I am an Account Manager and have received a proof back from my Client. What do I do next?

This article is intended to assist the Account Manager in what to do once their client has sent a proof back to them after proofing.

This feature is available to GoProof Enterprise users only

What is an Account Manager?

The Account Manager is a person who’s role sits between the Publisher (the designer) and the Collaborator (the client). The Account Manager is the person who takes over responsibility and sends proofs across to clients.

If you are an Account Manager and you have been sent a proof from a your Client’s Gatekeeper, you will have received an email from the GoProof system requesting that you action the proof. After reviewing the proof comments, you will most likely want to send the proof back to your design team to make any changes or let them know that the proof has been signed off.

If you received an email, it will look something like the one below. click on the View Proof button to take you directly to the proof.

Account Manger Email from client

Alternatively, you can access the proof using the GoProof website.

1. Login to GoProof

2. Click the Inbox button.
Account Manager InBox2

Note: Proofs that are sent for an Account Manager to action are only listed in the Inbox section of the GoProof website.

3. Click the Open button next to the proof that you want to review.

4. Here you can view all the proof comments that were made by your client.

5. Click on the Done button, and select one of the options from the menu.

Account Manager Done2

You have two main options:

Assign changes

This is where you send the proof to your design team to make and amendments that your client has requested.

1. Click Assign Changes  from the Done menu options.

2. You can send it to the entire design team or choose an individual designer to do that changes.

3. Select who you want to assign the work to, by checking the box next to their name and click Assign.

Assign Designer
Back In Review

This is where you can send the proof back to your client. You may want them to take a second look, they may have sent the proof back to you by accident, or you just want to clarify some comments on the proof.

1. Click Back In Review  from the Done menu options.

2. Confirm that you want to put the proof back into review.

That’s it! You have sent your proof back to your client.