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Add a workflow template to multiple proofs
Add a workflow template to multiple proofs

If you have several proofs in your outbox saying ‘reviewers needed’, you can add a workflow template to these proofs in one bulk action.

Gemma avatar
Written by Gemma
Updated over a year ago

On occasion, you may have several proofs in your outbox that don’t have a workflow – the proof tiles are saying ‘reviewers needed’. You can use the bulk add workflow feature to add the same workflow template to these proofs.

To add a workflow template to multiple proofs

Step 1

On your dashboard, click the cog icon and select add workflow.

Dashboard icons

Step 2

Select which proofs in your outbox you’d like to add a workflow template to by marking them with a tick.

Selected proof tile

Step 3

Select the workflow template for the proofs from the drop-down list of templates, then click add workflow.

Manage menu. Add workflow.

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