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Sending a message to your reviewers

Sending a message from the Proof Viewer using the tools menu

To send a message from the Tools menu:

  • Go to the Proof Viewer
  • Open the Tools menu (1)
  • Select Message (2)
  • The Message page will appear - see below

Mesage_from_PV_tools.png 

Sending a message from the Proof Viewer sidebar

To send a message from the Proof Viewer sidebar:

  • Go to the Proof Viewer
  • Open the sidebar (1)
  • Expand the People section (2)
  • Click Message (3)
  • The Message page will appear - see below

Message_from_PV_sidebar.png 
Alternatively, to send a message to one of the reviewers from the Proof Viewer sidebar you can:

  • Go to the Proof Viewer
  • Open the sidebar (1)
  • Expand the People section (2)
  • Click on the Actions menu next to the name of the reviewer you want to contact
  • Select the Message option from the dropdown menu (4)
  • The Message page will appear - see below

Message_from_PV_sidebar_2.png

Sending a message to multiple people in the same stage

To send a message to multiple people in the same stage:

  • Go to the Proof Viewer
  • Open the sidebar (1)
  • Expand the People section (2)
  • Find the stage you want to email and expand this section (3)
  • Open the Actions menu for the stage (4)
  • Select the Message option from the dropdown menu (5)
  • The Message page will appear - see below

Message_a_stage_from_PV.png

 

Sending a message to a reviewer from the proof details page

To send a message to a single reviewer:

  • Go to the Proof details page
  • Open the Actions menu for the reviewer you want to contact (1)
  • Select Message (2)
  • The Message page will appear - see below

Message_reviewer_proof_details_page.png

Sending a message to people in the same stage from the proof details page

To send a message to multiple people from the same stage:

  • Go to the Proof details page
  • Open the Actions menu for the stage in which you want to contact reviewers (1)
  • Select Message all from the dropdown menu (2)
  • You will be taken to the Message page - see below

Message_All_Proof_Details_page.png

Sending a message from the folder details page

To message a reviewer from the Folder details page:

  • Go to the Folder details page
  • Open the Actions menu for the proof (1)
  • Select Message from the dropdown menu (2)
  • You will be taken to the Message page - see below

Message_from_Folder_Details.png

Sending a message from a list view

To send a message from a list view:

  • Go to any of the views available in the sidebar
  • Open the Actions menu for the proof (1)
  • Select Message from the dropdown menu (2)
  • You will be taken to the Message page - see below

Message_from_a_list_view.png

The message page

Message_Page.png
On the Message page you can:

  • Select the reviewers on the proof (or stage) you want to contact (1)
  • Decide if you want to include a custom message or not (2)
  • Enter a custom subject line (3)
  • Enter your own custom wording that will be added to the reminder message (4)

The people selected will receive an email reminding them that they've been added to the proof (and the email will include any custom message you added) - see Reminder emails.

NOTE The custom message will be copied from the original email that was sent upon the creation of the proof; however, you can edit/delete that text and enter a new message.