Getting Started

Getting Started Guide

You just got invited to use PageProofer on a website and now you need to figure out how to use it. Good news! It's very easy.

PageProofer is an easy way to leave feedback, report bugs and track issues right on a website. It's like leaving sticky notes right on a website whenever you spot a problem.

Adding a note

This little animation shows how simple it is to leave a note in just three steps:

  1. Click the PageProofer pencil icon in the corner of the website
  2. Double click (or tap for touch devices) anywhere on the screen to add a note
  3. Add your note details and click the save button.

Once your note is saved you can add another note or click the 'x' on the PageProofer toolbar to close PageProofer.

If you want to attach a screen shot, click the camera icon on the note and a snapshot of the current browser page will be added to the note. To attach a file, click the paper clip icon and select a file to add. You can even record a video of you interacting with the screen by clicking the video icon.

To read an existing note click on one of the note markers to open it. If you have something to add to the note click the 'add comment' box.

The Toolbar

When you visit a page that has PageProofer on it you will see the pencil icon in the corner of the website (normally the lower right corner). You can quickly tell if there are notes on the page if you see the red note indicator dot. To open PageProofer click the pencil icon.

Once the toolbar is open you have a few options (mouse over the toolbar below to see the hints).

  • To add a new note click the '+' icon.
  • To see all the notes on the page click the note counter.
  • To create a screen recording click the 'video' icon.
  • Click the grid icon to go to the dashboard where you can see all the notes on a project board.
  • To minimize the toolbar (if you need to get it out of the way) click the arrow icon.
  • If you are done with PageProofer you can click the 'x' icon to close it.

The Dashboard

The dashboard gives you a centralized place to see all the notes. You can search for a specific note and filter by user, page and priority. You can drag and drop notes between columns to keep your tasks organized. Clicking on the note bubble will open the full note where you can read all the info, add additional comments or edit the note.

More questions?

We are always ready to help out if you need some extra assistance. You can chat with us by clicking the chat bubble in the bottom corner or you can email our support team.

 

Still need help, email us