Administrator / Create and prepare a job
Handle an individual proof setup
Use this path when the built-in plan does not match the assignment.
Open Advanced Proof Setup
From Prepare Proof, choose Advanced Proof Setup. Confirm the jurisdiction, document categories and service method. Identify any document described only as Other.
Look for: Advanced Proof Setup
Research and prepare
Use Find & Prepare Proof with AI where offered. Review the proposed official source or appropriate draft, source references and field mapping. Resolve missing required facts or visible PDF mapping errors.
Look for: Find & Prepare Proof with AI
Review before approval
Inspect the populated preview and approve only the setup that matches the whole job. If the proposal is blocked or incomplete, correct the details or arrange an individually reviewed setup before dispatch.
Look for: Review the PDF preview
Approved Proof Sources stores reusable setups. Reuse still depends on the job's scope; changing a job can require a new review.