After you create deliverables for a project, you'll set up the workflow to route the proofs. Proofs can be routed to one group for feedback and approval or multiple groups using stages and rounds. Only certain file types can be routed.


On the project details page, "Needs setup" will be indicated next to the name of any deliverables that need a workflow set up. Select a deliverable that needs setup to begin routing the proof.



To set up the workflow, choose (or update) the start and due dates for the proof, select from saved workflows (if you're in the Business tier of Workflow), and set up review stages. Save the workflow for later to come back at another time to finish setting it up or finish it to begin routing immediately.