Proof Title Change

Christine Ricketts

Is there a way to change the title of a proof? It seems to be pulling from the first column that was originally set up in the sheet, but that unfortunately is someone's name and I can't seem to change it. I even repurposed the column and made a new contact/name column, but now the title is pulling from the new name column.

It's difficult because the notifications when the proof is approved are saying "So and so has approved so and so proof."

Genevieve P.

Hi @Christine Ricketts

The proofing name when sent in an email is associated with the Primary Column in the sheet. Is this where you updated the information?

I've tested and if you update what the text is in the primary cell, the name associated with the proof automatically updates. Here's more information on Primary Columns.

Genevieve P.

Hi @Christine Ricketts

The proofing name when sent in an email is associated with the Primary Column in the sheet. Is this where you updated the information?

I've tested and if you update what the text is in the primary cell, the name associated with the proof automatically updates. Here's more information on Primary Columns.

Christine Ricketts

Awesome, thanks. I thought I had updated the Primary column originally but when I did it this time, worked perfectly. Thanks.

Genevieve P.

No problem! Glad you got it sorted out. 🙂

Blaine Burton

Is there a way to manually edit the title or message of the proof invite? These fields are grayed out for me (the sheet owner) and I'm not sure if this is the intent or if there is a program error.

Thanks for any help you can provide.

Genevieve P.

Hi @Blaine Burton

Do you mean these gray fields, from the "Invite" button?

If so, these are showing you the default message that will appear if you don't type anything else. You should be able to manually type something different on top. As you type it will clear out the gray text and allow you to add custom text from scratch instead:

Are you experiencing different behaviour?