Skip to main content

Creating a proof directly from Microsoft Word, Excel, or PowerPoint

With the PageProof add-in for Microsoft Office you can create proofs and new versions directly from Microsoft Word, Excel, and PowerPoint.

Gemma avatar
Written by Gemma
Updated today

To create a proof from Microsoft Word, Excel, and PowerPoint

Step 1

Head here to add the PageProof for Microsoft Office add-in.
Or, click the add-ins icon in the ribbon, then search for the PageProof add-in.

Microsoft add-ins

Step 2

Follow the installation instructions. Once installed, in the ribbon click PageProof. Log into PageProof.

Log into PageProof

Step 3

With your Microsoft Office file open, in the ribbon click create proof.

Create proof icon

Please note:
Older file formats in Office (.doc, .xls, and .ppt) are no longer supported by Microsoft add-ins. If your file is one of these formats please save your file as a more modern format. For example .docx, .xlsx, or .pptx.

Step 4

The proof name will default to the name of your file and select the format.

The following format options are available:

  • Word:

    • .txt

    • .docx (default)

    • .pdf

  • Excel:

    • .txt

    • .xlsx (default)

    • .pdf

  • PowerPoint

    • .txt

    • .pptx (default)

    • .pdf

Create proof window in Microsoft Word

Click upload to create the proof, then complete details in the proof setup screen – add a workflow, owners, checklist, integration references, and adjust proof settings.

To create a new version

Step 1

Search for the proof in your inbox. Hover over the proof and click the 3 dots icon.

Dashboard showing proofs in the inbox

Proof 3 dot menu showing proof info, open in browser, and upload new version options.

Select upload new version.

Tips

  • In the dashboard section of the plugin, use the handy create proof icon, dashboard filters, and refresh icon to see the latest changes to your dashboard.

  • Hover over a proof and click the 3 dots icon to see further information about the proof, or open the proof in the browser.

    Proof 3 dot menu showing proof info, open in browser, and upload new version options.

  • Select a proof to display the comments in the comments area of the plugin.

    Example of a comment in the PageProof plugin for Microsoft Office

Did this answer your question?