Adding a checklist to a proof

If your team administrator has set up one or more checklist templates, you can add a checklist to a proof in the proof setup screen.

Gemma avatar
Written by Gemma
Updated over a week ago

If your team administrator has created one or more checklist templates for your team to use, and the checklist feature has been enabled by the team administrator, you can add a checklist to a proof in the proof setup screen.

To add a checklist to a proof

Step 1

In the proof setup screen, select a checklist template.

Adding a checklist to a proof

After selecting the checklist template, you can change the default settings.

Adjusting the settings for a checklist in the proof setup screen

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.

Note: Once a proof is sent out, proof owners and team administrators can adjust the checklist settings in the manage pane for the proof.

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