Create a New Project
Start by creating your Album, Wall Art and/or Card subprojects in Fundy Designer. Then open the Proofer module (located between the Album Builder and Gallery Designer icons), and select New Proof to set up a new proofing subproject.
Proof Setup
Once you start the proof setup, the Proofer will generate a preview splash page based on the current subprojects in your project file.
Title: The main heading your client sees.
Subtitle: A small additional line (e.g., date or project name).
Sidebar & Text Colors: Adjust the look of the sidebar and text in the proof.
Logo: Upload your logo (PNG recommended, max ~1000×1000 px; JPEG also supported).
Preview Modes: Choose from 8 options depending on which product types you want to show:
Album, Wall Art & Card
Album & Wall Art
Album & Card
Wall Art & Card
Album only
Wall Art only
Card only
Custom Image
Choose Preview Images
Now select exactly what image(s) your client will see on the splash page for each product type. For each product type (Album, Wall Art, Card) you’ll pick:
Subproject Choice: Which subproject you want to include in the proof.
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Preview Image – specifics:
For Albums: select a spread to display.
For Wall Art: select a room.
For Cards: choose front, inside (if applicable), or back.
Select Designs to Proof
Check the boxes next to each subproject you want your client to proof. When you’ve selected everything, click Next.
Slideshow
You have the choice to include a slideshow of your designs. If you don’t want a slideshow, simply click Next to continue. See this article for more on slideshows.
Client Emails & Custom Text
This step sets up the email notifications and text that your client will receive:
Client Name: Enter one or more client names.
Client Email: Enter one or more email addresses for those who will receive the proof link. You can add your own email to receive a copy.
Password: Optional. Set a password if you want to restrict access.
Your Email: Required. This is where you’ll receive notifications of comments and approvals.
External Link: (Optional) Insert a URL if you show a client’s final image gallery elsewhere.
Pop-Up Message: (Optional) Add a message that pops up when your client opens the proof.
Announcement Email Subject & Body: Customize the first email your client will receive.
Send Announcement Email: Check this box if you want the system to send the first email automatically.
Reminder Email Subject & Body: Customize reminder messages.
Send Reminder Email: Check this if you’d like to send automated reminders (options: weekly, bi-weekly, or monthly).
Click Next when complete.
Format Proofer Emails
Our proofer supports formatting through HTML. We'll provide a few commonly used attributes here and you can learn more about some HTML options here.
Line Breaks. To add line breaks to a page you will use <br>, this will add a single line break in the area inputted. Use multiple for a larger gap.
Bold Text. To add bold text to your email, use <b> where you would like this to start and </b> where you would like it to end.
Italic Text. To add italic text to your email, use <i> where you would like this to start and </i> where you would like it to end.
Highlighted Text. To add highlighted text to your email, use <mark> where you would like this to start and </mark> where you would like it to end.
Center Text. To center the body of your email, use <p style="text-align:center;"> before writing anything in your email and end the entire body of text with </p>.
Example
Below is an example of the above formatting options, giving you a preview of what your email could look like. The exact information entered into the email and custom text box can be found below the image.
This is exactly what was entered into the Email and Custom Text field for the announcement email:
<p style="text-align:center;">
Fundy Designer Proofer emails can be formatted using HTML
<br>
<br>
<b>this is an example of bold text</b>
<br>
<i>this is an example of italic text</i>
<br>
<mark>this is an example of marked text</mark>
</p>
Export & Review Your Proof
Click Export & Upload to generate your proof files and upload them to the server. Then review the proof title, subtitle, and designs selected for proofing. Then click Next.
Pre-Flight Checklist
Before uploading, the system checks for common errors (e.g., missing email addresses). If any section fails, a yellow warning triangle appears, and an error message appears at the bottom. If you’re unsure of an error’s meaning, take a screenshot of the Pre-Flight Check tab and submit a ticket to support.
Create Proof Files & Upload
The export process will build the proof files. Wait until this finishes and then select Next. Then the upload screen will show each file and its status. Blue checkmarks indicate successful uploads. If you see errors, take a screenshot and submit a support ticket.
Preview & Share the Link
You’ll now see a small preview of the splash page (without the sidebar) and a link to copy and send to your client. You can find this link later by opening the Proofer subproject and looking in the bottom right corner. Click Finish to complete.