You can set up review stages when you route a proof or for proofs that are currently in routing. Stages are created to give feedback and decisions on a piece of content. They're sequential in nature and have a due date so that proofs can move on to subsequent stages for review.


A proof may have one or many review stages for each round of review. If there's more than one stage, proofs will automatically move to the next round after they're approved. If proofs are approved with edits, a new proof will be requested from the proof creator or proof provider before it moves on to the next stage.


Create stages

The first stage of review is automatically created when you're setting up the workflow. The default name is Stage 1, but you can name stages anything you'd like. Add a stage (or multiple stages) if you need more stages of review, like legal and executive.



Add more stages

Add a new stage to set up another round of review for the proof or to add another round of review for a proof that's currently in review. For each stage, choose a name or use the default name, select dates for review, and add reviewers and commenters. Each stage must have at least one reviewer. Reviewers and commenters are notified by email that they have a new proof to review.


 If you've saved past workflows, you can select to use those as well. Approval (a decision) must be required of at least one reviewer.



Save workflows

As you're adding stages, you can select from saved workflows or save workflows for future use.


Select saved workflows



Save workflows for future use