Top tips for PageProof
Whether you’re trying PageProof for the first time or looking to improve your team’s workflow, these tips can help you move work through review and approval with fewer revisions and clearer decisions.
PageProof connects with many of the tools your team already uses. Explore our integrations, including Adobe Creative Cloud, Figma, Canva, Microsoft Office, monday.com, Asana, Airtable, Jira, Trello, and Slack.
1. Start with a test proof
To get a feel for how PageProof works, send your first proof to someone else. Sending a proof to yourself won’t show you how review and approval works across a team. Invite a colleague, send them a proof, and experience the workflow together.
2. Create a proof
Try different file types. PageProof supports a wide range of media, including PDFs, Adobe and Microsoft Office files, images, video, audio, banner ads, email, websites, and 3D content.
Use workflow templates. Templates make it faster to set up a proof. Route work through review stages, such as Marketing → Sales → Legal, or send it to everyone at once.
Combine related files into one proof. Drag and drop multiple static files onto the file dropper, then choose to combine them into a single proof.
3. Add and format comments
Try the markup tools. Use the red pen tool to place a pin, draw lines or boxes, highlight text, or draw freehand. Learn how in Adding a comment.
Highlight approved sections. Draw a box, then select the paint icon in the comment panel to fill it with green for Approved or yellow for Highlighted. This can be useful when reviewing catalogs or multi-page layouts.
Mention a reviewer. Type @ and select a reviewer to notify them. They can reply directly to your comment.
Format your comments. Double-click your comment text to apply bold, italic, underline, or strikethrough formatting. You can also use superscript, subscript, and numbered or bulleted lists. See Styling comments.
Use keyboard shortcuts. Try C to turn on the red pen tool, Shift + Enter or Command + Enter to add a comment, and 0 to fit the proof to the page. See the full list of keyboard shortcuts.
4. Try specialized proofing tools
Depending on the type of proof, you may see additional options under Magic Tools. Explore tools such as:
These tools can help you catch errors before work is approved and distributed.
5. Create website, HTML, and email proofs
You can create HTML proofs in two ways:
Upload a ZIP file containing a website, banner ad, or email.
Enter the URL of a live or staging website.
To review multiple banner sizes in one proof, see Displaying multiple web banner sizes in a single proof.
To proof a live website, click the file dropper on your dashboard, then select the URL icon. For details, see Creating an HTML proof, email, web banner, or website.
You can also proof password-protected staging sites.
6. Create proofs from your design apps
PageProof lets you create proofs from several design apps and view comments alongside your work.
For Adobe desktop apps, install the PageProof plugins. The plugins support InDesign, Photoshop, Illustrator, Premiere, and After Effects.
PageProof also offers plugins and apps for:
7. Set up PageProof for your team
Choose your browser. For the best experience, we recommend Chrome, Firefox, or Microsoft Edge. Safari is also supported.
Set your preferences. Visit your profile to configure default settings and manage email notifications.
Explore advanced features. Your team administrator can help set up features such as PageProof Intelligence® and FinalFile® delivery. Availability depends on your plan. Contact us through in-app chat for help turning them on or choosing the right setup.
Book training. Once your team is invited, book an initial training session.
Get help. Use the in-app chat on your dashboard to contact our team.
Quick guides and enterprise features
Download our quick-start guides for reviewers, proof owners, and designers.
Enterprise teams can also use priority proofs, groups, scheduled proofs, and private comments.