Creating a Proofing Template

Proofing Templates allow Proof Owners the ability to create proofs with prefilled stages and guest users.

This is a great way to make team, department, or purpose driven Proofs when there are established proofing procedures for a team or purpose, such as Marketing, Quality Assurance, etc.

They provide the benefit of saving time creating proof stages and assigning roles, with the flexibility of being able to make adjustments to a proof even when it is created with the template.

To create a Proof Template, go to Tools> Digital Proofing, and select All Templates under the Proof Templates category of the vertical lefthand menu. Select New Template, in the top righthand corner of the Proof Templates table view.

You will immediately be directed to the Proof Template stage creation. From this point, you can name the Template, create additional stages, and assign stage members as you would in a typical proof.

Select the Create Proof Template button to finalize your Proof Template.

Now Proof Users have the option to select the Proof Template from the list of options when making a new proof, under Optional Proof Template:

Further Reading:

Editing a Proof Template

Deleting a Proof Template