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.


Needs setup will be indicated on the project details page next to the name of any deliverables that need a workflow set up. Select one of the deliverables that need setup to begin routing the proof.



Set up the workflow

At first, the workflow will be in setup mode. From there, add the proof, update any overview information, then set up the workflow. Select from saved workflows or create a new saved workflow (if you're in the Business tier of Workflow) or set up review stages and add reviewers and commenters. Click Complete setup when you're done!