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 (or when the proof is in progress via the proof’s info pane).
To add a checklist to a proof
Step 1
In the proof setup screen, select a checklist template.
After selecting the checklist template, you can change the default settings.
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.
Learn more about marketing compliance checklists from PageProof.