Fundy Designer Tips

Online Proofer How-To

August 02, 2019

In 2010, Fundy Software introduced the very first album proofing solution in the world that allowed clients to comment directly on designs. Since then, we haven’t stopped innovating. Learn how to proofer your albums online with your clients, with multiple revisions and automated email reminders. 

Export for Proofer

First, export your album for the Online Proofer. After Fundy Designer creates the specially formatted files, it will prompt you to login to the Online Proofer dashboard to create a new proof.

Creating a Proof

When creating a proof, you have a number of options: including your album contract, restricting the number of changes allowed, adding music, including email reminders, etc.

Sending the Link

You can have the Online Proofer automatically send your clients the link, or you can directly copy the link and send it off to them personally.

Viewing the Album

When your clients receive the link, they can view the album on their smart phone, tablet or computer. 

Approving the Album

If your client loves the design as is, they can approve it right then and there. They will just click the Approve button, and then you will receive an email that the album was approved with no changes.

Request Changes

If your clients want to request changes, they can click the request link.

Then, they can choose to remove pages or add comments. 

When they click the Finished button, you’ll receive an email letting you know the total number of changes and/or pages to remove.

Email Reminders

To make sure that your clients actually approve their album, you can set up email reminders to go out once or twice a month. 

Making Changes

When you receive an email from the Online Proofer, click on the link to see the changes your client requested.

At the top of the page, you can toggle the switch to only see the changes you need to make.

Then, open the project in Fundy Designer and make the requested changes. 

Uploading a New Revision

Once you’ve made the changes, click Export for Proofer again and open up their gallery. It will be on the left side of the Dashboard.

Then upload a new revision and send it to your client. 

Save Your Sanity

The Online Proofer has been a lifesaver to thousands of Fundy Users. If you already have Pro Enhancements with proofer, click here to learn how to set it up and start using it. If you want to enable Pro Enhancements, click here to go to your account. 

To see all of the Online Proofer tutorials, click here

If you are a new user of the Fundy Suite, you get three months free of Pro Enhancements to give it a try. 

Do it all in Fundy Designer!

New to Fundy Designer? Get started with our free trial! Ready to try the latest version of Fundy Designer? Click here to purchase or upgrade to Fundy Designer v10!

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