Smart Proof

   Smart Proof

Introduction

This online proofing tool is designed to allow you to edit your article much as you would in Microsoft Word, with additional benefits such as easy navigation of queries and special tools for adding references and citations.

Please click on the topics at the left for additional information about how to use this online proofing tool.

• After you log in, you will see the Home screen.
• Carefully read the instructions on the Home screen.
• Click the “Proceed” button to begin proofing.

Proofing

After you click the “Proceed” button, you will see the Edit screen.

• In the Edit screen, you can edit the HTML file of your articles.
• The content of the HTML file (article) is displayed on the left-side of the Edit window. Proofing tools are provided on the right-side of the screen including Navigation tool.
• Click the orange Edit tab to collapse the right-side panel.
• The below image is an example of the Edit screen.

• Click the Edit icon to close the right-side panel widget on the screen.

Save my edits

• Click to save your changes.
Note: Your changes are also auto-saved regularly every one-minute time interval.

Toolbar

The article can be edited and formatted using the basic editing options found in the Menu toolbar.

• Save
• Undo and Redo
• Cut and Copy
• Bold, Italic and Underline
• Subscript and Superscript
• Small Caps
• Monospace
• Find and Replace
• Special Character
• Add Comment
• Add Attachment
• Add Reference
• Add Math
• Numbered and Bullet Lists
• Insert/Edit Link
• Insert Figure
• Zoom Out
• Zoom Reset
• Zoom In
• Highlighting tool
• Citation

Article Navigation

In the Edit screen, you can see the Navigation Panel “Article Navigation” on the right side.

This will show a table of contents for your article, including the headings and subheadings, on which you can click to navigate in your article.

References

Click the icon“References” from the Navigation Panel on the right side of the Edit screen.
• The “References” panel will appear, displaying all the references in the article. You can navigate through the references by clicking on the desired reference.
• The icon in the reference panel indicates the Reference citations of the particluar reference present in the article. You can navigate through the references citation by clicking on the desired reference citation.

Equations

Click the icon “Equations” from the Navigation Panel on the right side of the Edit screen.
• The “Equations” panel will appear, displaying the equations in the article. You can navigate through the equations by clicking on the desired equation.
• The icon in the equation panel indicates the Equation citations present in the article. You can navigate through the equation citation by clicking on the desired equation citation.

• Provided colored box placed around the equations whenever user delete (red) or insert (green) or edit (orange) the equation in the article.
Equation when deleted – Red colored box appear around the equation, as shown below.

Equation when inserted – Green colored box appear around the equation, as shown below.

Equation when edited – Orange colored box appear around the equation, as shown below.

Note: If new equation has been inserted in the article, proofing tool will automatically insert a new equation citation, if there is no existing equation citation in the article.

Figures

• You can replace the figure yourself directly in the proofing tool. Click the “Edit/Replace” option at end of Figure caption to edit or replace with the new figure.
• Click the icon “Figures” from the Navigation Panel on the right side of the Edit screen.
• The “Figures” panel will appear, displaying all the figures in the article. The icon in the figure panel indicates the Figure citations present in the article. You can navigate through the figures by clicking on the desired figure.

• The figure caption on the Navigation Panel has option to download the figure.
• The icon in the figure indicates the download option and icon helps to view the replaced image.

Edit Summary

• Click the icon “Edit Summary” from the Navigation Panel on the right side of the Edit screen.
• The “Edit Summary” panel will appear, which lists every correction you have made so that you can review all changes to the article.
• Click the icon to view the edits in up and down manner.
• Select a correction in the “Edit Summary” panel to navigate to the corresponding location in the article.
• All insertions are highlighted in green and all deletions are marked in red.
• The author can reject any correction they previously made, using the red button.

• The author can view the track option for Paragraph spilt. Smart Proof maintains the edit log for every edit in the article, as shown below.

• User can view the track changes for the format changes like bold/italic/underline/superscript/subscript in the edit summary section.

• Click the “reset” option to revert or undo the correction in the edit summary.

Blink option — Enabled the blink option to the corrections made when you click the correction in the edit summary.

