Managing proofs
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.
By Gemma and 1 other2 authors47 articles
- Add a workflow template to multiple proofsIf you have several proofs in your outbox saying ‘reviewers needed’, you can add a workflow template to these proofs in one bulk action.
- Generating an anonymous print sheet of commentsWhen generating a print sheet PDF you can choose to anonymize the PDF which will remove details of who made the comments.
- Proof approved confettiWhen 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.
- Out of office detectionPageProof will let you know if reviewers you have invited to a proof are detected to be out of the office and unavailable.
- AuditAudit is available for Team and Enterprise plans and lets proof owners deep-dive into events that occurred during the proof’s lifecycle.
- ReportingAs a team member, you can generate reports on how well your proofs are performing. Team reporting is available to team administrators.
- Automatic remindersAdd a reminder (or several reminders) to your proof so that a nudge is automatically sent out when the time is right.
- Unlocking a proofIf you are the owner, gatekeeper, or approver who has locked the proof, you can unlock it to give back the red pen to everyone involved.
- Generating a print sheet of commentsIf you would like to generate a PDF of a proof and its comments and decisions along the way, or an approval record, you can.
- Downloading a proofAs the proof owner, you can control whether the original file uploaded to PageProof, can be downloaded by proofers or not.
- Making your proof downloadableAs a proof owner, you can set whether the original file you uploaded as your proof is able to be downloaded or not.
- Nudge a reviewer to send a reminderTo 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.
Managing your proofs
How to manage your proof
- 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.
Proof info
Learn what information is available in the proof info pane, including due date, reminders, owners, workflow details and reviewers..
- Decision summary and workflow progressA 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.
- Default due date or deadline of a proofA 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.
- How to add or edit proof tagsTags are automatically created based on the proof’s name, however you can edit these tags after the proof has been sent out.
- Adding and removing a proof ownerAs 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.
- Request unlockIf the proof has been locked for review by a gatekeeper, approver, or owner, you can request that the proof is unlocked to use your red pen.
- Adding a reviewer to a proofDoes anyone else need to review the proof? If so, add their email address into the proof’s workflow to invite them.