before final files, instant delivery or production and shipping.
Add branding
Upload your logo and set your colors so the client portal looks like your own business, not a random third-party page.
Set the domain or portal link
Use a KorpKit subdomain or connect a custom portal domain such as portal.yourbusiness.com.
Configure email behavior
Choose how client notifications, order updates, invoice messages and portal emails should be sent.
Set payments and invoices
Add payment settings, invoice rules, payment links, auto invoice behavior or auto payment options based on your package and add-ons.
Add admins, staff and clients
Create admin access for your team, import or add clients, and decide who can view clients, orders, invoices, reports and support areas.
Test the full client journey
Place a test order, upload a file, price it, create or show an invoice, approve or pay, and download the final file.
Launch your portal
Share the portal link with clients and start handling real orders through your branded KorpKit system.
Step-by-step: what the admin portal is used for.
The admin portal is where the business runs the work after the portal is already set up.
Open the admin portal
The admin portal is the private operations area where the business manages real work after setup is done.
Review new orders and quote requests
Check client submissions, uploaded files, service type, instructions, deadlines and any missing details.
Decide the next action
Depending on the service workflow, send a quote, add a price, request advance payment, move the order to processing or ask the client for more information.
Assign work and update status
Move work through the correct status such as Awaiting Payment, Processing, In Review, In Production, Shipped, Finished, Delivered or Cancelled.
Create invoices or payment requests
Generate invoice visibility for the client portal, use payment links, split payments or collect payment before unlocking final delivery.
Upload previews or final files
Upload proof files, preview files, watermarked files or completed final files and keep them attached to the correct client and order.
Handle approvals and delivery
When the client approves or pays, unlock the final files, allow ZIP downloads or add shipping and tracking details for physical production.
Use reports, roles and support
Monitor orders, employees, support tickets, problem reports and role-based access without giving every staff member owner-level control.
Step-by-step: what the client does inside KorpKit.
The client portal gives customers one simple place to submit work, follow progress, handle payment and receive final files.
Client opens the branded portal
The client uses the business portal link, not a generic project board.
Client signs up or logs in
The client enters their account and sees their own orders, invoices, quotes and files.
Client places an order or requests a quote
The client chooses a service, fills the form, adds instructions, selects options and uploads files.
Client tracks progress
The client can see order status and understand whether the work is waiting for review, payment, approval, production or delivery.
Client views quotes and invoices
If pricing is needed, the client can review a quote, view invoices and pay based on the service workflow.
Client approves or pays when required
Some workflows require approval before final files, payment before delivery or advance payment before the work starts.
Client downloads final files
When the order is complete and unlocked, the client can download files individually or as a ZIP where available.
Choose the right workflow for each service.
KorpKit is not locked to one process. A tenant can run simple orders, quote-first projects, approval-based work, advance payment jobs and production/shipping work in the same system.
Workflow
Use it for
What it does
Quote first
Custom design, websites, pitch decks, branding, large or unclear jobs
Use this when the client must request a price before the order becomes active.
Advance payment
Projects where work should not start before payment
Use this when the order should wait until the first payment is made.
Approval before final files
Digitizing, vector, graphics, logo, thumbnail, packaging or visual work
Use this when the client should approve a preview before the final files are released.
Payment before final files
Completed work that should stay locked until payment
Use this when the admin finishes work first but delivery should only happen after payment.
Instant final files
Simple services with no approval or payment lock
Use this when files can be released directly after completion.
Production and shipping
Patch orders and physical production work
Use this when the job needs production, courier, tracking and delivered status.
Real examples of how orders move through KorpKit.
These examples make the system easier to understand for business owners, clients, Google and AI assistants.
Embroidery digitizing order
- Client uploads artwork and size details
- Admin reviews the file and starts digitizing
- Preview or proof is uploaded if approval is needed
- Client approves or pays based on the workflow
- Final embroidery files are unlocked for download
Graphics or pitch deck quote
- Client requests a quote with project details
- Admin reviews the request and adds pricing
- Client accepts the quote
- Order starts after approval or payment
- Final files are delivered through the client portal
Advance payment project
- Client places an order
- System marks the order as awaiting payment
- Client pays the required first payment
- Admin starts production
- Remaining invoice or final delivery follows the selected rule
Patch order with shipping
- Client submits patch type, quantity, size, backing and shipping address
- Admin reviews and confirms price or payment
- Order moves into production
- Admin adds courier and tracking when shipped
- Client tracks the shipment until delivered
Roles and access inside the system.
KorpKit separates access so owners, admins, staff, sales, support, clients and client team users do not all need the same permissions.
Controls setup, subscription, services, branding, staff access, billing settings and full portal operations.
Manages clients, orders, quotes, invoices, files and daily service operations based on granted access.
Helps manage assigned services, production, review and quality checks.
Works on assigned jobs without receiving full owner-level control.
Can work with client-related views without full access to all admin functions.
Can search by client email and help that client without seeing every client globally.
Places orders, requests quotes, uploads files, pays invoices, approves work and downloads final files.
A user under a client account who helps manage that client company’s orders and files.
Why KorpKit is built differently.
KorpKit is built around the full client service cycle, not just one small part of the business.
Not only a form
A normal form ends after submission. KorpKit continues into admin review, quotes, invoices, payments, approval, status tracking and delivery.
Not only a project tool
A project tool is mostly internal. KorpKit connects the business team and the client in one branded workflow.
Not only file storage
File storage only holds files. KorpKit connects files to the correct client, service, order, invoice, approval stage and delivery status.
KorpKit system guide FAQ.
Clear answers for people, search engines and AI tools trying to understand how KorpKit works.
Why is this page called a system guide?
Because it explains the setup path, admin portal path, client portal path and service workflow decisions step by step instead of only describing features.
What should a new KorpKit user do first?
Create a tenant account, verify email, complete the business profile, choose services, set workflows, add branding, configure domain, email and payments, then test the full client journey.
What is the difference between the setup dashboard and admin portal?
The setup dashboard is for configuring the business portal. The admin portal is for daily work such as orders, quotes, invoices, files, clients, staff and reports.
How does a client use KorpKit?
A client logs into the branded portal, places an order or quote request, uploads files, views status, pays invoices, approves work when needed and downloads completed files.
How does KorpKit decide when payment is needed?
Payment behavior depends on the workflow selected for the service, such as advance payment, payment before final files, invoice after service or split payments.
Can each service have a different process?
Yes. A digitizing job, web design project, writing service and patch order can each use different workflow rules.
Why is KorpKit different from normal project management tools?
KorpKit connects the client-facing process with service forms, admin review, quotes, invoices, payments, approvals, files and delivery, while most project tools focus mainly on internal tasks.
Who is KorpKit for?
KorpKit is for freelancers, agencies, digitizing shops, vector teams, design companies, web agencies, writing teams, media teams, patch businesses and service providers that need a controlled client portal.
Ready to build your client portal?
Set up services, workflows, invoices, payments, approvals, files and client delivery in one connected KorpKit system.