Client Settings

This documentation will allow you to search any areas for the software pertaining to the client experience

How to change contact information

Go to profile > Your Settings > Contact Information > Fill out updated name and/or email address > Update

How to update password

Go to profile picture > Your Settings > Security > Fill out current password > Create new password > Confirm new password > Update

How to turn notifications on/off for new project

Go to profile > Your Settings > Email Notifications > New project is created (toggle on or off) > Update

How to turn notifications on/off for new comments in project

Go to profile > Your Settings > Email Notifications > New comment is posted (toggle on or off) > Update

How to turn notifications on/off for when new revision round is uploaded

Go to profile picture > Your Settings > Email Notifications > New revision round is uploaded (toggle on or off) > Update

How to turn notifications on/off for when project is completed

Go to profile picture > Your Settings > Email Notifications > Project is completed (toggle on or off) > Update

How to return to dashboard from Settings

Go to Prooflo (top left corner)

How to Installing Prooflo's Chrome extension plugin

Step1: When you first log in you will be prompted to choose to install Prooflo's Plugin > Choose option 1 to install.  Step 2: You will be redirected to the Chrome store to install the plugin.  Step 3: Once installed you can click on the Proof...

How to upload screen captures into Prooflo projects

Upload screen captures from your files directly into your Prooflo projects.

How to Register

How to Register 1. Go to https://app.prooflo.com  2.  Click on I don’t have an account link.   3.  Fill out the necessary information. Name: [Full Name] Email Address: [Valid email address] Password: [Preferred Password. At least six characters...