Managing your proof

Change the proof’s download setting, quickly upload a new version, unlock, archive and reopen.

Gemma avatar Anna Blackwell avatar Larissa Devereaux avatar +1
23 articles in this collection
Written by Gemma, Anna Blackwell, Larissa Devereaux and 1 other

Skipping mandatory/gatekeeper reviewers

You can skip all mandatory and gatekeeper reviewers in a workflow step – all at once, with one click.
Shana Bonalos avatar
Written by Shana Bonalos
Updated this week

Approving the proof on behalf of the approver

As the proof owner, you may need to approve the proof on behalf of the approver.
Gemma avatar
Written by Gemma
Updated over a week ago

Adding an owner to a proof when you’re not the owner

If a proof owner is away and someone else in the team must manage the proof in their absence, a team administrator can add an owner.
Shana Bonalos avatar
Written by Shana Bonalos
Updated over a week ago

How an editor can pass on a new proof version for the owner to send out

Don’t want the editor to send out new proof versions? Here are instructions on how the editor can pass the new proof version to the owner.
Shana Bonalos avatar
Written by Shana Bonalos
Updated over a week ago

Explaining the role of an owner

What can an owner of the proof do? What makes this role important?
Shana Bonalos avatar
Written by Shana Bonalos
Updated over a week ago

Adding multiple editors

You can add as many editors as you like to a proof. Here’s how:
Gemma avatar
Written by Gemma
Updated over a week ago

Automatic reminders

Add a reminder to your proof so that a nudge is automatically sent out when the time is right.
Gemma avatar
Written by Gemma
Updated over a week ago

Audit

Audit is available for Team and Enterprise plans and lets proof owners deep-dive into events that occurred during the proof’s lifecycle.
Gemma avatar
Written by Gemma
Updated over a week ago

Managing proofs on your dashboard

For proofs that you own, you can perform bulk actions on them under the manage icon on your dashboard.
Gemma avatar
Written by Gemma
Updated over a week ago

Assigning a to-do list to an editor

After a to-do list has been returned to the proof owner, an editor can be assign to action the to-dos. The editor can upload a new version.
Gemma avatar
Written by Gemma
Updated over a week ago

Deleting a proof

Proof owners can delete a proof, or version of a proof, if they want all trace of it removed.
Gemma avatar
Written by Gemma
Updated over a week ago

Approve button pushed too quickly? No worries.

Occasionally, after the approver clicks approve they might spot a change to be made – you might want to withdraw the approval, and you can.
Gemma avatar
Written by Gemma
Updated over a week ago

Managing a proof collection

As an owner of one of more proofs in a collection, you can manage the collection and perform bulk actions on the proofs within it.
Gemma avatar
Written by Gemma
Updated over a week ago

Passing your proof to another owner

If you aren’t sure who needs to review and approve your proof, assign an owner who does know.
Gemma avatar
Written by Gemma
Updated over a week ago

Unlocking a proof

If you are the owner, or the gatekeeper/approver who has locked the proof, you can unlock it to give back the red pen to everyone involved.
Anna Blackwell avatar
Written by Anna Blackwell
Updated over a week ago

Reopening an archived proof

If a proof has manually been closed and archived, you can reopen the proof to where it was last left off.
Larissa Devereaux avatar
Written by Larissa Devereaux
Updated over a week ago

Print comments

If a proof has comments, you can print them if you like.
Anna Blackwell avatar
Written by Anna Blackwell
Updated over a week ago

Downloading a proof

As the proof owner, you can control whether the original file uploaded to PageProof, can be downloaded by proofers or not.
Anna Blackwell avatar
Written by Anna Blackwell
Updated over a week ago

Reopen a proof

As a proof owner if you need to reopen a manually archived proof where it was last at, you can.
Anna Blackwell avatar
Written by Anna Blackwell
Updated over a week ago

Archiving a proof

As a proof owner if you need to manually archive the proof during its progress, you can.
Anna Blackwell avatar
Written by Anna Blackwell
Updated over a week ago

Stop the workflow and upload a new version

As a proof owner, if you need to upload a new version when the proof is still in progress, you can.
Anna Blackwell avatar
Written by Anna Blackwell
Updated over a week ago

Nudge a reviewer to send a reminder

To keep your proof moving along, you can send a friendly nudge email to a reviewer if they haven’t looked, or finished reviewing your proof.
Larissa Devereaux avatar
Written by Larissa Devereaux
Updated over a week ago

Making your proof downloadable

As a proof owner, you can set whether the original file you uploaded as your proof is able to be downloaded or not.
Anna Blackwell avatar
Written by Anna Blackwell
Updated over a week ago