Checklist templates are a great way to ensure compliance when reviewing and approving proofs. You can create a checklist of items to help reviewers – and these items can be arranged into groups.
Team administrators can set up checklist templates. A checklist can then be applied to a proof in the proof setup screen.
The number of checklist templates you can create depends on your PageProof license:
Teams: Two checklist templates.
Teams Plus: Ten checklist templates.
Enterprise: Unlimited checklist templates.
To create a checklist template
Step 1
Click your avatar and select team, then team checklists.
Step 2
Click new template.
Step 3
Give the checklist template a name, and a description if you like.
Set the default settings:
Required for final approval: The checklist must be completed (every item checked) before the approver can give final approval on the proof.
Open on proof load: The checklist will automatically be displayed when the proof is opened.
Add as many items as you like to the checklist by clicking + add item and then save.
Tips:
If you’d like to group several checklist items together into a group, click the convert to group icon and name your group. Then drag items into the group you have just created.
To add a hyperlink in a checklist item (for example a link to a website or reference asset), link markdown is supported as follows:
[title](https://www.example.com)
Example:
You can archive or delete a checklist template if you no longer need to use it, and you can also duplicate a checklist template.
