What is Online Proofing? Your guide to key features, benefits, and what to look out for in an online proofing tool

Key points:

  • Online proofing streamlines creative approvals by replacing outdated methods like email chains and printed proofs with a centralized, cloud-based review platform.
  • It boosts productivity and collaboration through features like real-time commenting, version tracking, copy editing, and direct integration with Adobe Creative Cloud.
  • Creative teams save time and money by reducing errors, shortening approval cycles, and enabling clearer roles, responsibilities, and feedback across stakeholders.

What is Online Proofing?

Online proofing is a term that describes the secure process of reviewing and approving creative work using an internet workflow, normally driven by online proofing software. But what is online proofing system exactly? Before this type of tool was developed, creative and marketing teams often used printouts or long email chains to approve design work; which was cumbersome and slow.

A proofing system that uses online proofing software provides a more efficient, accessible, and manageable way to approve creative content. It removes key technical and practical barriers, which complicated progress, and allows for a more engaging and modern approval journey that can be accessed from anywhere.

Online proofing now saves time and money, improves collaboration, and gets creative work approved faster.


How Does the Online Review and Approval Process Work?

An online proofing process uses the internet to provide a structured creative review process within a secure portal. Users can gather feedback on creative content, and web-based approval software allows collaborators to get easy access to work from any location, at any time of day.

A comprehensive online proofing tool doesn't stop there. Depending on the quality and features of the creative proofing system powering it, creative designers, project managers, or content writers can also make huge productivity gains from integrating with the Adobe Creative Cloud suite of products, or with project management software such as monday.com or Asana.

Collaborators can draw upon copy editing functions too, making quick and easy changes to text-heavy documents without having to send them separately. They can also submit assets, videos, animations, and other files directly through the proofing system, rather than having to use a file-sharing service.

Why are Online Proofing Tools so Important?

Online proofing has been instrumental in transforming the approval workflow from a traditional, less efficient process to a more modern solution, and one fit for the modern working approach.

Here are two examples of how creative teams have been known to collect feedback:

Paper-based review and approval In traditional paper-based proofing workflows, single or multiple-page designs are printed off and stuck into a communal folder, which is passed around the building to everyone who needs to review them. This process is very manual and therefore unreliable. There are issues with the folder often never making it onto someone’s desk.

Email-based feedback relying on emailing documents such as PDFs being passed around to reviewers helps with traceability and backup but still has its fundamental flaws. The biggest issue by far is that there is very little creative collaboration. Everyone is working separately on their own, with no visibility of what their colleagues are saying, suggesting or doing.

How Do I Know if my Business Needs an Online Proofing Solution?

All successful proofing workflows are driven by reliable cloud-based online proofing software, so it’s a strong consideration for any creative team. It is, however, a great idea to go through a quick self-qualification process ahead of choosing your software package, so you know that you’re looking for the right online proofing solution.

Common Issues when not using an Online Proofing Tool

  • Marketing assets taking too long to approve.
  • Separate emails and attachments pinging everywhere.
  • Comments not submitted in one place.
  • Having to export files to share work from Adobe.
  • Deadlines being missed.
  • Publishing errors regularly being made.
  • Confusion over the most up-to-date version.
  • No central place to collaborate.
  • No idea who has seen or not seen work.
  • No clarity on the responsibility for signing off.

If just a few of these issues sound familiar, then creative proofing software will go a long way to simplifying your creative approval process.

Key Benefits of Online Proofing

  • Faster turnaround of creative assets
  • Removes frustrating tasks
  • Cut costs with a digital workflow
  • More control throughout the proofing process
  • Easier access for collaborators
  • Reduce lengthy phone calls discussing changes
  • Deeper engagement from collaborators
  • Eliminate PDF and asset file-sharing issues
  • Completed projects with fewer versions
  • Traceability of all changes
  • Compare versions of creative designs
  • A centralised feedback
  • Greater accuracy and quality of work
  • Everyone working on the same page
  • Access for multisite or multinational teams
  • Actionable feedback
  • Streamlined project management

The 7 Steps for a Successful Online Proofing Process

Online proofing uses the internet to provide a structured secure portal for versions of work to be uploaded, shared, and reviewed. Any online proofing system will have its own structured workflow. The following 7 steps outline a typical successful online proofing process, incorporating features and approaches you might find in leading Creative proofing software like GoProof.

GoProof is the best online proofing tool and it's a platform where users can share creative assets from a central hub where the whole team can provide feedback.

Step 1: The content

Once the initial creative artwork is created, gather the content you need and send the artwork for feedback. The proofing workflow can be streamlined depending on which file route you are taking, as you’ll see in Step 2.

Step 2: Sending proofs for review

Sending proofs for review. A good online proofing tool should have the option to share content in at least two ways. One would be to submit export files or documents such as PDFs for review, and the other would be for proofs can be shared straight from inside these apps using extensions or plugins, cutting out the lengthy process of needing to export files.

Step 3: Assigning collaborator roles

An important part of the review process is to be clear on who has what responsibility. Online proofing simplifies this by allowing the sender to assign roles to collaborators.

Step 4: Proofing and collaboration

One of the biggest benefits of online proofing is having a single proof that everyone accesses and comments on. It’s vital to give collaborators the most effective ways to convey their thoughts and make actionable feedback with pinpoint accuracy.

Step 5: Getting change requests back

There are two main ways for creatives to receive feedback from reviews and take action. One is through a collaboration zone within the platform, and the other is directly from an extension that sits inside Adobe.

Step 6: Sending new versions

The designer produces a new version of the creative and follows the same process to share it for the next review round.

Step 7: Final sign off

The last step for online proofing is 'sign off', which ends the active review. This can only be done by a collaborator with the appropriate role.

Who Benefits the Most from Online Proofing?

Anyone involved in creating or sharing content or any individual, team, or agency sharing content requiring input or approval will benefit from online proofing. As far as proofing software users are concerned, there are usually two types of users to consider: the people who share proofs for review and the people who provide feedback.

Proof Senders
In-house marketing teams, Adobe Creative Cloud users, design agencies, and publishers.

Collaborators
C-level stakeholders, marketing team leaders, clients of agencies, legal teams, and printing companies.

What's the Return On Investment (ROI) for Online Proofing Tools?

Our customers love telling us about their return on investment. Here are just 8 of the savings, gains, and issue resolutions you could also benefit from when implementing online proofing tools within your marketing or creative operation.

  • 1 hour every day is saved for creative administration
  • Work is approved up to 50% faster
  • Publishing errors are reduced by 3x
  • Up to 90% cost savings from paper and ink
  • Better collaborator engagement
  • 80%+ reduction in time-consuming phone calls
  • An increase in procedural compliance from staff
  • Less time spent working for free on amends

Simplify your creative reviews and approvals. See how our online proofing software can boost your workflow today.

Smarter Proofing. Faster Approvals. GoProof.

FAQS - Frequently Asked Questions

What is online proofing?

Online proofing is a digital process where creative work is shared, reviewed, and approved in a centralized online system.

Who uses online proofing?

Marketing teams, agencies, designers, and clients use online proofing to streamline feedback and approval workflows.

What are the benefits of online proofing?

Online proofing reduces email clutter, improves collaboration, speeds up approvals, and creates a clear audit trail.

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