How do I create a new Client and Project?

This article is intended to guide you through creating additional Clients and Projects.

Before you can send your proof to your client to review, we must create some folders on the GoProof system. These are called Clients and ProjectsClients are the top level folder, typically named after the client you are producing the document for. Within the Client folder, we can create subfolders called Projects. Clients can contain many projects, projects are normally named after the job you are performing for the Client, i.e Catalog, Brochure or Flyer.

There are two methods where you can you create an additional Client or Project. One is by using the Adobe CC Add-On or the other is via the GoProof website.

Adobe CC Add-On

1. Sign Into Go Proof

3. From the fly out menu, click New Client.

GoProof New Client

4. Give the new Client a name.

GoProof Client Name

5. If there are other Publishers (Designers) that also need access to the new Client, you can link them to the Client. This will enable other Publishers to upload proofs to the same Client.

GoProof Link Users

6. Click OK.

GoProof Save Client

7. Give the Project a name and Click Save.

GoProof Project Name

You have now finished creating your new Client / Project and are able to send content for review.

GoProof Drop-downs

GoProof Website

1. Sign Into the GoProof

2. From the dashboard or top menu bar select Clients

3. In order to create a new Client, click Create A Client.

GoProof New Client

4. Enter a Client a name.

GoProof Client Name

5. If there are other Publishers (Designers) that also need access to the new Client, you can link them to the Client. This will enable other Publishers to upload proofs to the same Client.

GoProof Client Users

6. Click OK.

GoProof Save

7. You will be prompted to create a Project, enter a Project name and click Next.

GoProof New Project

 

You have now finished creating your new Client or Project and are able to send content for review.

GoProof New Client Complete