‘Try and make it easier for our collaborators to use.’
That’s the feedback we regularly get from our proof senders and is something we aim to do every time we roll a new release out. Like we did with the native mobile app with dynamic proof linking launched back in October.
This time though, we’ve really gone for the crush, with a total redesign of the collaborator interface.
THE PROOFING ZONE
Next, let’s look at the new proofing interface. This has seriously smoothed out.
Starting from the top left, you’ll see the proof status. This is now a clickable button which drops all the proof details on a tidy panel, so you can see the proof name, the version number, who the client is and more.
To the right of the status, the deadline bell icon appears – if one’s been set. Then there’s the help icon to watch the wizard and video.
THE VIEWING TOOLS
The business end of GoProof has seriously smoothed out.
The options on show depend on the type of proof it is and what the proof sender has shared or enabled.
The default tool is the Pointer, which doesn’t need a space on the toolbar. Collaborators get this when they arrive and when they clear any tool selections, as you’ll see later.
The first option to change to is the Zoom tool, which has a new icon to make it more obvious. This works as box-draw on the proof to dive into any area.
Next to it are the – and + for clicking along with the percentage indicator, which doubles up as a drop-down for quick-jump and FIT.
OK so moving along, the page spread view for multi-page documents is next, followed by the new Rotate tool which is great for proofing packaging designs.
If collaborators see the Download icon next, the proof sender has shared some files. They’ll get a screen prompt and simply click the icon to grab them. After that is the eye icon for showing or hiding proof comments – and then there’s print.
THE COPY EDITOR
The final icon in the green section is the new T for the Copy Editor. It appears if a proof has been sent from Adobe InDesign® CC and there are text boxes on it which can be edited.
Like the Download, a screen prompt will appear to notify the collaborator. This replaces the EDIT STORY button which used to appear to the right of ADD COMMENT.
So, those are the viewing tools.
Now, here comes the big interface change for collaborators…
The DONE button has gone.
Instead, we’ve replaced it with more obvious commands for collaborators to follow, making it feel easier for them to get proofs done. In the top right where it was is now a simple X to exit.
If they use this, a pop-up message tells the collaborator that they will be leaving their review of the proof ‘open’ and will need to come back later to formally finish off.
So, with that in mind, in the top-middle of the toolbar are two buttons. The first one is for actioning and the second for commenting.
The second ADD COMMENT button is virtually the same, except when selecting a proofing tool colour which collaborators do now when they are writing their comment.
EASY TO UNDERSTAND ACTIONS
The big primary action button is to the left of it. This dynamically changes, depending on the activity on the proof and the role of the collaborator.
There’s also a duplicate of this button in the right-hand panel too, so collaborators have easy access to it wherever their eyes are.
Here’s how it works.
Any collaborator with a Reviewer role on a proof sees FINISH as their primary action. Clicking FINISH tells the Gatekeepers that they are done commenting, so is a key part of the proofing workflow.
They can choose to click it with or without making comments but it’s the trigger to say they are out. It’s much clearer than before, so should resonate well with clients.
If a Gatekeeper arrives at a proof, they will see either SIGN OFF or REQUEST CHANGES. The SIGN OFF option displays when there have been no comments made on the proof by anyone else, allowing Gatekeepers to just click and approve it without breaking any sweat if they’re happy. Fast and easy.
REQUEST CHANGES appears if there are comments made as the first of two options. Gatekeepers use REQUEST CHANGES to send the comments and requirements for the next version back to the proof sender.
The second option keeps SIGN OFF available, so a decision can be made to override the comments and approve it if they prefer.
The Manager workflow is used when there is an initial review cycle with the proof sender and their manager to finalise a version, after which the manager then sends it on to the end collaborator. It’s great for creative agencies and businesses that have a few departments involved.
In this workflow, the primary action button again dynamically changes to fit, with the familiar options of SEND, REJECT, ASSIGN CHANGES and BACK IN REVIEW available when required.
It’s a simple click of the top-right X to exit the proof. They won’t get a pop-up and head directly back to the Proof Dashboard.
RECAP OF IMPROVEMENTS
OK so let’s look back over the improvements:
- The proof status top-left is a button that displays the proof details
- The viewing tools are grouped in the green shaded area
- Collaborators use the Copy Editor feature from the T icon
- The DONE button has gone
- ADD COMMENT is virtually the same
- Reviewers FINISH when they’re done viewing and commenting
- Gatekeepers can SIGN OFF or REQUEST CHANGES with the action button
- Managers use the action button for all their decisions
These enhancements have been made with the help of our fantastic GoProof user community. Thank you to all who have contributed. You’re feedback is awesome.
If you have any questions or would like more help then reach out to us at firstname.lastname@example.org and we’ll be right there.
The GoProof Team