Manage Proof Details in Workfront Proof

Proof name: Workfront Proof creates the proof name (in large print in the upper-left corner) using the name of the original file used to create the proof, unless you name the proof when you are creating it. You can click the name here to edit it.

Basic proof information:

• Folder: If the proof is stored in a folder, the name of the folder displays along with the number of people with whom the folder has been shared. You can change the proof’s location to a different location here. For more information, see Manage Folders in Workfront Proof.

• File Name: For combined proofs, you can Click to view a list of files contained in the proof.

• Owner: The person who owns the proof. You can choose a different owner for the proof here. For more information, see Proof Permissions Profiles in Workfront Proof.

• Delegated: If the Out of office function is enabled, the delegated owner of the proof displays. For more information, see Designating Temporary Proof Owners in Workfront Proof.

• Created: Time and date when the proof was uploaded.

• State: Current state of the proof. You can change the state of the proof here. For more information, see View the Progress and Status of a Proof in Workfront Proof.

• ID: A unique number assigned to every proof created in Workfront Proof.

Action buttons above basic proof details:

• Go to proof: Opens the proof in the proofing viewer.

• Share: Lets you share the proof with reviewers. See Share a Proof in Workfront Proof.

• Download: For combined proofs, lets you to download individual files (packed to a ZIP file). See Download Files Stored in Workfront Proof.

• Print comments. Lets you create a printable report of the proof that includes all decisions, comments and markups. See Print and Export Comments in Workfront Proof.

• More: This menu provides several actions.

  • Export to Excel: For information about exporting a proof to Excel, see Print and Export Comments in Workfront Proof.

  • Copy this version and Copy with new file: For information about copying a version of a proof, see Copying Proofs in Workfront Proof.

  • Lock: Locking a proof moves it out of the active state into a locked state.

    When a proof is locked, commenting and making decisions is no longer possible on the proof. You can set a proof to automatically lock when all decisions are made by applying this setting on the proof.

  • If you upload a new version of a proof, the previous version are automatically locked. For more information, see .

  • Change Previous Version: lets you link separate proofs as versions in the same proof chain (and retain all markups and comments on each of the proofs). This must be done from the Proof details page of the proof that is to be the most recent version of the proof. See Managing Proof Versions in Workfront Proof for more information.

  • Remove link to previous version: Lets you unlink the proof you’re currently viewing from its parent proof (previous version) without linking it to another proof in your account. For more information, see Managing Proof Versions in Workfront Proof in Managing Proof Versions in Workfront Proof.

  • Convert to automated workflow: Lets you convert the workflow for the proof from basic to automated. For more information, see Automated Workflow overview.

• Workflow section: Lets you to check the progress and deadline on the proof and modify the settings of workflow stages and individual reviewers.

  Workflow stages are created automatically by the system grouping reviewers using the deadlines set for them. You can add people to stages by setting the stage deadline for them (providing that the deadline date isn’t in the past). You can also review the progress and decisions of individual reviewers on the proof and modify their roles on the proof and email alerts.

  For information about editing a stage, see Edit proof stages and reviewers.

  note note
  NOTE
  You must have edit rights on the proof to edit proof stages and reviewers’ details. See Manage Proof Roles in Workfront Proof and Proof Permissions Profiles in Workfront Proof for more information.

• More sharing options section: Lets you enable the Proof URL and the Embed code. If you use the Basecamp integration with Workfront Proof, this section also lets you add the proof to a Basecamp project, change the project the proof was added to (click Edit), and access the proof in Basecamp (click the link provided).

• Settings section: Lets you change settings as described in Configure Proof Settings in Workfront Proof.

• Activity section: Shows you a list of all actions performed on the proof in chronological order, providing an audit trail for the proof. This includes the date and details of any recent activity on the proof. Along with the Messages section, the Activity section provides a full overview of the review process on the proof, which is particularly useful to Project Managers in charge of the approval process.

• Messages section: Lists the details of all email activity for the proof. For more information, see Configure email notification settings in Workfront Proof.

  You can also view the entire message that was sent to the reviewers by hovering over the “i” icon to the right of the message, then clicking Show full message.