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.
Step 2
Follow the installation instructions. Once installed, in the ribbon click PageProof. Log into PageProof.
Step 3
With your Microsoft Office file open, in the ribbon click create proof.
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
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.
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.
Select a proof to display the comments in the comments area of the plugin.
Read on further with this article: viewing and actioning comments in Microsoft Word, Excel, and PowerPoint.