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Getting Started
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Job Launch
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Administration
Reporting
Troubleshooting
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Table of Contents
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Getting Started
Video Tutorials
FAQs
Best Practices
Job Launch
Project Management
Proof Management
Review + Approval
Administration
Reporting
Troubleshooting
Mobile App
Home
Glossary
Getting Started
An Introduction to User Management
An Introduction to Contact Management
Setting your Default Workspace
Customizing the Workspace
Password Management
Persistent Search
Video Tutorials
Video: Initiating Job Requests and Reviewing Proofs (7 min)
Video: Self-Registration (2 min)
Video: Submitting a New Request (3 min)
Video: Uploading Content for Review (4 min)
Video: Creating Contacts and Review Teams (2 min)
Video: Reviewing a Proof (5 min)
Video: Viewing a Returned Proof (2 min)
Video: Posting a New Version of a Proof (2 min)
Video: Email Review (5 min)
Video: Resource Allocation
Video: Creating Workflows (3 min)
FAQs
General FAQ
Proof Management
Review + Approval
Best Practices
Recommended Articles
Auto-Archive Projects
Project Filter Groups
eBooks
eBook: Perfecting the Perfect Project Launch
Training Videos
Video: Training your Requesters
Agile Marketing
Working Remotely
Job Launch
eBook: Perfecting the Perfect Project Launch
Sample Creative Brief
Dynamic Job Launch Forms
Submitting a New Request
Assigning Job Launch Managers
Assigning Submitters to Job Launch Forms
Attaching Files to a Job Launch Request
Enabling Edits for Job Launch Requests
Editing My Job Launch Requests
Duplicating Job Launch Requests
Unable to Start a New Job Request
Approving Job Launch Requests
Requester Insights
Instantly Create Projects from Requests
Enabling Self Registration for Job Launch Submitters
Job Launch Scoring
Job Launch Status Glossary
Project Management
Creating A New Project
Setting Project Status and Priority
Uploading Project Files
Adding Tasks and Milestones
Bulk Shift Task Dates
Assigning Resources
Time Tracking
Available Project Notifications
Notifying Team Members of a Project
Emailing Project Comments
Project Filter Groups
Project Sequence ID
An Introduction to Project Templates
Calculating Task Deadlines with Project Templates
Editing Project Templates
Assigning Project Templates to Existing Projects
Bulk Updating Projects
Archiving and Deleting Projects
Auto-Archive Projects
Project Auto-naming
Project Schedule Manager
Proof Management
File Preparation Guidelines
Posting a New Proof
Posting a +Version of a Proof
Viewing a Returned Proof
Recalling a Proof
Uploading a Web Capture for Review
Uploading an Email for Review
Proof Deadlines
Proof Subscriber List
Reviewer Notifications
Bulk Notify Reviewers
Reviewer Forwarding
Reassigning Proofs to Another Project
Proof Templates
Using Review Teams
Using Workflows
Using Time Constraints in Workflow Rules
Using Workflows with Contact Placeholders
Proof Status Glossary
Placing Proofs on Hold
Routing Managers
Secure Review Access
Secure Review Submission (FDA Compliant Reviews)
Utilizing Vendors to Upload Content for Review
Review + Approval
An Introduction to Review + Approval
Quick Start Guide: Submitting a Review
Video: Reviewing a Proof
Reviewing a Media Asset
Reviewing a Web Capture
Email Review
Video: Email Review
Collaborating During a Review
Making Feedback Actionable
Read-Only Access to Reviews
Proof Versioning
Optimizing Proof Version Comparison with Separate Windows
Approval Statuses Glossary
Proof Printing
Proof Downloading
Administration
An Introduction to User Management
Understanding User Roles and Contacts
Adding a User as a Contact
Setting Up User Tags
Sending Login Credentials to Users
Managing Proof Access with User Groups
An Introduction to Contact Management
Adding a Contact as a User
Using Contact Groups
Sending Login Credentials to Contacts
Resetting User and Contact Passwords
Using SSO (Single Sign-On)
Digital Asset Management (DAM) Integrations
DAM Integration - Adobe Experience Manager (AEM)
DAM Integration - Box
DAM Integration - Brandfolder
DAM Integration - Canto Cumulus
DAM Integration - Dropbox
DAM Integration - Egnyte
DAM Integration - Google Drive
DAM Integration - Sharefile
DAM Integration - Webdam
Customizing Job Launch Language
Enabling Self Registration for Job Launch Submitters
Duplicating Job Launch Forms
Customizing Project Status and Priority
Using Custom Fields
Customizing Proof Approval Statuses
Customizing Your Proof Upload Preferences
Replacing an Existing User
Job Launch Custom Field Mapping
DAM Integration - Widen
Reporting
Introduction to Reporting
Exporting the Workspace
Troubleshooting
Software Requirements
How to Embed Fonts in Microsoft PowerPoint
Uploading Excel Files for Review
Undeliverable Emails
Whitelisting inMotion
Why aren't some letters showing in the review environment?
Receiving an I/O Error When Uploading a Proof
Unable to Start a New Job Request
Troubleshooting in an Incognito Window
Why do I see duplicated fields on a job launch request?
Excel Error When Opening an Exported Report or Workspace
Mobile App
Reviewing a Proof with the Mobile App
Home
Best Practices
Recommended Articles
Articles
Auto-Archive Projects
Learn how to automatically archive projects that are saved with a 'Closed' project status.
Project Filter Groups
Learn how utilizing Project Filter Groups will allow users to filter projects based on assigned categories.