Updates to Excel summary for combined files and electronic signatures; API update – hiding functions in the Proof Viewer

11 Oct, 2012 by Paul Fernandez

In our latest release, we have added some new features to Excel summaries to help you track activity on proofs.

Excel update for combined files

The Excel summary for a proof made with combined files has been updated to include source file names along with page numbers. When you click on the Export to Excel button, the spreadsheet will now contain a ‘Filename’ column displaying the source file names of the proof. There will also be a ‘Page’ column detailing the specific page of the proof in which a comment is made. This allows you to tie specific comments on pages to specific files.

How to export to Excel on combined files

1. On the Proof details page of a combined file, click on the ‘Export to Excel’ button at the top of the page.

2. Save and open the Excel spreadsheet.
3. On the ‘Comments’ tab in the spreadsheet there is now an additional column called ‘Filename.’ This column shows the filename that each comment applies to.
4. Additionally, on the ‘Comments’ tab is a ‘Page’ column that shows what page the comment has been added to on the proof.

This information is also in the Excel export from a Folder page. You can read more about Multi-page and merged proofs in the Help page.

Excel update for electronic signatures

The Excel summary for proofs now includes a column indicating if a proof has been electronically signed. When electronic signatures are enabled on the proof, an ‘Electronically Signed’ column will appear in the decisions tabs of the Excel summary.

If a proof has been electronically signed, you will see a ‘Yes’ for the corresponding proof. If it has not been electronically signed, it will say ‘No.’ If a decision is pending, the cell will remain empty.

Public API updates: options to hide functions in Proof Viewer

This update gives partners and integrators more control over whether or not certain functions are displayed in the Proof Viewer. These functions can be hidden or made visible depending on the role of the reviewer. The functions include: