Enable Online Proofing
Important: Before starting to configure Online Proofing, ensure that at least one file field has been configured within the associated module.
To enable Online Proofing, follow these steps:
Navigate to Site Configuration → {Module} → Proofing and Comments.
Click Edit Settings.
Complete the relevant settings (see below table for more details)
Click Save to apply the changes.
Section | Options | Default Value | Description |
|---|---|---|---|
General Settings | Enable Proofing | Disabled | When enabled, this option will allow the configuration of online proofing |
Enable Item Comments | Disabled | When enabled, this option will add the comments panel within the form More details can be found within the article Item Info - Comments | |
Replies To Comments | Enabled | When enabled, this option allows users to reply to comments. When disabled, replies will no longer be possible. The setting is respected for both Proofing and Item Comments. | |
Edit Another User’s Comment | Disabled | When enabled, this option will allow a user to edit another user’s comment. The setting is respected for both Proofing and Item Comments. | |
Enable Attachments | Disabled | When enabled, this will allow users to add an attachment to a comment so that you can better facilitate the conversation by providing additional comment context. The setting is respected for both Proofing and Item Comments. More details can be found within the article Comments panel | |
Attachments Module | Empty | ||
Limit access to Comments and Page Statuses by | Access Right | This option defines how you want to control access to comments and page status. There are two options: access rights or user groups. The setting is respected for both Proofing and Item Comments. | |
Comment Colour - Access Right | Empty | Depending on the option selected within ‘Limit access to Comments and Page Statuses by’, you can control which access rights or user groups have restricted access to specific comment colours. We support 10 comment colours (yellow, green, blue, red, purple, orange, cyan, silver and lavender) with lavender reserved for guest users. A custom label can be specified against each colour to match your business use-case. The setting is respected for both Proofing and Item Comments. | |
Mark Comment as Resolved | Mark Comment as Resolved for Proofing | Disabled | When enabled, this option will allow users to mark a comment as done allowing them to effectively manage and track the resolution status of comments. More details can be found within the article Comments panel |
Mark Comment as Resolved for Item Comments | Disabled | ||
Proofing | Generate Previews on Upload | Disabled | When enabled, this option will ensure the process of generating previews for proofing implicitly is started directly after uploading a file. When disabled, the preview generation will be initiated when proofing of that specific file is opened for the first time |
Default View Mode | Compare | This has two options: compare and single. The selected option will define the default behaviour when opening online proofing. | |
Enable Page Status | Disabled | When enabled, this option will allow a status to be assigned to individual pages within online proofing. Depending on the option selected within ‘Limit access to Comments and Page Statuses by’, you can control which access rights or users groups have access to specific status colours. We support three states: no status, green status and red status. A custom label can be specified against each colour to match your business use-case. More details can be found within the article View and apply a page status | |
Page Status Colour - Access Rights | Empty | ||
Media Holder | Disabled | This section allows to enable proofing for the specific media holder. Once defined you can specify a custom label for proofing button, whether comments can be exported from proofing and whether you want to allow for generating live proof from specified url. | |
Enable Multi-file Proofing | Disabled | When enabled, this option will allow users to be able to review files from multiple child items simultaneously streamlining the review and approval of large volumes of content. More details can be found within the article Configuring Multiple File Proofing | |
Enable Lock by Status | Disabled | When enabled, this option will allow you to lock the proofing for a certain status(es) preventing further comments or annotations. More details can be found within the article Lock proofing based on item status | |
Lock Status Field | Empty | ||
Enable Proofing Metadata | Disabled | When enabled, this option allows for item metadata to be displayed directly within the proof viewer to provide additional context. More details can be found within the article View Item Metadata in Proof Viewer | |
Metadata Field | Empty | ||
Enable Review | Empty | This section allows for the introduction of a reviewer module to control specific approval decisions. More details can be found within the article Review | |
Review Module | Empty | ||
Review Status Field | Empty | ||
Review User Field | Empty | ||
Review Link Field | Empty | ||
Review Version Field | Empty | ||
Proofing Next/Previous Navigation Criteria | Empty | Specify a query to define the navigation behaviour when clicking next or previous within the proof viewer. More details can be found within Next/Previous Navigation |