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.

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38 articles in this collection
Written by Gemma, Anna Blackwell, Larissa Devereaux and 1 other

Add a workflow template to multiple proofs

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

Written by Gemma
Updated over a week ago

Generating an anonymous print sheet of comments

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

Written by Gemma
Updated over a week ago

Proof approved confetti

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.

Written by Shana
Updated over a week ago

Out of office detection

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

Written by Gemma
Updated over a week ago

Audit

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

Written by Gemma
Updated over a week ago

Reporting

As a team member, you are able to generate reports on how well your proofs are performing

Written by Gemma
Updated over a week ago

Automatic reminders

Add a reminder to your proof so that a nudge is automatically sent out when the time is right.

Written by Gemma
Updated over a week ago

Unlocking a proof

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.

Written by Anna Blackwell
Updated over a week ago

Generating a print sheet of comments

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

Written by Anna Blackwell
Updated over a week ago

Downloading a proof

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

Written by Anna Blackwell
Updated over a week ago

Making your proof downloadable

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

Written by Anna Blackwell
Updated over a week ago

Nudge a reviewer to send a reminder

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.

Written by Larissa Devereaux
Updated over a week ago

Managing your proofs

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’

Written by Gemma
Updated over a week ago

Due dates and time zones

What time zone is my proof using? How does my reviewer see it if they are in a different time zone?

Written by Shana
Updated over a week ago

Nudge reviewers on multiple proofs

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

Written by Gemma
Updated over a week ago

Change the due date and time for multiple proofs

You can change the due date and time for several proofs at once on your dashboard.

Written by Gemma
Updated over a week ago

Start a new proof from an approved proof

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

Written by Gemma
Updated over a week ago

Due dates

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

Written by Gemma
Updated over a week ago

Delete multiple proofs

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

Written by Gemma
Updated over a week ago

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.

Written by Gemma
Updated over a week ago

Replacing a proof file

If you need to replace the file uploaded for a proof, you can.

Written by Gemma
Updated over a week ago

Add a reviewer to multiple proofs

You can add a reviewer to multiple proofs that you own on your dashboard.

Written by Gemma
Updated over a week ago

Add an owner to multiple proofs

You can add an owner to multiple proofs that you own on your dashboard.

Written by Gemma
Updated over a week ago

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

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.

Written by Shana
Updated over a week ago

Add an editor to multiple proofs

Using a bulk action on the dashboard, you can add an editor to several proofs at once. Here’s how.

Written by Gemma
Updated over a week ago

Archive multiple proofs

You can bulk archive several proofs at once on your dashboard.

Written by Gemma
Updated over a week ago

Archiving a proof

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

Written by Anna Blackwell
Updated over a week ago

Managing proofs on your dashboard

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

Written by Gemma
Updated over a week ago

Deleting a proof

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

Written by Gemma
Updated over a week ago

Reopen a proof

As a proof owner if you need to reopen a manually archived proof where it was last at, you can.

Written by Anna Blackwell
Updated over a week ago

Replacing the approver on multiple proofs

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

Written by Gemma
Updated over a week ago

Reopening an archived proof

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

Written by Larissa Devereaux
Updated over a week ago

Proof info

Decision summary and workflow progress

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.

Written by Gemma
Updated over a week ago

Default due date or deadline of a proof

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.

Written by Larissa Devereaux
Updated over a week ago

How to add or edit proof tags

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

Written by Larissa Devereaux
Updated over a week ago

Adding and removing a proof owner

As an owner on the proof, you can add or remove another proof owner.

Written by Larissa Devereaux
Updated over a week ago

Request unlock

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.

Written by Anna Blackwell
Updated over a week ago

Adding a reviewer to a proof

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

Written by Larissa Devereaux
Updated over a week ago