Top tips for getting the most out of PageProof
Whether you’re just getting started or refining your workflow, these tips will help you move work through review and approval faster – with fewer revisions and clearer decisions.
PageProof works even better when it connects with the tools you already use so be sure to explore our integrations too, including: Adobe Creative Cloud, Figma, Canva, Microsoft Office, monday.com, Asana, Airtable, Trello, Slack, and Microsoft Teams.
1. Start with a test proof
To experience PageProof properly, send your first proof to someone else – not yourself. Sending a proof to yourself won’t reflect how review and approval works across a team. Invite a colleague, send them a proof, and experience the full workflow together.
2. Creating a proof
Try different file types. PageProof supports a wide range of media including PDF, Adobe CC files, Microsoft Office files, PNG, JPG, video, audio, banner ads, email, websites (live and staging sites), even 3D content.
Use workflow templates. Workflow templates let you send proofs in a single click. Route work through stages (e.g. Marketing → Sales → Legal), or send to everyone at once. To go deeper, watch this video training session.
Combine files into a single proof. Drag and drop multiple static files onto the file dropper and you'll be prompted to combine them into a single proof – perfect for keeping related assets together.
3. Commenting
Pin, line or box, text highlighting, and freehand drawing. The red pen tool lets you place a pin, but it also lets you draw horizontal/vertical lines and boxes - try text highlighting, and the freehand drawing pen too.
Highlight approved sections. After drawing a box, use the paint icon in the comment panel to fill it with:
Approved green
Highlighted yellow
This is especially useful for catalogs or multi-page layouts.
@ mentioning to draw attention. Type @ and select a reviewer to notify them. They can reply directly to your comment.
Format your comment. Double-click your comment text and choose bold or italic to style it for emphasis. There is also underline, strikethrough, super and sub script, numbered and bullet lists too.
Keyboard shortcuts. There are many keyboard shortcuts for power users, but these basic ones will get you going: c for turning on the red pen tool, shift+enter or command+enter to add your comment, and 0 to zoom the proof to fit to page mode.
4. Try specialized proofing tools
Depending on your proof type, you’ll see additional tools under Magic Tools.
Make sure to explore:
Automatic barcode and QR code scanner
Compare and Smart Compare mode
These tools help you catch costly errors early – before work is approved and distributed.
5. Proof HTML and web content
PageProof supports HTML proofs in two ways:
Upload a ZIP file of your website, banner ad, or email
Enter a URL for a live or staging site.
You can present multiple web banners in a single proof – ideal for campaign sign-off across different sizes.
From the file dropper on the dashboard, click options and select the URL icon.
You can also proof password-protected staging sites.
6. Use design plugins
PageProof supports:
InDesign
Illustrator
Photoshop
Premiere Pro
After Effects
Create proofs directly from within Adobe, and view comments layered over your design file – saving designers hours.
Install the Adobe plugin here (remember to quit Adobe apps first).
Other plugins
We also support:
7. General tips
Recommended browsers. We recommend Chrome, Firefox, or Microsoft Edge for best performance and experience. Safari is also supported.
Set your preferences. Go to your profile to:
Configure default settings
Manage email notifications.
Customize your team experience. As PageProof rolls out across your organization, your team administrator can enable:
Co-branding
Integrations with other business tools
PageProof Intelligence®
And more.
Book training. Once you’re onboard, book your team’s initial training here.
Need help? Use the in-app chat on your dashboard to speak directly with our team.
Quick guides and enterprise features
Reviewers
Proof owners
Designers.
Enterprise teams unlock advanced controls such as priority proofs, groups, scheduled proofs, and private comments. Contact us via in-app chat to explore what's available.