To begin utilizing FP's Proofing tool, you will need to be set up with the proper permissions.
If you do not have access to edit your permissions, contact your internal FP Administrator to configure these settings for you.
If the Proofs tab on a Task's sub-navigation is greyed out - this is an indication that you do not have the proper permissions.
Navigate to Permission Settings
Hover over Admin on the top module bar, then hover Rate and Staff Management and select Staff, Staff Rates and Permission to change an individuals permissions.
Note: If you would like to make this change to a group of people assigned to a Permission Set, select Permission Sets instead.
To edit the permission of an individual, select Staff, Staff Rates and Permissions and find them on the Admin Staff List. Select the Permissions button to the far right of their name.
Once you have selected the individual or permission set you wish to edit, scroll the list of permissions to find Proofs. Check off the box next to this section heading to enable all proofing capabilities, or expand the section to make a custom selection.
Click Save when you are finished with your selection.
Once you have clicked Save, this user or set of users will now have permission to utilize Proofs.
Note: As our Proofing tool is housed within a Task, it is also important users have Task permissions enabled.
For more information on Permissions, check out this article: Manage Permissions and Permission Sets
Enabling Proofing Alerts
If a user if included as a reviewer on a proof, the will automatically be subscribed to email alerts letting them know they have work to review. However, there are in system alerts which can be customized.
Navigating to Alerts Settings for Individual Users
To customize these alerts for an individual user hover over Admin on the top module, then hover Rate and Staff Management and select Staff, Staff Rates and Permission.
From the Staff Admin page find the user you want to configure alert setting for and select the Staff Details button on their row.
From the Staff Details Page, select Subscriptions along the sub-navigation.
Configuring Proofs Alerts
From the list of Alerts navigate to the section titled "Proof" and expand to see more options.
Email alerts are required, however you can enable in system alerts for when a Proof is Created, Completed, and Awaiting Review based on your connection to the Task itself.
For example: If you check "If Task Assigned to Me" and the in system alert column for "Proof Completed" you will get an in system alert notifying you that when all approvers have submitted a decision on a proof which is assigned to you.
For more information on Alert settings check out this article: System Alerts
We hope this article was helpful! For more step-by-step articles, videos, and webinars, check out the rest of our Help Centre. You can also contact us at firstname.lastname@example.org with any questions, concerns, or comments. We're happy to help.