If you have regularly scheduled content that is always routed to the same reviewers – like a monthly newsletter or a client’s ad campaigns – you can streamline your review and approval process by creating a proof template to route that content. By templating the most common attributes of a proof release (reviewers, routing, notifications, etc.) you can easily reduce your proof posting time down to a few clicks. Select the file, pick the release template and you’re done!
Here’s how to get started:
- Log into your inMotion workspace. Hover over the “Templates” tab in the upper left hand corner of the screen and select “Proof Templates” from the drop down menu.Note: This is a feature that needs to be enabled on your account before you can use it. It is not on by default. Please contact your account concierge to enable proof templates.
- Click on the green “Create New Template” button.
- In the next two pages, the proof template builder will provide the same options when you upload an individual proof. First you’ll see the Select Contact(s) page where you can choose reviewers and custom rules from your contacts, review teams, and workflows. On the second page, you choose the approval / opinion statuses you want to offer as well as to customize email notifications.
- When you’re done, simply name your template, confirm your reviewers and proof options, and save!
It’s that easy! You can come back and revise your templates as needed. When you’re ready to use your template, simply click on “Post Content for Review” like you usually would and in the “Add Content” choose your template from the drop down menu in Step 2 (as shown below).
You can also create and save proof templates on the fly when posting a new job. When uploading new content, select your reviewers and proof options as you usually would, and before you finalize and release the proof you’ll be given the opportunity to name and save your options as a proof template.
What projects will you use Proof Templates for?