Collections
How to create, organize, and manage your proof collections. Collections are used to group proofs together: by client, by campaign...it’s up to you.
By Gemma and 1 other2 authors19 articles
- Collections: creating multiple proofs at onceUpload related files together, set shared details, and send them through the same workflow. You can also customize setup details for individual proofs before sending them.
- Creating a collection of website URLsIt’s easy to create a collection of different URLs. Perfect if you are wanting to create several URL proofs at the same time. Here’s how.
- Creating folders and subfolders for collectionsFolders are used to organize collections. It’s easy to create a folder for a collection, and add or remove collections into a folder.
- Uploading multiple proofsCreating multiple proofs at the same time is quick and easy. Drag and drop multiple files, set a workflow and click send.
- Downloading a collectionWith a single click, you can download the original files of all proofs (or just the ones you select) in a collection. Here’s how.
- Navigating through proofs in a collectionIt’s easy to navigate through proofs in a collection – either with the navigation in the collection tooltip, or using keyboard shortcuts.
- Adding a comment to several proofs at onceYou can bulk add a comment to multiple proofs in a collection in a few clicks. Perfect for global call outs.
- Managing a proof collectionLearn who can manage a proof collection, update its settings, and perform bulk actions on the proofs they own.
- Archive a collectionYou can archive a collection when you’re no longer actively working with it. Archived collections appear separately from current collections, so they’re easier to find when you need them again.
- Reopen an archived collectionYou can find archived collections from your dashboard and reopen them. Reopening a collection moves it back to your active collections list. The proofs inside the collection are not reopened…
- Moving an existing proof into a collectionYou can drag and drop an existing proof to move it into a collection on the dashboard, or manage the proof via its manage pane. It’s easy, here’s how.
- Removing a proof from a collectionEasily remove a proof from a collection (but not delete it) through the collection menu on the proof tile, or from the proof’s manage pane.
- Share a collection with a reviewerYou can share a URL to a collection of proofs. Anyone who opens the link will see only the proofs they have access to. You can also add a reviewer…
- Sending a link to a collectionYou can copy a link to a collection and share it in an email or another tool. When someone opens the link, they’ll be taken to that collection in PageProof.…
- Controlling the auto-open of the next proof in a collectionReviewers can control whether the next proof in the collection automatically opens after they leave their decision. Here’s how.
- Collection status and progressPageProof shows a clear status and progress indicator for collections, so you can instantly see how work is tracking across multiple proofs.
- What is the collection status “not started”Why is my collection showing “Not started” in the Outbox? Here’s what you need to know and how to send out your collection.
- Adding multiple proofs into a collectionLearn how to quickly add multiple proofs to a collection from your dashboard, making it easier to organize and manage related work in PageProof.
- Who can manage a collection?Learn who can view, edit, share, move, archive, or delete a collection in PageProof, and how your permissions affect your access.