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How To Use Project Proof

How to guide screenshot.
How to guide screenshot.

Set Up The Website
• In your WordPress dashboard go to Websites – Add New.
• Name the site and enter its domain URL.
• Click ‘next’ button.
• A script appears below. Copy the script.
• In the site you’re developing, 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, particularly if you’re using the Elementor Website Design Plugin.

How to guide screenshot.

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.

How to guide screenshot.

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.

How to guide screenshot.

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.

How to guide screenshot.

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.