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Creating a Proof

Contents

  1. 1 Video tutorial
  2. 2 How to create a proof

Video tutorial


Extended video tutorial

How to create a proof

To create a new proof:
  • Click the green New Proof button (top left of ProofHQ)
  • The New proof page will appear

New proof page

The New proof page has the following sections:

  1. Upload files
  2. Share
  3. Message
  4. Workflow
  5. Tags and Settings
Throughout the New proof page there are information icons which you can click to get further information.

NB: Remember to click Save at the bottom of the New proof page!

Upload files

In this section you can:
  • Upload one or more files or capture a web page *
  • Delete items you no longer wish to upload
Click Use the desktop uploader for more information on our Desktop Uploader.

* Once one file has been uploaded, the Add files button will change to say Add another file.

NB: If multiple files are uploaded at the same time, a separate proof will be created for each file. Reviewers will receive a single email containing their  personal URL to each proofs. (The proof creator will receive individual emails for each proof created.)

Share

In this section you can share the proof with people. The functions available are:

  • Add the proof to Basecamp
  • Add the proof to a folder *
  • Create a new folder
  • Add people to the proof
  • Choose reviewer role
  • Delete people - delete individually or Delete All *
* If the new proof is being added to a folder that has been shared with people:
  • These people will appear automatically in the Share section of the New Version Page
  • These people will NOT be able to be deleted (even using Delete All) as these people will have Read Only rights to all items, including new items, in the folder (See Sharing folders)
  • You will be able to amend the roles of these people

Message

In this section you can add a Subject and Message which will appear in the notification email received by everyone added to the proof.

You can save a template Subject and Message within Proofing defaults in your Personal Settings. If you have saved a template, it will appear automatically in the New proof page.


Workflow

In this section you can set a deadline for the proof.



Tags and Settings

This section lets you:
  • Select the proof owner (default owner will be the proof creator)
  • Apply one or more tags to the proof
  • Select the email notification setting for reviewers
  • Select your preferred Proof Settings:
    • Lock the proof when all decisions are made
    • Only one decision required
    • Primary decision maker
    • Login required
    • Subscription enabled
    • Block download of original file
The selections made in this section will be shown in the Proof Details page (where some fields can be edited).

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