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How do I post a proof for review?

Last Updated: Sep 28, 2016 11:12PM EDT

To post a proof for review, navigate to your Proofs Workspace. Click the Post Content for Review button and select the file you want to upload.



Select your file using one of the selections in Step 1 and you will see your file uploading on the right.  Next, you should name your proof. Once everything is uploaded, you need to decide who is going to review them.  You can either choose Contacts, Routing Manager, or Workflow.

Once you've chosen your reviewers either via Contacts or Workflow, or by putting the proof On Hold if necessary, click Continue which takes you to the Release Options page.  At the top left, you can choose which type of review this will be - either for approval or opinion.  You can also allow reviews to forward this proof to someone else, or download/print the proof.  You can also set a deadline for this proof and type a description with instructions on how to complete the review. On the right column, you'll see the email that will be sent to reviewers of this proof.

 

When you're finished setting the options, click Continue and you'll be taken to the Release Summary.  You will see an overview of the content you uploaded, the reviewers you selected, and the release options that you set.  If you need to go back and change anything, click the Edit button the section you want to change and click Save. When you're finished with your settings, click Finalize.



You will now see your proof with the status "Out for Review" in your Proofs Workspace!

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