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Proofing

Send a customer a design, a PDF or photographs to look at, get back their marks and their decision, and keep every round. An approval holds to the exact files, and nothing goes out without a press.

Getting started

These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.

1. Press New proof and choose the customer

Choose the customer, the person there who decides, what the work is and the day you want an answer, then add the pictures or the PDF. They are filed on the customer's record and never change.

2. Send the round

Send round files the customer's page on their record and mails the person the words that approve it and the words that ask for changes, under your name. Nothing goes out until you press it.

3. File their answer

Paste the customer's reply as it arrived. The Keyway Core records it as their own answer, or says why not; a change request becomes their comments, each at the square it names.

4. Make the next round

New round takes the changed files and carries every open comment. A comment keeps its place on a file of the same size, and says so in words when the size changed.

5. Keep the evidence

An approval holds to the page and to every file's bytes. History shows who decided, when, from where, and every press in order.

The screens, and what to do first on each

Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.

No proofs yet

A proof is a piece of work a customer approves before it goes ahead: a sign design, a menu, a brochure, a set of product photographs.

First thing to do: Press New proof, choose the customer and add the files.

Nothing to review yet

The open round is drawn here file by file with every comment's pin, and the round before it beside it.

First thing to do: Open a proof on the Proofs screen, or press New proof.

No history yet

Every round of the open proof with who decided and on which bytes, then every press in order.

First thing to do: Open a proof on the Proofs screen, or press New proof.

If you get stuck

Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.