Editing a Proof Template

As organizational needs and proofing processes change over time, Proofing Templates can be updated in the Template Settings.

Additionally, a Template assigned to a proof can also be adjusted for that proof only.

Editing a Proof Template

Please note that editing a Proof Template will impact all new proofs that use the template to create their stages, but will not retroactively change current proofs in progress with the Template.

Select your template from the list of available Proof Templates, and click the Edit button. You can edit a proof template as you would a proof without a template, including adding or removing stages or stage members.

Editing Existing Details in a Proof that was Assigned a Template

When you need to make changes to a proof that has prefilled information from a template, simply edit the proof as one would for a regular proof by selecting the Edit button and saving the necessary changes. The changes made will only impact that proof, not any other proof using that particular template.

Further Reading:

Creating a Proof Template

Deleting a Proof Template

Proof Viewer Settings