Share a proof within ÃÛ¶¹ÊÓƵ Workfront
You can share a proofed document within ÃÛ¶¹ÊÓƵ Workfront by sharing the document or by adding users to the proof.
If you share the proof, as explained in this article, your recipient has the same access to the document and the proof. In addition, you can request approval for the proof from the recipient.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan* |
Current plan: Pro or Higher or Legacy plan: Select or Premium For more information about proofing access with the different plans, see Access to proofing functionality in Workfront. |
| ÃÛ¶¹ÊÓƵ Workfront license* |
Current plan: Work or Plan Legacy plan: Any (You must have proofing enabled for the user) |
| Proof Permission Profile | Manager or higher |
| Proof Role | Author or Moderator |
| Access level configurations* |
Edit access to Documents For information on requesting additional access, see Request access to objects. |
*To find out what plan, role, or Proof Permission Profile you have, contact your Workfront or Workfront Proof administrator.
Share a proof link
Sharing a proof link grants Workfront users viewing access. Users can comment on the proof and subscribe to email notifications for the proof using their Workfront login credentials. Non-proofing users can comment and subscribe using an email address and display name.
-
Select the document that contains the proof you want to share with users.
You can select only one document. You cannot share the link for multiple documents at the same time.
-
Click Share > Proof Link.
-
In the Proof link box that appears, do either of the following:
-
To copy the link to your clipboard, click Copy link.
You can now distribute the link via a third-party tool, such as a chat or an email application.
-
To email the link directly from ÃÛ¶¹ÊÓƵ Workfront, do the following:
-
In the Or email link to field, begin typing and select the name of your recipient. Or specify the email address of an external user who you want to share with.
note note NOTE If you see an alias email when sharing a proof, don’t create a new guest user by entering the original email if a corresponding alias email exists. -
Select from the following options:
table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header Send public link Includes a button in the email notification that directs users to the proof within the proofing viewer they are using and grants View access.
If Subscribe to proof via public URL or embed code is turned off for the proof, users can sign in with their Workfront login credentials to add comments to the proof. If it is turned on, anyone providing their email address and name (no password required) can sign and add comments to the proof.
Send download link Includes a button in the email notification that directs users to a download page, which provides file details, file name, and file size, with the file displayed inline. Users can click the Download link from the download page to download the file. Add custom message Allows you to specify a custom subject and body for the email notification. -
Click Send.
Your recipients receive an email notification containing information about the proof and the buttons you chose to include.
-
-
Add users to a proof
You can add any Workfront user to the proof if you have Edit rights on the proof. If the proof has multiple stages, you add the user to an individual stage
- Your recipients do not need to have proofing enabled in order to review the proof.
- When Automated Workflow is enabled and you add a user to the proof who does not have proofing enabled in Workfront, a new stage is created within the Automated Workflow. The user who you are adding is automatically added to this new stage when they view the proof for the first time. (For more information, see Automated Workflow overview.)
Add users to an existing proof from the Documents tab
-
Select the document that contains the proof that you want to add users to.
-
If the proof does not have an automated workflow (stages), click the More icon in the upper-right corner of the Stage 1 section, then click Share in the drop-down menu.
Or
If the proof does have an Automated Workflow, click the More icon in the upper-right corner of the stage where you want to add the reviewer, then click Share in the drop-down menu.
-
In the Share this version box that appears, under Share, begin typing the name or email address of a user who you want to share the proof with, then click the name when it appears in the drop-down list.
-
(Optional) Repeat this step to add multiple users to the proof.
-
(Optional) Set a deadline for the reviewers.
-
(Optional) Make sure Notify people by email is selected if you want to let the reviewers know you have added them to the proof.
-
(Optional) Add a custom message to the email.
-
When you have added all the reviewers, click Share.
Add users to an existing proof from the proofing viewer
You can add users to a proof while you review a proof in the Web Proofing Viewer and in the Desktop Proofing Viewer.
For more information, see Share a proof by adding users to it in the article Share a proof from the proofing viewer
Report on proofing approvals
You can create a report that reports on the proofing approvals that have been shared within Workfront. This report provides the following proof approval information in your system:
- Document that was submitted for approval
- Name of the approver
- Proof version
- Proof ID
- Proof creation date
You access this approval when creating a report based on an object, as described in Create a custom report.
For more information about the Proof Approvals object report, see the Report on objects section in Understand objects in ÃÛ¶¹ÊÓƵ Workfront
Approve a shared proof
When a user adds you to a proof and grants either the Approver role or the Reviewer & Approver role using Automated Workflow, the approval request displays in the My Approvals widget in the Home area. You can then view the proof and make an approval decision on the proof directly from Workfront.
For information about how to make approval decisions from the My Approvals widget, see Approve work from the Home area or Approving work in Approving work.