I am trying to pull a project report on all projects that had activity in 2020 (Planned Hours, Actual Hours, Actual Revenue, Remaining Revenue, Planned Revenue, Planned Cost, Actual Cost). These projects could have been started prior to 2020, but should not include 2021. I had originally thought I ...

Dustin- Thank you for extending the time before a document is archived. This will definitely help. Thanks, Chris Levitsky Guidemark

Hello- I know that proofs are automatically archived after 60 days. However, when we do need to access the proof, and click the message to unarchive, it doesn't happen right away, and sometimes can take several hours (Support told me to allow up to 24 hours!). In a perfect world, we would have plent...

I was actually able to locate the setting. In ProofHQ go to your Account settings > Settings > Sharing. You will then see this option that you can enable and disable: Thanks, Chris Levitsky Guidemark

Thanks Richard- I followed the same steps that you did, and the test recipient (using an e-mail address that was not been used previously) was able to see all 3 versions This leads me to believe that it is as simple as changing a setting somewhere. Perhaps I'll reach out to Support. Thanks, Chris Le...

Hi Richard- I tried testing this over the weekend by using a personal e-mail address of myself and another family member, by sending them a proof review request on a proof that I know has multiple proof versions. Perhaps my setup is incorrect, because we were able to see every proof version, even th...

Hi Heather- Thanks for your explanation of how you are currently handling this. It seems to make sense, and we will definitely start testing it to ensure it works for us, before including clients. Thanks, Chris Chris Levitsky Guidemark

Hi Katherine - Thanks for sharing...I appreciate it. Chris Chris Levitsky Guidemark

Thanks for sharing Richard. Chris Chris Levitsky Guidemark

Hi Katherine - This definitely increased our cost as well. I just find it strange that they are pushing everyone towards this model, yet don't have a way to turn on and off a user's ability to generate proofs, which was possible under our own plan. Thanks, Chris Chris Levitsky Guidemark