• User were provided option to edit the comments instead of deleting and add new one in the edit summary section.

General and Author Queries

• The queries for the author can be viewed under “General Queries” and “Author Queries” from the Navigation Panel on the right side of the Edit screen.
• The user must reply to each query with one of the following options:
     • Accept
     • Answered within text
     • Add comment

Accept
• Accept the query.

Answered within text
• Reply to a query by entering the required information in the text and clicking, “Answered within text”.

Add comment
• Enter your reply to the query in the textbox that appears after selecting the “Add comment” option. Click “Save” to save the comment.

Add new query (Only for CE role)

To insert a new query in the Edit window:

• Select or place the cursor in the article where the new query should be inserted and right-click to get the option “Add author query”, as shown below.

• Once user select the “Add author query” option, query window will open, as shown below.

• In the pop-up window that appears, user can enter the query, and click “Save”.

• The new query will be cited at the selected location in the text and added to the query list. The query number will be automatically assigned based on the existing count, as shown below.

Edit/Delete query

• CE user can able to edit or delete the existing author query.

• User can right-click on the author query in the text to edit or delete author query by selecting the option provided, as shown below.

• If an existing query is deleted or a new query is inserted, automatic renumbering will take place accordingly.

Metadata Information

• In Smart Proof page, default open metadata/article information is displayed to view the metadata details of the article.

• Click the upper arrow icon on the bottom right of the “Article Information” to close the screen, if necessary.

Author Group

Note: A new author can be added without an affiliation being linked. An informational dialog message will appear indicating that the affiliation has not been linked. Once the new affiliation is created you will be able to link it to the author.

• Click the Edit icon on the right corner of the author group.
• On the right side of your screen, you have an option to add new authors by selecting the author type list provided in the list, as shown below.

• Once after selecting the author type, you can add and select the authors details in the respective fields provided and click the Add button to add the new author in the author group, as shown below.

• In the author group list, icon represents the Corresponding author.

• Click the icon to edit or update the details of a particluar author. Then click the update option.

• Click the icon to remove the author from the author group by clicking Yes or No option.

• Click the drag icon to re-order the author in the author group by dragging and placing the author accordingly.
• Once re-order is done, re-ordered author will be shown in yellow highlight. Confirm re-ordering by clicking Done button at the end.

• After making changes in the author group, click the Done button, changes will be visible in the article author group with reset icon in the right corner of the author group, as shown below.
• Once again, we can make edit or reset the author group using icons, if required.

Warning message to author group and affiliation section
Enabled the WARNING POP UP MESSAGE feature to link the author if new affiliation has been inserted in the affiliation section, vice versa, for in author group, if new author has been inserted, it is mandatory to link the author to the affiliation.

WARNING POP UP MESSAGE (Please choose the affiliation) feature to link the affiliation

WARNING POP UP MESSAGE (Please link the author) feature to link the author

Range citation/renumbering process- User can add/edit or delete the numeric range citations in author group section as well as in affiliation section. User can also renumber the range citation if required.

Addition/deletion of range citation
• Click the Edit icon on the right corner of the author group section.
• On the right side of your screen, click the icon to edit or update the details of a particular author. Here you have an option to add/link new affiliation by selecting the affiliations provided in the list to the author, as shown below.

• Once after selecting the affiliation, click the Update button to add the new affiliation designator to the author in the author group, as shown below.

• Confirm the correction by clicking Done button at the end.

• Changes will be visible in the article author group with reset icon in the right corner of the author group, as shown below.

• Once again, we can make edit or reset the author group using icons, if required.
• User can also have an option to remove the affiliation designator for the particular author by selecting the affiliations linked to the author from the list by clicking the icon provided to each author, as shown below.
(Here for example, affiliation 3 has been removed from citation range from the author)

• Once after selecting the affiliation to remove, click the Update button and then click Done button to confirm the correction, as shown below.

