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Editing proof stages and reviewers
Editing a stage

To edit a stage on a proof you must have edit rights on the proof. See Profiles and permissions and Proof roles for more information on who has edit rights on a proof.

To edit the deadline for the whole stage:

  • Go to the Workflow section of the Proof details page 
  • Edit the deadline by clicking on the deadline (1) and selecting the desired date
  • Delete the deadline by clicking on the deadline field and then clicking the Clear icon (2)
    Editing_a_stage_1.png

To remove an individual reviewer from the stage:

  • Click the reviewer's Action menu (3)
  • Select Remove from the menu (4)
    Editing_a_stage_2.png
  • Click confirm (5) to remove the reviewer from the proof

Editing_a_stage_3.png

To remove multiple reviewers from the stage at the same time:

  • Select the reviewers you want to remove by ticking the boxes next to their names (6)
  • If you want to remove all reviewers from the same stage, tick the top box (7)
  • To remove the reviewers, click the trash icon (8)

Editing_a_stage_4.png
The stage Actions menu (9) allows you to perform the following actions:

  • Message all - send a message to reviewers from the stage
  • Share - add people to the stage
  • Delete stage - remove the whole stage from the proof.

NOTE Creators and owners are not removable.
Editing_a_stage_5.png

Editing reviewer details

To edit a reviewer:

  • Go to the Workflow section of the Proof details page
  • Open the actions menu for the reviewer (1)
  • Choose Edit (2)

Reviewer_details_page_1.png
 On the Edit reviewer page you can edit the following details:

  • Reviewer's display name - to change the reviewer's display name on the proof, click in the text field and in-line edit their name
  • Role - to change the reviewer's role on the proof, open the dropdown menu and select the preferred role
  • Email alerts - to change the reviewer's email alert on the proof, open the dropdown menu and select the preferred email alert
  • Decision - to change the reviewer's decision on the proof, open the dropdown menu and select the preferred decision (please note that if you change a decision on behalf of another user, this will be noted in the Activity section of the proof)
  • Stage - it it not possible to move reviewers between stages. To achieve this, please remove the reviewer and re-add them with a different deadline.

After editing the reviewer's details click Save (6) to confirm or Cancel (7) to revert the changes.
Reviewer_details_page_2.png