How To Use Project Proof
Set Up The Website
• In the dashboard of your WordPress site (your website, not the one you’re developing) go to Websites – Add New.
• Fill out the details of the development site.
• Click ‘next’ button.
• A script appears below. Copy the script.
• In the dashboard of the development site, go to GP Hooks.*
• Scroll down to the ‘After Content’ box and paste the code in.
• Tick the Execute PHP box, below.
• Click the ‘Save Hooks’ button, right.
• Navigate back to the dashboard.
• Click on websites.
• Click ‘Verify Installation’, bottom left, to display the development site.
• Navigate to Project Proof dashboard – Edit Website.
* We recommend using the Generate Press theme which provides the GP Hooks functionality.
Set up Client Access
• Registered users can be added in the WordPress dashboard sidebar under Project Members
• New users can be added under Users in the WordPress dashboard sidebar menu (see how to below).
• In the Edit Website pane, you’ll see a ‘Magic Share Link’, which needs to be emailed to the client, stakeholders, project team etc.
Adding a New User
• Click ‘User’ in the LHS side menu.
• Click ‘Role’ on the dropdown menu.
• Select ‘Project Client’.
• Enter the client’s email address and username.
• Wordpress will automatically email the username and the password generated to the client.
Set up Client Access
• Registered users can be added in the WordPress dashboard sidebar under Project Members
• New users can be added under Users in the WordPress dashboard sidebar menu (see how to below).
• In the Edit Website pane, you’ll see a ‘Magic Share Link’, which needs to be emailed to the client, stakeholders, project team etc.
Adding a New User
• Click ‘User’ in the LHS side menu.
• Click ‘Role’ on the dropdown menu.
• Select ‘Project Client’.
• Enter the client’s email address and username.
• Wordpress will automatically email the username and the password generated to the client.
Client-side ‘How to’
• The client clicks the magic share link in their email to open a login screen
• They enter the user name and password you provided and login
• The development website appears with a Project Proof control panel (bottom right) allowing the client to add comments or requests live on the screen.
Graphic or Document Design Project Management
• Project proof provides the facility to proof image files (JPEGs, PNGs, GIFs) using the Mockup facility.
Creating the Mockup
• In your WordPress dashboard click Mockups
• Add New.
• Upload the image or file or select it from the Media pane.
• Note that more than one file can be added to a mockup, allowing for proofing of any size of document or a series of projects in one place.
Setting up Access to Mockup
• Under Mockup Options select Project Access.
• Enter the details of all those who need access
• Choose to provide access via a Link or a Login
Link – click Publish to create the link. Clicking the link takes the client directly to a screen where they can add their comments or approve the job.
Login – For quick jobs a link is sufficient, but for an involved job it’s important the client logs in so that comments, approval and feedback history are recorded for billing and monitoring purposes.