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Deadlines

When adding a new proof, you can set a deadline within the workflow section of the New proof page.

To set a deadline click on the Set a deadline link (1). There are two deadline settings available:
  • Select date - Choose the day by which people need to review the proof. To choose a day click on the field under the Set a deadline text (2) to expand the date picker.
  • Select time - Choose the time during the day by which people need to review the proof. To choose the time expand the dropdown menu (3) and pick the appropriate time (the dropdown menu is showing times with 30 minutes increments)
To save the deadline click outside the deadline field.





You can add a deadline for an existing stage on the proof via the Proof details page.

To add a deadline to an existing stage:
  • Go to the Proof details page
  • Click on the No deadline field for the stage (1)
  • Edit the date using the date picker and/or the time using the drop down list of times
  • To save your change, click outside the deadline field when you have finished
  • A popup notification box will appear asking you if you wish to notify reviewers of the change. Select Yes to send an email alert to reviewers. Click Cancel if you want to revert the changes.

You can edit a deadline for a particular stage on the proof via the Proof details page.

To edit a deadline on a stage:
  • Go to the Proof details page
  • Click on the deadline field for the stage (1)
  • Edit the date using the date picker and/or the time using the drop down list of times
  • To save your change, click outside the deadline field when you have finished
  • A popup notification box will appear asking you if you wish to notify reviewers of the change. Select Yes to send an email alert to reviewers. Click Cancel if you want to revert the changes.

You can delete a deadline for a particular stage on the proof via the Proof details page.

To delete an existing deadline on a stage:
  • Go to the Proof details page
  • Click on the deadline field for the stage (1)
  • Click on the Clear button on the date picker (2)
  • To save your change, click outside the deadline field when you have finished
  • A popup notification box will appear asking you if you wish to notify reviewers of the change. Select Yes to send an email alert to reviewers. Click Cancel if you want to revert the changes.

You can set different deadlines for different reviewers on the proof. In order to do this, they must be in a separate stage to other people on the proof.

This is done by sharing the proof with them after the proof has been created and selecting a different deadline for them by following these steps:
  • On the Proof details page, click Share this version (1)
  • In the popup window, add a contact, group or partner. Select their role(s) and email preferences.
  • Click Set a deadline (2) and use the date picker and time drop down list to set the deadline. Choose a deadline different to any existing deadlines on the proof to give this user/group their own deadline.
  • Choose whether you would like to notify people by email (3) and if so, also choose if you would like to add a custom message and subject (4).
  • Click Save (5)
The people you shared the proof with will now be listed in their own stage.




You can remove a deadline for a particular reviewer(s) on the proof via the Proof details page.

  To remove an existing deadline for a particular reviewer(s):
  • Go to the Proof details page
  • Click on the deadline field for the reviewers
  • Click on the Clear button on the date picker (1)
  • To save your change, click outside the deadline field when you have finished
  • A popup notification box will appear asking you if you wish to notify reviewers of the change. Select Yes to send an email alert to reviewers. Click Cancel if you want to revert the changes.



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