How to manage your proof
By Gemma1 author22 articles
Due dates and time zonesWhat time zone is my proof using? How does my reviewer see it if they are in a different time zone? How is the due date and time displayed.
Set multiple proofs to the status ‘new version required’Ready to upload new versions to multiple proofs at once? Use a bulk action on the dashboard to set the status ‘new version required’
Nudge reviewers on multiple proofsYou can bulk nudge reviewers who are not yet finished proofing on several proofs at once on your dashboard.
Change the due date and time for multiple proofsYou can change the due date and time for several proofs at once on your dashboard. You must be the proof owner or team administrator.
Start a new proof from an approved proofIt’s easy to create a new proof from an approved proof if you’d like to use the same original proof file.
Due datesA proof can have an overall due date, and also due dates for one or more of the workflow steps if you like.
Delete multiple proofsAs an owner, you can bulk delete several proofs at once if you like through the manage proofs feature on your dashboard.
What is a proof share link?Each proof has a unique url. If a proof has ‘share link’ turned on, it can easily be shared to others.
Replacing a proof fileIf you need to replace the file uploaded for a proof, you can. Doing so will not affect the version number of the proof.
Add a reviewer to multiple proofsUsing a bulk action on the dashboard, you can add a reviewer to multiple proofs that you own. You can add as many reviewers as you need.
Add an owner to multiple proofsUsing a bulk action on the dashboard, you can add an owner to multiple proofs that you own. You can add as many owners as you need to.
Adding an owner to a proof when you’re not the ownerIf a proof owner is away and someone else in the team must manage the proof in their absence, a team administrator can add an owner.
Add an editor to multiple proofsUsing a bulk action on the dashboard, you can add an editor to several proofs at once. You can have as many editors as you need too.
Archive multiple proofsYou can bulk archive several proofs at once on your dashboard. You must be the proof owner or team administrator.
Archiving a proofAs a proof owner or team administrator, if you need to manually archive the proof during its progress, you can.
Managing proofs on your dashboardFor proofs that you own, you can perform bulk actions on them under the manage icon on your dashboard.
Deleting a proofProof owners can delete a proof, or version of a proof, if they want all trace of it removed. Deleting a proof is permanent.
Reopen a proofAs a proof owner, if you need to reopen an archived proof you can. When you reopen a proof, it will resume where it left off.
Replacing the approver on multiple proofsYou can replace the approver on multiple proofs that are ‘in proofing’ that you own on your dashboard.
Reopening an archived proofIf a proof has manually been closed and archived, you can reopen the proof to where it was last left off.
Add a message to reviewers to multiple proofsUsing a bulk action on the dashboard, you can add a message to reviewers to multiple proofs that you own.
Adding a checklist to a proof that is in progressOwners can add a checklist template to a proof that is already underway and in a status of in proofing. Here’s how.