E-mail
- Open the New Proof page (Proofs tab-> New Proof).
- Fill in the proof details in the top half of the page.
- Required fields are indicated by yellow highlighting.
- By default you are added as a manager to the new proof. You may add additional managers, or if you have sufficient privileges, you may even create new Collaborative Users and add them as managers See [Creating and Adding New Users].
- Define the workflow in the Workflow Information section of the page.
- If you want to use a previously saved workflow or a workflow template, click Open and select a workflow.
- Required fields for stages are indicated by yellow highlighting.
- You can add and remove stages at will, providing that each workflow starts with a Production stage and contains at least one Approval stage (regardless of what you name them).
- You can specify auto-routing behavior for each stage. See [Proof Auto Routing] for more information.
- You can specify public or private review types for each stage See Private Comments and Review Discussions for more information.
- You must add at least one user to each stage. Users added to the production stage will be responsible for uploading files to the workflow. Users added to approval stages will be responsible for reviewing files.
- If you have sufficient privileges, you may create and add new Collaborative Users as Producers or Reviewers to stages. See [Creating and Adding New Users] for more information.
- Click Add. The Approval Process will be added to the database and the Upload Files page will appear. If you are ready to upload files, you can do so now by following the instructions described in [Uploading Files to a New Approval Process]. Otherwise, you can click Cancel in the Upload Files page and add files at a later time or leave this task to an assigned Producer. If you have assigned a Producer to upload files, the Approval Process will appear in his/her Production Worklist.