• Changes will be visible in the article author group with reset icon in the right corner of the author group, as shown below.
Before:

After:

• User can remove the affiliation from the range citation from the author. By removing one of the affiliation designators from the author, respective designators will be ranged automatically as shown below.
(Here for example, from affiliation range 4-6, we have removed affiliation 5 from the citation range from the author)

• Once after selecting the affiliation to remove, click the Update button and then click Done button to confirm the correction, as shown below

• Changes will be visible in the article author group with reset icon in the right corner of the author group, as shown below

Renumbering of range citation:
• Click the drag icon to re-order the author designators in the author group by dragging and placing the affiliation in the affiliation section, accordingly.
(Here for example, we have re-ordered the affiliations 3 & 4 in the affiliation section)
• Once re-order is done, re-ordered affiliation will be shown in yellow highlight. Confirm re-ordering by clicking Done button at the end.

• Once re-order is done, re-ordered affiliation designators and respective ranges in author group will be visible in the article author group with reset icon in the right corner of the author group, as shown below.

• Renumbering of affiliation designators & renumbering of citation ranges can be done by deleting/inserting whole affiliation in the affiliation section. For example, click the icon to remove the particular affiliation from the affiliation section by clicking Yes or No option.

(Here, we have removed the affiliation 2 from the affiliation section)

• After making changes in the affiliation section, click the Done button, changes will be visible in the article author group with reset icon in the right corner of the author group, as shown below. Here we can see the affiliations have been renumbered after removing the whole affiliation 2 from the affiliation section.

Affiliation

Note: New author can be added without an affiliation being linked, Our tool will show a pop-up that affiliation is not added for your information. However, you can link the author while creating a new affiliation.

• Click the Edit icon on the right corner of the affiliation sections.
• On the right side of your screen, you have an option to add new affiliation by selecting the icon +Add New Affiliation as shown below.
• Edit or remove the author from the author group by clicking the Edit icon or remove icon on the right corner of the affiliation sections.

• Once after clicking the Add New Affilition, you can insert the affiliation details and select the author name to link the respective affilation.
• You should click the Preview button, before clicking the Add button. i.e. Click the Preview button to preview the added details, then click the Add button to add the updated affiliation in the affiliation section, as shown below.

• Additional punctuation form field in affiliation section is available. In this form field, we can edit/alter/delete the punctuation and add new punctuation or text (i.e., "and", "at the", etc.,) or change the existing punctuation (from comma to semi-colon or vice versa).

• After adding the affiliation in the affiliation section, inserted new affiliation will be visible in Green Highlight, then click the Done button to insert the affiliation in the affiliation section, as shown below.

• Click the drag icon to re-order or change the affiliation in the affiliation section by dragging and placing the affiliation accordingly.
• Once re-order is done, re-ordered affiliation will be shown in yellow highlight. Confirm re-ordering by clicking Done button at the end. Changes will be visible in the affiliation group with respective designators changes in both author group and affiliation.

• Once overall changes in the affiliation is done, click the Done button, overall changes will be visible in the affiliation group with respective desiginators to the author in the author group as well as in affiliation section, as shown below.

• Once again, we can make edits to the affiliation using the icons, if required.

Correspondence

• Click the Edit icon on the right corner of the author group to alter the correspondence details.
• On the right side of your screen, you have an option to Edit icon to each author, as shown below.
• Click the Edit icon to change or edit the Corresponding details of the author.

• Select the option Yes or No in Corresponding Author field to change the corresponding author.
• Select and fill the correspondence label and details, as shown below.
• Once changes in the Correspondence field is done, click the Update button, to update the changes.

• Once changes in the correspondence field are complete, changes will be updated in yellow highlight. Confirm the changes by clicking the Done button. Overall changes will then be visible in the correspondence field.

Footnote

• Click the Edit icon on the right corner of the Footnote sections.
• Existing footnotes can be edited or removed by clicking or icons. After making edits, click on the Update button to update.
• On the right side of your screen, you have an option to add a new footnote by selecting the icon + Add New Footnote.

• Option to select the Footnote type from the provided list, as shown below.

• Once after selecting the footnote type, you can add the new footnote and click the Add button to proceed.
• Changes will be updated in Green highlight and then confirm the changes by clicking the Done button.

