PageProof

If you have several proofs in your outbox saying ‘reviewers needed’, you can add a workflow template to these proofs in one bulk action.

Add a workflow template to multiple proofs

When generating a print sheet PDF you can choose to anonymize the PDF which will remove details of who made the comments.

Generating an anonymous print sheet of comments

When a proof is approved you’ll see a burst of confetti, but if you’d like to disable this pop of joy on screen, you can.

Proof approved confetti

PageProof will let you know if reviewers you have invited to a proof are detected to be out of the office and unavailable.

Out of office detection

Audit is available for Team and Enterprise plans and lets proof owners deep-dive into events that occurred during the proof’s lifecycle.

Audit

As a team member, you can generate reports on how well your proofs are performing. Team reporting is available to team administrators.

Reporting

Add a reminder (or several reminders) to your proof so that a nudge is automatically sent out when the time is right.

Automatic reminders

If you are the owner, or the gatekeeper/approver who has locked the proof, you can unlock it to give back the red pen to everyone involved.

Unlocking a proof

If you would like to generate a PDF of a proof and its comments and decisions along the way, or an approval record, you can.

Generating a print sheet of comments

As the proof owner, you can control whether the original file uploaded to PageProof, can be downloaded by proofers or not.

Downloading a proof

As a proof owner, you can set whether the original file you uploaded as your proof is able to be downloaded or not.

Making your proof downloadable

To keep your proof moving along, you can send a friendly nudge email to a reviewer if they haven’t looked, or finished reviewing your proof.

Nudge a reviewer to send a reminder

Gemma

Shana

Anna Blackwell

Change the proof’s download setting, checklist settings, quickly upload a new version, unlock, archive and reopen. Also access the audit from the manage pane.

Managing proofs

Ready to upload new versions to multiple proofs at once? Use a bulk action on the dashboard to set the status ‘new version required’

Set multiple proofs to the status ‘new version required’

What 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.

Due dates and time zones

You can bulk nudge reviewers who are not yet finished proofing on several proofs at once on your dashboard.

Nudge reviewers on multiple proofs

You can change the due date and time for several proofs at once on your dashboard. You must be the proof owner or team administrator.

Change the due date and time for multiple proofs

It’s easy to create a new proof from an approved proof if you’d like to use the same original proof file.

Start a new proof from an approved proof

A proof can have an overall due date, and also due dates for one or more of the workflow steps if you like.

Due dates

As an owner, you can bulk delete several proofs at once if you like through the manage proofs feature on your dashboard.

Delete multiple proofs

Each proof has a unique url. If a proof has ‘share link’ turned on, it can easily be shared to others.

What is a proof share link?

If you need to replace the file uploaded for a proof, you can. Doing so will not affect the version number of the proof.

Replacing a proof file

Using 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 a reviewer to multiple proofs

Using 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.

Add an owner to multiple proofs

If 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.

Adding an owner to a proof 
when you’re not the owner

Using 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.

Add an editor to multiple proofs

You can bulk archive several proofs at once on your dashboard. You must be the proof owner or team administrator.

Archive multiple proofs

As a proof owner or team administrator, if you need to manually archive the proof during its progress, you can.

Archiving a proof

For proofs that you own, you can perform bulk actions on them under the manage icon on your dashboard.

Managing proofs on your dashboard

Proof owners can delete a proof, or version of a proof, if they want all trace of it removed. Deleting a proof is permanent.

Deleting a proof

As 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.

Reopen a proof

You can replace the approver on multiple proofs that are ‘in proofing’ that you own on your dashboard.

Replacing the approver on multiple proofs

If a proof has manually been closed and archived, you can reopen the proof to where it was last left off.

Reopening an archived proof

Managing your proofs

A summary of decisions and workflow progress can be seen at the top of the proofing screen, in the info pane, and on the proof tile.

Decision summary and workflow progress

A proof’s default due date is in 3 days time, but if you want to change the default due date (and more) you can under your profile settings.

Default due date or deadline of a proof

Tags are automatically created based on the proof’s name, however you can edit these tags after the proof has been sent out.

How to add or edit proof tags

As an owner on the proof, you can add or remove another proof owner. Proof owners can manage all aspects of the proof during its lifecycle.

Adding and removing a proof owner

If the proof has been locked for review by a gatekeeper or approver, you can request that the proof is unlocked to use your red pen.

Request unlock

Does anyone else need to review the proof? If so, add their email address into the proof’s workflow to invite them.