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ProofHq Dashboard

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Level 2

How external users can see all their proofs and the deadline in proofhq dashboard

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Correct answer by
Level 4

This can be achieved natively by using a Proofing Report. Your filters will want to be something like the following:

Proof Approval> Awaiting Decision = True

Approver>Name = $$USER.ID

 

Columns can be adjusted to include a link to the document and deadline date. 

 

Add it to a dashboard and pin to the Dasboards view of your external user's layout template.

 

Hope that helps!

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Level 2

Allow sharing proof via public URL or embed code

How to add this filter in Proof Approval report?

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Level 2

Hey,

 

I need one more help ,

i want to to filter out proofs based on completed projects

This filter i want to add in document type report, can you help me which filter should i choose?