Archive for June, 2010

Upgrades to the proof page

We have just released some important upgrades to the proof page in ProofHQ.These make a significant difference to the usability of the proof page.
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Workflow example - designers working with a project manager

A client just asked for some advice about creating a workflow between designers and a project manager.  I thought that it would be useful to share this as an example of best practice.The question was:..

“I want to give the designers access to upload files so that I can create a proof and manage the workflow. The client will access the proof I create and comment/approve.  I do not want the designers to have the option of posting a “proof”, only a “file share” so that I can create the proof.  What is the best workflow situation for me?”

Here is our recommended workflow:

If you set your designers up with a profile of “Observer” they will only be able to use the Share File function – the New Proof function will be disabled.  If they share the file with you, you will see the file and be able to convert it to a proof.  Here are the steps:

  1. Designer logs in and uses the New > File Share function.  Makes you the Owner.  Does not need to share the file with you as you are the owner.
  2. You receive an email saying “File uploaded” for you.
  3. You log in and find the file on the Dashboard or in the Shared Files list in All Items.
  4. You click on the actions menu in the Shared Files list and select “Convert to proof”.  You can then set the proof settings as normal and add your client.

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Your client does not need to have a login as they receive proof links by email.

If you have any workflow question, please feel free to email us.