Question
How should I set up an online proofing workflow with clients?
Answer
Online proofing keeps approvals clean and traceable, but only when the workflow is deliberate. Keep the process tight with these practices.
- Start simple with one reviewer and one approver.
- Use the platform approval button rather than loose email confirmations, so there is a clear record.
- Give first-time clients a short walkthrough before their first proof.
- Set firm deadlines for each feedback round to keep jobs moving.
- Remember that a screen proof does not replace a physical proof on color-critical jobs where ink density matters.
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