• Updated footnote will be available in Footnote section.

Keywords

• Click the Edit icon on the right corner of the keyword section.
• Existing keywords can be edited directly by changing the text in keyword content. Keyword can be removed by clicking the icon. After making edits, click on the Done button to update the changes.

• Click theicon to change the keywords in the alphabetical order in the list.
• Click theicon to order or re-order the keywords in the list.

• Click the + Add Keyword option to add new keyword and then click Done button to update the keyword in the list.
• After making changes in the keyword section, once clicking the Done button, changes will be visible in the keyword section with reset icon in the right corner of the section, as shown below.
• Once again, we can make edit or reset the keyword section using icons, if required.
.

Funding

• Click the Edit icon on the right corner of the funding section. Funding details with editing options are available, as shown below.
• Each funding resource have three options Add icon, Edit icon, and Delete icon to edit the funding details.

• Click the Add icon to insert or add new funding details like Funding source, Funding Doi, and Award number/grant sponsor to the section. Each funding resource have this Add icon, you can insert the funding details in the respective order as needed.

• Click the icon to add one or more Award number/grant sponsor to the funding resource as shown below. Click Done button, once the details are inserted in the section or click Cancel button, if no edits/changes are made in the section.

• Click the Edit icon in the existing the funding resources to make edits or changes in the existing funding information and click Done button to update the changes.

• Click the Delete icon in the existing the funding resources to delete/remove the existing funding information. Click Yes to confirm the deletion.

• Once the deletion is done, you can see the deleted funding information in the funding section, as shown below.

Abbreviation

•Directly type or insert the text to edit or change the Abbreviation content in the existing abbreviation comment box.

• Click the drag icon to re-order or change the abbreviation list in the abbreviation section by dragging and placing them accordingly.
• Once re-order is done, re-ordered abbreviation list will be shown as below. Click icon at the end of the deleted abbreviation section to reset/undo the correction, if required.

• Click theicon to change the abbreviations in the alphabetical order in the list. Once the sorting is done, the following pop-up message Sorted Successfully will appear on the screen.
• Click theicon to order or re-order the abbreviations in the list.

• Delete or remove the abbreviation from the list by clicking the Delete icon on the right corner of the abbreviation sections.
• Deleted abbreviation will be removed from the abbreviation section, as shown below.

• Click the + Add Abbreviations button to add new abbreviation to the section, then click the Done button to insert the new abbreviation in the list, as shown below.

• After adding new abbreviation in the abbreviation list, inserted new abbreviation will be visible in the abbreviation section, as shown below.

• Once overall changes is done, click the Done button, overall changes will be visible in the abbreviation section, as shown below.

Table

The table placement cannot be changed in the Edit screen. If you wish to move a table within the article, please add a comment with details of where the table should be placed.
To insert a new table in the Edit window:
• Click the icon “Table” from the Navigation Panel on the right side of the Edit screen.
• Place the cursor in the article where the table should be inserted and right-click to open a pop-up window.
• In the pop-up window, select “Table” and then select the required number of rows and columns.
• A table with the specified requirements will be inserted into the article, as shown below.
• Once you insert the new table, respective table citation will be added to the paragraph above the newly inserted table in the article.

• If you want to delete the table, click the delete icon next to the label.

• A deleted table will be visible in the article with a note Table has been deleted, as shown below.
• Every insert/delete will be available in Edit Summary as well as in Table section.

•Click the Edit icon on the right side of the table footnote section to edit or change the footnote content.
•Editing screen will open on the right side of the screen, as shown below.

•Click the icon to add table footnote citation in the table column.

•Place the cursor position on table column to add citation and click the icon. Click Yes to confirm the insertion of the table footnote citation, as shown below.

•Table footnote citation is added to the table, as shown below.

•Click the Edit icon in the existing table footnote to make edits or changes in the existing footnote text and click Done button to update the changes.

•Click the Delete icon in the existing table footnote to delete/remove the existing footnote.
•Table footnote is deleted from the table and its corresponding citations will be deleted in the table column, as shown below. Click icon at the end of the deleted table footnote to reset/undo the correction, if required.

