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How do I create a proof template?

Last Updated: Dec 30, 2014 01:37PM EST

Proof Templates are a way to automate the proof upload process. By creating a proof template, someone uploading a proof can choose that template and automatically apply pre-selected settings such as reviewers and review options.

To create a Proof Template, hover over the Account tab, and click Proof Template. You'll be taken to the Proof Template Builder/Editor.

Click the green "Create a New Template button. Next you will need to select your reviewers (contacts, review teams, or workflows).

Once you have selected who will be reviewing your proof, click Next. Then, you can select the review options you want for your proof.  Once you have selected your review options, click Continue.  The next step will require you to name your template and assign an owner for the template.

Review all aspects of your proof template, and click Save Template. You have now created a Proof Template! You can create as many proof templates as you need.

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