To create a proof from Airtable, ensure you have connected the PageProof & Airtable integration and added the PageProof extension to Airtable.
To create a proof from Airtable
Step 1
Select a record that contains the file attachment you want to proof, and click create proof.
Step 2
Confirm if the proof setup data is your table data, or using the defaults from your PageProof profile.
For example: should the due date be populated from the table data, or from the default due date under your PageProof profile? The choice is yours.
Select the file attachment thumbnail and click create proof.
Step 3
Further details can be added in the PageProof proof setup screen, for example select a workflow, a checklist template, and set download settings etc.
Note: The reference field will display the Airtable record.
Click create proof.
In Airtable, the table columns you have mapped will automatically display proof details such as the status of the proof, version, proof name, and more.
You can also create proofs in PageProof and use the reference field to connect the proof to Airtable. This is useful if you’d like to create website URL proofs, and HTML email proofs.