•Also you have an option to add a new footnote by selecting the icon + Add Table Footnote.
•Place the cursor position on table column to add citation of the new footnote, as shown below.

• Then select the footnote label type from the provided list, as shown below.

• Once after selecting the footnote label type, you can type or insert the new table footnote text in the comment box and click the Done button to proceed.
• Updated footnote text will be shown in Green highlight in the table footnote section with respective citation in the table column, as shown below.

Special Character

Special characters cannot be added using the keyboard. To add special characters and symbols, use the “Special Character” option.

• Place the cursor where the character should be inserted.
• Click the icon “Special Character” in the Menu toolbar to open the window of symbols.
• Search for or select the required symbol and it will be inserted into the article as shown below.

Additional Formats

Additional format text style cannot be added using the keyboard. To add extra characters and symbols, we have added two new symbols “Small caps” and “Monospace” options.

• Select the text or place the cursor where the special text style should to be inserted or updated.
• Click the icon for “Small Caps” and for “Monospace” in the Menu toolbar.
• Edited or changed content will be updated with yellow highlight into the article as shown below.

Text Zooming scroll bar — User can zoom-in/zoom-out the text using the horizontal scroll bar to Zoom-in and Zoom-out the text in the article, as show below.

Add/delete citation

• Click the icon in the toolbar to insert the citations for table, figure, reference, scheme, equation in the article.

• Select or place the cursor where the new citation should be inserted, as shown below.

• Select the citation option to be inserted from the citation toolbar.

• After selecting the citation option, select the corresponding label or citation to be inserted in the selected place in the article and click Add button to add citation.
(Note: If user want to add or delete the scheme, use “Figure citation” options)

• Selected citation has been inserted in the article, as shown below.

• There is another option to add, edit, delete the citations through Right-click option. Select or place the cursor where the new citation should be edited and right-click to get the options, as shown below.

Comment

Comments with attachments allow the author or editor to give information or instructions to the typesetter within the article.

• Click the icon “Comments” from the Navigation Panel on the right side of the Edit screen.
• To insert a comment and/or attach files, select the text within the article and click the “Add Comment” option in the Menu toolbar.
• Alternatively, place the cursor where the comment and/or attachment should be inserted in the proofing screen and right-click to open a pop-up window.
• In the pop-up window that appears, select “Add Comment”. Enter your comment, choose a file to attach if needed and click “Save” and if you want to ignore the comment, click “Cancel”.

Note: Using the edit option shown in the inserted comment, added comments can be modified. You are able to edit or delete the existing comment when you double-click it.

Attachment

Any files that may be useful to the editor for reference during the revision process may be attached to the article.

• Click the icon “Add Attachment” in the Menu toolbar.
• In the pop-up window that appears, click the “Choose File” button and locate the file you want to upload.
• Once the file is selected, click “Save” to upload the file and if you want to ignore the attachment, click “Cancel”, as shown below.

Supplementary attachment- User can use the option to Add/Replace/Undo the supplementary section, as show below.

Insert/Edit link

• Select the text or section or content to be hyperlinked.

• Click the icon “Insert/Edit link” in the Menu toolbar to open the window.

• Select the option from the “Link Type” to edit or insert the hyperlink for various fields like, URL, DOI, Database, Supplemental, Sections links in the article.

• Select the option from the “Link Type” to edit or insert the hyperlink for various fields like, URL, DOI, Database, Supplemental, Sections links in the article.

• Once user selects the “Link Type”, the respective field or comment box will be displayed. For example, if URL/doi link type is selected, respective comment box will be displayed to enter the link/doi, as shown below

• If database link type is selected, the user need to select the database type and provide the accession number in the respective field and click “Insert” option, provided.

• If user selects “Supplemental link/sections” type, user need to select the appropriate supplementary citation/section heading and click on the “Insert/Edit link” in the Menu toolbar to open the window and click “Insert” option, provided.

Note: For linking section headings, the user need to select the section listed as shown in the below screenshot.

• Once the content or sections are selected, user can click “Insert” to insert the hyperlink.

