This checklist is for Enterprise and the WebProof part of Platinum.
THE PROOFER (CLIENT)
Quick guide: This guide, which includes a short video, should be enough to get end-users started.
Other relevant links:
- How to Login.
- Changing Language and Personal Data: It is important that users secure themselves with a personal password.
- Project Group Overview: Status overview of many projects.
- Preview in Spreads and Multipage Commenting: This is a fast way to check many pages at once, and you can compare pages across different orders and history.
- Overview of Read/Unread Pages and Attachments: The red/gray “Pin” on the thumbnail shows which pages have been checked.
- Change Status of One or More Pages.
- Share Pages & Projects with an External User (Express User): You can select specific pages with, e.g., a supplier as a temporary user for a limited time.
- 3D Book View: Get a “realistic” page-flip of a multipage publication.
THE ORGANIZER (PROJECT MANAGER)
- Create Project Folders and Projects.
- Manage Users: Create new users, organize them and give them permissions to specific folders.
- Manage Express Users: Share selected pages with a temporary external user. This helps you to keep comments inside your workflow in WebProof and to avoid using emails.
- Manage Notifications: Set up new notifications and decide which statuscodes should trigger the notification to selected users on selected projects.
- Project Group Overview: Status overview of many projects.
- Preview in Spreads and Multipage Commenting/Review: This is a fast way to check many pages at once, and you can compare pages across different orders and history.
- Pointers Overview: If there are many comments on the page, this checklist will help to provide an overview.
- Overview of Read/Unread pages and attachments: The red/gray “Pin” on the thumbnail shows which pages have been checked.
- Change Status of One or More Pages.
- 3D Book View: Get a “realistic” page-flip of a multipage publication.
- Printing Overview with Comments: Download a PDF or print pages with comments.
- Summary Log: Get a full overview of project history.
- Page-flip Statistics: Get full reports of user behavior from your published page-flips.
THE PUBLISHER
(DESIGNER WHO UPLOADS OR PUBLISHES PAGE-FLIP)
- Upload a PDF:
- Project Group Overview: Status overview of many projects.
- Preview in Spreads and Multipage Commenting/Review: This is a fast way to check many pages at once, and you can compare pages across different orders and history.
- Pointers Overview: If there are many comments on the page, this checklist will help to provide an overview.
- Mark Sticky Notes with Color: You can change the Sticky Notes color to mark which ones you have checked. This can also be shared between other Designers/Users.
- Overview of Read/Unread pages and attachments: The red/gray “Pin” on the thumbnail shows which pages have been checked.
- Change Status of One or More Pages.
- Inserting and Moving Pages in a Project.
- Deleting Version or Entire Pages in a Project.
- Publish to Page-flip: Publish the project in seconds. From the 3D Admin module, you can skin the publication and insert a logo, links, videos, etc., and you can also get useful statistics.
THE ADMINISTRATOR
It is required that an internal administrator be assigned responsibility for the day-to-day WebProof administration, support for internal users, and as a point of contact with WebProof.
WebProof can always assist the administrator with a new setup and can be reached at support@webproof.com for any questions and further support.
NORMAL LEVEL
Most companies want to have a setup that doesn’t require many resources or changes over time. Therefore, it is common practice to have the administrator manage the relevant daily routines, receiving assistance from WebProof when a new setup is required.
System settings:
Follow this guide to:
- Upload your company logo.
- Manage disk space, users, and Express users in use.
- Get a list of sent notifications (including from Express users).
- Change system date/time and timezone.
- Change to company notification sender email address.
- Adjust Express user statuscodes and Navigator Project statuscode order.
HIGH LEVEL
Some companies require many different flows and often make new setups or changes. Therefore, it can be an advantage to manage all aspects of administration internally, including statuscodes, statusflow and custom view.
Refer to the full administrator guides here, in order to learn more about:
- Creating new statuscodes.
- Creating new roles.
- Creating new custom view for thumbnails.
- Creating new statusflow.
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