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Proofing with Embeds

Use Embeds to automate your proofing workflow

info
This document is designed to help you review and approve various types of content, including marketing materials, copy, designs, videos, and more. This doc uses embeds so you may be able to leave comments directly in your tool of choice, but can also use Coda’s built in .
To use this doc:
Define your and their review types
Click “Create new proofing request”
Set your asset name, review type, and paste in your embed url
(Optional) set an to click the “Send Slack reminder” for your Review team on a weekly basis
Clear sample data
Create new proofing request
Review Assets
1
Name
Status
Review Type
Requestor
Search
Name
Status
Review Type
Asset Link
Requestor
Last Reviewer
Approve
Requires Changes
View Embed
1
Mobile App Menu Mock-up
Requires Review
UI Design
Joel Davis
Approve
Iteration needed
2
Figma Pack Guide Header
Requires Review
Branding
James Booth
Jordan Milner
Approve
Iteration needed
3
Presentation for Customers
Requires Changes
Presentations
James Booth
Mary Jones
Approve
Iteration needed
No results from filter
info
Here you can define your proofing team. This will allow members of the team to see what assets they’re responsible for. Additionally we’ve included a Slack integration making it easy to click a button and notify the appropriate reviewers that they have assets to review. You can even use an automation to click the button as often as you like using whatever conditions you prefer. We would suggest starting with a time-based notification to get started.
Clear sample data
Review Team
0
Person
Review Types
Assets Needing Review
Reminder
Slack Message
1
Polly Rose
Branding
Marketing Materials
Figma Pack Guide Header
Send Slack Reminder
Open
2
Buck Dubois
UI Design
Branding
Mobile App Menu Mock-up
Figma Pack Guide Header
Send Slack Reminder
Open
3
Mary Jones
Presentations
[  ]
Send Slack Reminder
Open
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Asset Review Board
1

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