It is quick and easy to create proofs directly within Microsoft Word, Excel, and PowerPoint and send them out to a PageProof workflow using the PageProof add-in for Microsoft Office. Then, when a to-do list has been returned, view the comments in add-in task pane allowing you to quickly address feedback.
The PageProof add-in for Microsoft Office lets you:
Create proofs and new versions from Word, Excel, and PowerPoint
View comments in the add-in task pane within your Microsoft app
Reply to comments
Insert comment text, in a click
Download comment attachments.
And more.
Firstly, add the PageProof for Microsoft Office add-in.
To action comments and upload a new version using the PageProof add-in for Microsoft Office
To view and action comments in Microsoft Word, Excel, and PowerPoint
Step 1
With your Microsoft Office file open, in the ribbon click PageProof.
If prompted, log into your PageProof account.
Step 2
Search for the proof in your inbox. Select the proof. The comments will display in the comment area of the add-in task pane.
Step 3
The comment list will default to to-dos. Select a comment.
If the comment has an attachment, click the attachment icon to download the attachment file.
Place your cursor in your file, then click the insert icon to insert the comment text.
To view the comment on the proof in the browser, click the open in browser icon.
Click the reply icon to reply to the comment. You can add an attachment to your reply, and make your reply private (if the private comments feature has been enabled).
Step 4
When the change has been made to the artwork, mark the comment as done.
The comment will now appear in the done list of the comments. Use the drop-down to move between all comments (all), comments marked for action (to-do), comments marked as done (done), and comments to be ignored (unmarked).
To upload a new version
Step 1
When all the changes have been made, hover over the proof and click the 3 dots icon. Select create new version icon to create a new version of the proof.
Tips
If the proof has multiple pages, click the collapse icon to condense pages.
Control the filtering and ordering of comments by clicking the filter icon.
Click the refresh icon to refresh the list of comments.