• Edit or unlink option: Click on the hyperlink text you want to edit. User can edit the link and can unlink the hyperlink by using the option “ Unlink URL”.

Figure and Scheme Management

To insert a new Figure/Scheme/Visual abstract in the Edit window:

• Place the cursor in the article where the new figure should be inserted and click the icon “Insert Figure ” from the tool bar.

• In the pop-up window, select the “Caption Type” and provide or update the required image and its respective caption, as shown below.

• User can also add comments to the newly added image in the provided column, if required.

• Once user insert the new figure, respective figure citation will be added to the paragraph above the newly inserted figure in the article and the figure inserted will be displayed in the Figure navigation panel under the respective figure caption, as shown below.

Figure Management allow the user to replace the figure.

• Click the “Edit” option at the end of Figure caption to edit or replace with the new figure.

• Click the icon or drag and drop figure to upload a new figure.
• Click the icon to zoom-in the figure.
• Click the icon to zoom-out the figure.
• Click the icon to reset the default.
• Type the comment if any, and click “Save”, and if you want to ignore the attachment,click “Cancel”.
• The comment inserted will be displayed in the Figure navigation panel under the respective figure caption, as shown below.

• Click the "Annotate Image" icon to edit or add instruction to the figure by clicking +Add Note button.
• Type one or more comments or instruction to the figure by clicking +Add note each time for each comments and click OK to update the comment; click Delete to delete the inserted comment; if user want to ignore, click “Cancel”.

• User can drag and drop the comments in the required places within the figure, as shown below. That is, double click and drag the comment box to move it within the window.

• Type the comment if any, and click “Save”, and if you want to ignore the attachment, click “Cancel”.
• Once the correction is done, the figure will be displayed with the Note, as shown below.

• Click the “reset” option at the end of Figure caption to Reset the edited/annotated figure in the proofing tool.

Box Figure : Click the “Edit” option at the end of box figure to edit or replace, as show below.

SCHEME MANAGEMENT

• Schemes are included under the figures widget on the right side navigation panel.

Scheme: Click the “Edit” option at the end of scheme to edit or replace, as show below.

• Type the comment if any, and click “Save”, and if you want to ignore the attachment, click “Cancel”.
• The comment inserted will be displayed in the Figure navigation panel under the respective scheme caption, as shown below.

• Click the "Annotate image" icon to edit or add instruction to the scheme by clicking +Add Note button.
• Type one or more comments or instruction to the scheme by clicking +Add note each time for each comments and click OK to update the comment; click Delete to delete the inserted comment; if you want to ignore, click “Cancel”.

• You can drag and drop the comments in the required places within the scheme, as shown below.

• Type the comment if any, and click “Save”, and if you want to ignore the attachment, click “Cancel”.
• Once the correction is done, the scheme will be displayed with the Note, as shown below.

• Click the “reset” option at the end of scheme caption to Reset the edited/annotated scheme in the proofing tool.

VISUAL ABSTRACT

• Graphical abstract is included under the figures widget on the right side navigation panel.

Supplementary Information

If the article has supplementary information, the navigation panel has the Supplementary Material section, as shown below.

• Once you click the supplementary material section in the navigation panel, it will navigate you to the respective section in the article.
Note: Author has an option only to download the supplementary information,as shown above.

• PE has access to add/delete/replace/download the supplementary information, as shown below.

• PE can add new documents like pdf, doc, images, by clicking the icon “Add”, as shown below and click “Save”.

• Once new document is added, Delete & Replace options are available, as shown below.

• Click the icon “Delete” to delete the existing SI document in the article.
Note: Undo option is available after deletion.

• Click the icon to replace the existing SI document in the article.

Add Math

To insert or edit math equations in your article:

• Place the cursor where the equation should be inserted.
• Click the ∑ icon “Add Math” in the Menu toolbar to open the pop-up window.
• Create or modify equations as shown below.

• Create equations using handwritten mode option in the right corner of the math panel, as shown below.

• User can return back to the keyboard option by clicking Use Keyboard in the left corner of the math panel.

