Managing your proofs
How to manage your proof
By Gemma and 1 other2 authors29 articles
- Nudge reviewers on multiple proofsYou can bulk nudge reviewers who are not yet finished proofing on several proofs at once on your dashboard.
- 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’
- 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.
- 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 existing proofIt’s easy to create a new proof from an existing 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 (unarchive) 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.
- Setting a proof as high priorityA proof or brief can be set as high priority during its setup, or afterwards in the info pane. Here’s how.
- Bulk downloading of filesIf you need to download the original files from several proofs, you can do this quickly using the bulk download option on your dashboard. Here’s how.
- Digital signingDigital signing lets approvers apply a verified, tamper-proof digital signature when giving final approval.
- Adding an approver to multiple proofsAs a proof owner, if you need to add an approver/s to multiple proofs at once, you can. Here’s how to bulk add an approver.
- Manually approving multiple proofsLearn how to bulk approve multiple proofs directly from your PageProof dashboard, saving time when managing large volumes of work.
- Withdraw the approval on multiple proofs at onceAs the proof owner, you can bulk withdraw the approval on several proofs at once directly from your dashboard.
- Reopening (unarchiving) multiple proofsYou can bulk reopen several archived proofs at once on your dashboard. You must be the proof owner or team administrator.