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Self Start Guide - Training, User Adoption and Resources

Training

There are two groups you consider when you decide to train; your users, who will be uploading and managing proofs and your reviewers & approvers. Workfront/ProofHQ provide regularly scheduled training sessions that you and your team can attend. Please use the links below to register.

ProofHQ 101: Reviewer Training

ProofHQ 201: Proof Manager Training

If you prefer to do your own training, below you will find an outline and links to two guides to assist you. You can share the links, feel free to use the guides to create an outline for an in-person training.

 

TIPS & TRICKS
We recommend training your users first and performing a pilot program with some test proofs before going live with the whole internal team or your clients. Plan 60 minutes for the training. Reviewer and Approver training generally takes 30 minutes.

 

Your Training Checklists and Guidebooks:


Reviewer Training

Review & Approve a Proof

  • How to access a proof
  • How to navigate proof viewer
  • How to comment and make markups on proof
  • How to reply to comments
  • How to attach files to comments
  • How to make a decision

Compare Mode

  • How to compare versions in the Proof Viewer

Click here to download the How to Review Proofs with ProofHQ guide


Proof Manager Training

Dashboard

  • Login
  • Basic Navigation (Body of Dashboard, Left Sidebar)

Create a Proof

  • New Proof Button
  • Add file(s)
  • Share the proof
  • Apply Deadline
  • Apply folder & tags
  • Create

Proof Details Page

  • Workflow Section
  • Understanding Proof Progress and Status
  • Activity & Message History

Review & Approve a Proof

  • How to access a proof
  • How to navigate proof viewer
  • How to comment and make markups on proof
  • How to reply to comments
  • How to attach files to comments
  • How to make a decision

Create New Version

  • How to create a new version of a proof

Compare Mode

  • How to compare versions in the Proof Viewer

Manage Proofs

  • How to manage proofs using the Dashboard Views
  • How to manage proofs using Folders & Tags
  • How to manage proofs using Views

Click here to download the How to Manage Proofs with ProofHQ guide

 

Adoption

Change leadership is important to get the full value from your ProofHQ purchase. Guide your teams and clients on how to be flexible and adaptable in the way they work. Provide clear guidelines on what projects are to be routed through ProofHQ.

 

TIPS & TRICKS
We recommend developing an SOP (standard operating procedure) for proofing, including what to proof and who proofs go to for review.

 

TIPS & TRICKS
We recommend frequent (monthly/quarterly) reviews with the team(s) to discover and resolve any questions or issues that may arise.

 

Your Support Team

Along with the online resources you have 24/5 access to our support team via email. You can reach them at support@proofhq.com

 

Post Implementation

Congratulations! on the successful implementation of ProofHQ. Let’s test your new knowledge. 

Can you?

  • Create new Users and Guests
  • Upload a proof and share it
  • Create folders to store your proofs
  • Change the due date on an existing proof
  • Add or remove users on an existing proof
  • Create a version of an existing proof

 

Additional Resources

 

ProofHQ Help Center

 

Video Tutorials

 

ProofHQ Support Team

Blog

 

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