• In proofing tool, the MathJax option has been used to show the equation as image, as shown below.

• Also user can preview the equation by clicking MathJax Preview option.

Add Reference

In this example, a new reference is inserted between References 2 and 6 (Reference highlighted in the green shade below).

Step 1: Click the icon “Add” that appears at the end of each reference (as shown above) to open the “Reference – Add” window.

Step 2: Place the cursor where the new reference should be cited in the proofing screen and click “OK” in the “Reference – Add” window.

Step 3: A blank textbox will appear for you to enter the new reference. After inserting the new reference, click “Insert” so that the reference can be inserted and validated against the Crossref database.

When the validation process is completed, click “Insert”. If the reference is not validated the given reference will be added as plain text.

Step 4: You can insert the new reference by choosing the option Doi or PubMed. Enter the reference doi or pubmed id, and click “Validate”so that the reference can be validated against the database, and the corresponding reference will be automatically appear in the textbox.

Step 5: The new reference will be cited at the selected location in the text and added to the reference list. The reference number will be automatically assigned based on the existing count. In this example, the new reference will become 7 and Reference 6 will be changed to Reference 8, with all subsequent references and citations renumbered accordingly.

Add Reference by Range

To insert a reference within a range of references cited in the text, e.g., 2-5:

Step 1: Click the icon “Add” that appears at the end of each reference (as shown below) to open the “Reference – Add” window..

Step 2: Place the cursor where the new reference should be cited in the proofing screen (only where the references are cited in range) and click “OK”.

Step 3: Select the number for your new reference using the “Range” drop-down menu, and insert the new reference in the provided blank textbox.

Step 4: After inserting the new reference, click “Validate” so that the reference can be validated against the Crossref database, as shown below.

Step 5: If the reference is not found in database after validation, click on the Add Reference button to open the Form Field option to insert reference. You can enter the reference details in the provided field and you can preview the entered reference by clicking Preview option, after preview, click on the Save option.

Step 6: Once the validation process is completed, click “Insert”, as shown below.
Also, the new reference will be cited at the selected location in the text and added to the reference list accordingly.

Add Reference Citation

To add a missing citation for a reference already in the reference list:

Step 1: Place the cursor where the new citation should be inserted and right-click.

Step 2: Select the “Add Citation” button in the pop-up window.

Step 3: The “Reference – Citation” window will appear. Select “OK”.

Step 4: Another pop-up window with all references will appear.
If it is a numbered reference, then select the Reference number to be cited in the text and then click “Insert”.

For unnumbered author–date citations, select the reference to be cited in the text from the provided list, and then click “Insert”.

Step 5: The reference will be cited in the selected location in the text, as shown below.

Edit Reference

Step 1: Select the reference to be edited and then click the icon “Edit” button that appears at the end of each reference.

Step 2: The “Reference – Edit” window will appear, as shown below.

Step 3: In the “Reference – Edit” window, select the respective formatting icons required for editing.

Step 4:After making edits in the reference, click “Validate”, so that the reference can be validated against the Crossref database.

If the reference is not correct and not valid over crossref database, then the notification message will be displayed as: “Reference not valid”.

If the reference is correct and valid, then the notification message will be displayed as: “Reference valid”.

Step 5: When you have made the necessary edits, click the “Update”. The changes will be reflected in the reference list, as shown below.

Delete Reference

In this example, a reference is selected from the reference list for deletion (highlighted by the red box).

Step 1: Click the icon “Delete” that appears at the end of each reference.

Step 2: The “Reference – Delete” window will appear. Select the “Delete” option in the reference delete window, as shown below.

Step 3: When you click “Delete”, the reference from the list and its citation in the text will be deleted.

Reference Format

Book Ref:

Journal Ref:

Other Ref:

Delete reference citation

• If user wants to delete the reference citation, select the reference citation that should be deleted, and click the icon in the toolbar to delete the citations for reference selected in the article as shown below.

• There is another option to delete the citations through Right-click option. Select or place the cursor where the citation should be edited and right-click to get the options, as shown below.

