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To follow up on this thread: how to do prevent the need to go back to the beginning if someone in a later stage has edits? Say there are six stages. If stage 4 has edits, and stages 1-3 don't need to see, how does Proof allow you to do that?
Hi Ryan - you can unlock stages so that people can go back and comment/reply. In the Proof Details (in Classic) and in Proofing Workflow (in NWE), you can just click the lock icon to unlock it.
You can also just leave the stage unlocked even after a decision is made in the stage settings. We do this with our Account stage because the account people always need to go in an reply and/or add new comments. Hope that helps 🙂
Unlocking I get, but how to do add a new proof without going all the way to the back?
Right now, we have a simple two step approval: Peer Review and Marketing Manager. Peer Review doesn't need to see Marketing Manager comments, but every time i upload a new proof, it sends me back to the Peer Reviewer.
Every time you upload a new version, you have the option to change the approval process. So your two options are to make all the Peer Reviewer people just Reviewers so that no approval is needed (but they can still see the new version and comment if they'd like), or you can just delete the Peer Reviewer stage all together (although note, they will not be able to see the new version).
Roger that. I can see how to enable "Delete Stage" in the ProofHQ settings. I'll share the results with the business.
I don't know why I could have SWORN automated workflows could see which stage already approved it, but I guess that was a quarantine fever dream.
Hi All -- Hope this isn't inappropriate, but I'm an Admin with 4 years of WF experience (set up our instance) who is new to Proof because of WFH and (happily!) was somehow copied on this thread. I am trying to get multiple disparate teams each with their own requirements set up in the tool, all at once because of WFH and have my own questions about proof and have a multi-step automated workflow I've been asked to set up which I am struggling with. What is the best way to get a new thread started (sorry, I know that's a really basic question) that reaches out to the wisdom/experience of this group? Any help appreciated. JP