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How to create a proof via your Box account

How to create a proof via your Box account
It's easy to create proofs and new proof versions via your Box account.

To submit a proof, follow these simple steps:
  • Log into your Box account and click on the More Options button next to the file you would like to review with ProofHQ (1)
  • Go to More Actions (2)
  • Select Review with ProofHQ (3)
Creating_a_proof_from_Box_1.png
  • If you are already logged in to ProofHQ*, a pop up window will appear with the New proof page (with the file already uploaded)
sending_a_file_to_ProofHQ_2.jpg
  • Here you can add more files (if you wish to create multiple proofs in one go or to combine multiple files into one proof), add people to the proof, set a deadline for them, add tags and pick the folder for the proof
  • You can also choose to make this proof a new version of an existing proof
  • Next, click Save (4), and the proof will be created and sent to your reviewers
sending_a_file_to_ProofHQ_3.jpg
  • A comment is added to the file in Box with a personal link to the proof in ProofHQ
sending_a_file_to_ProofHQ_5.jpg
* If you are not logged in to ProofHQ, a pop-up will appear showing your login page. Enter your login credentials to access your ProofHQ account. You will be taken directly to the New proof page with the file already uploaded.

NOTE
  • If you have your own branded ProofHQ login page you will be taken to that page instead of the standard ProofHQ login page.
  • If you have enabled the Single Sign-On functionality in your ProofHQ account you will be taken to the SSO login page and asked to enter your Single Sing-On login credentials - but only IF you're are using the same email address for your Box account and ProofHQ.
  • If you are not using the same email address for both your Box account and your ProofHQ account, you will always be taken to the standard ProofHQ login page.


Creating a proof via your Box account - video tutorial



How to create a new version of a proof via your Box account

It's easy to create a new version of a proof using a new version of the file from your Box account.

To do this, follow the steps below.
  • First, proceed with the steps as for submitting a new proof
  • Next, while on the New proof page, click on the New version link (1) to be taken to the New version page where you will be able to complete the process of creating a new version of an existing proof
Box_-_New_Version_link.png
  • If you have already created a proof via Box using a previous version of the file, the notification on the top of the page (2) will reflect this
Box_-_New_Proof_New_Version_existing_box_proof_note.png
  • In the Existing proof pop-up select the parent version of your new proof (3). If the previous version of the proof was also submitted from Box, this proof will appear in the Matching proofs section (4) on the top of the list. You can also select your parent version from the Other proofs section (5). 
  • If you can't see the proof you'd like to choose in the list, you can:
    • Sort the columns by clicking on the column header (6).
    • Filter by name - type in the name of the previous proof and apply the filter by clicking the filter icon (7) - only available if you have more than one page of items on the list.
    • Identify your other Box submissions by the Box logo (8).
  • Click Save (9).
Box_-_Version_upload_-_existing_proof_pop-up_v3.png

  • You will be then taken to the New version page where you will be able, if needed, to:
    • Change the parent version by clicking Change proof link (10)
    • Cancel creating a new version by clicking a trash icon (11) and proceed with submitting your file as a new proof
Box_-_New_Version_page.png
  • Populate the New version page as normal (as if you'd uploaded the file directly from within ProofHQ) and click save.
  • You'll be taken to the Proof details page where you can access the new version by clicking the "Go to proof" button (12).
Box_-_Go_to_proof_2.png