• If user wants to delete the reference citation from range, user can select the particular reference from the drop-down menu dialog box appears as shown below.

Invite Collaborator

Invite Collaborators for Proofing

Step 1: Click . The Invite Collaborator window opens as shown below.

Step 2: Enter the collaborator Name.
Step 3: Enter the email address of the collaborator.
Step 4: Set the proofing duration for the collaborator.

Step 5: Enter a Message, if any, for the collaborator.
Step 6: Click . The following notification message will pop-up, as shown below.

Step 7:An invitation is sent to the collaborator, and the collaborator information is added to the invitee list as shown below.

Step 8: Close the proof using Close button, so that the invitee is able to edit the proof.
Note: Unless you close the proof, the invitee will have read-only access to the proof.

Extend the Editing Duration

Step 1: Click edit icon to the right of the invitee you want to edit. The Update Collaborator window opens as shown below.

Step 2:Extend the proofing duration by selection the time duration in the panel.

Step 3: Click . Once the editing duration is updated, the following pop-up message Updated Successfully will appear on the screen.

Send a Reminder Email to the Collaborator

Step 1: Select the checkbox next to the collaborator to whom you want to send the reminder email.

Step 2: Click icon. A reminder email will be sent to the collaborator, and the following pop-up message Reminded Successfully will appear on the screen.

Revoke an Invitation

Step 1: Select the checkbox next to the collaborator from whom you want to revoke the invitation.

Step 2: Click icon. The following option Yes or No will pop-up to confirm the revoke.

Once by clicking Yes to revoke, the invite will be revoked and an email is sent to the collaborator, and the following pop-up message Stopped Successfully will appear on the screen.

Once the invitation is revoked, then the status will be updated in the invitee list as highlighted below.

Track PDF and Track-Changed PDF

• Click on the “PDF” tab to view the PDF version of the article. You can print or download the PDF using the buttons in the upper-right corner of the “PDF” window.

• The PDF shown is how the article currently looks. Any changes made to the HTML text will not immediately reflect in the “PDF”

• Click on the button in the upper-right corner of the “PDF” window. You can have the PDF view option and document property details of the PDF.

• After submitting your corrections, click the “Track PDF” tab to view the updated PDF of the article with track changes. You can also print or download this PDF using the buttons in the upper-right corner of the “Track PDF” window.
• This PDF is provided for you to view the changes made at editing stage. Please note you cannot make edits in this PDF.

• User has been provided option to export the track change PDF with comments before submission.

• Click the button to download the Annotated PDF of the article.
Once OK button is clicked, you cannot use the Smartproof again for editing purpose.

• Annotated figure notes appears under each annotated figure in the Track pdf in order with numbering, as shown below.

• Visibility of Assign error code is available in the Track pdf.

• Annotate PDF workflow/UI —
1) Provided option to create two PDFs in the UI. One for read-only setting and another with annotate option.
2) Smart Proof Annotate PDF UI to have option to return to the Smart Proof HTML.

Submit Corrections

• Once all corrections are completed, save the work and ensure all author queries are answered.
• Approve the article by clicking the “Submit” button available in the upper-right corner as shown in the below image.
• Further changes will not be accepted once corrections are submitted.

Contact Us

• Click the available in the upper right-hand corner of the screen for any clarification or support.
• By clicking “Contact US” option, Contact pop-up window will appear, as shown below.

• Select the “Category” from the category type option provided, as shown below.

• Enter the comment or instruction in the comment box if needed.
• Attach any documents if any, by clicking the option.

•Click “Submit” button to submit the form.

Log Out

• You may save your work, log out, and return later to finish your edits. Please return to submit your corrections within 48 hours.
• The “Log out” option is available in the upper right-hand corner of the screen, as shown below.

TIME OUT MESSAGE POP-UP: Enabled the automation to logout the Smart Proof page if the screen is idle for more than 15 minutes. i.e., if Smart Proof page is idle for more than more than 10 minutes, warning message will pop-up; if Smart Proof page is idle for more than 15 minutes, the Smart Proof page will logout automatically.

Warning Message pop-up Save & logout message

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