Configure proof settings for your organization

Last update: August 20, 2024

CREATED FOR:

Admin

As an Adobe Workfront administrator or Workfront Proof administrator, you can customize the default proof settings for your organization. These settings include default sharing options, branding, and more.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following:

Adobe Workfront plan*

Current plan: Pro or Higher

Legacy plan: Premium or Select

For more information about proofing access with the different plans, see Access to proofing functionality in Workfront.

Adobe Workfront license*

Current plan: Work or Plan

Legacy plan: Any (You must have proofing enabled for the user)

Access level configurations*

You must have Administrator selected in your Proof Permission Profile. For more information, see Configure a user's proofing access.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Configure actions

For information about using actions in the proofing viewer, see Use actions on proof comments.

You can configure actions for your organization in the following ways:

Add or rename an action
Deactivate or reactivate an action
Reorder actions

Add or rename an action

From Workfront, click the Main Menu icon , or (if available), click the Main Menu icon in the upper-left corner , then click Proofing to access Workfront Proof.
Click Settings > Account settings in the upper-right corner of the Workfront Proof interface, then click the Settings tab.
Do either of the following:
- To create a new action, in the Actions section, click New action.
  
  There is no limit to the number of actions you can set up in your account.
- To rename an existing action, click Setup next to the action.
Type a name for the action, then click Save.
Click Save.

Deactivate or reactivate an action

From Workfront, click the Main Menu icon , or (if available), click the Main Menu icon in the upper-left corner , then click Proofing to access Workfront Proof.
Click Settings > Account settings in the upper-right corner of the Workfront Proof interface, then click the Settings tab.
Click Setup next to the action you want to deactivate or reactivate.
Select Activate or Deactivate, then click Save.

Reorder actions

From Workfront, click the Main Menu icon , or (if available), click the Main Menu icon in the upper-left corner , then click Proofing to access Workfront Proof.
Click Settings > Account settings in the upper-right corner of the Workfront Proof interface, then click the Settings tab.
Click the blue up and down arrows next to Setup to reorder the actions.

Configure custom devices for proofs

You can add any custom devices to your system, allowing users to review interactive content and simulate how the content appears on a specific device.

For information about how users can select devices when reviewing interactive content, see Change interactive proof resolution in the proofing viewer

To add a custom device:

From Workfront, click the Main Menu icon , or (if available), click the Main Menu icon in the upper-left corner , then click Proofing to access Workfront Proof.
Click Settings > Account settings in the upper-right corner of the Workfront Proof interface, then click the Settings tab.
In the Custom Devices for proofs section, click Add new device.

In the Add new device box that appears, specify the following information:

Name	The name users see when selecting the device in the Desktop Proofing Viewer, as described in Change interactive proof resolution in the proofing viewer.
Dimensions	Specify the dimensions to use for this device. Users see the dimensions displayed below the device name.
Ratio	Specify the ratio for the device.
Type	Select whether the device is a Mobile, Tablet, or Desktop.
User agent string	Enter the user agent for the device to provide information that makes our software run and display as designed for the device. You can obtain the user agent by going to https://www.whatismybrowser.com/detect/what-is-my-user-agent from the device.
Disabled	If this option is selected, the device is not available for users to select when reviewing interactive proofs.

Click Create.

Configure pop-up messages for proofs

You can configure pop-up messages on proofs to communicate general information to all reviewers in your organization.

You can configure messages to appear in the following situations:

On load message: Displays when the proof first opens. Useful for explaining to users how to review a proof or to provide a disclaimer or other legal text.
On decision message: Displays when a user selects a decision on a proof. Useful for giving your users checklists for things such as brand or regulatory compliance. For information about decisions, see Make a decision on a proof in the proofing viewer.
Confirm button text: The label that displays on the button in the On load pop-up message explained above.

To create pop-up messages for proofs:

Click Edit to the right of the message you want to customize.
Specify a message and include the appropriate formatting, then click Save.
(Optional) If you customized the On load message and you want to also customize the confirmation button label, click Edit to the right of Confirm button text, specify a label, then click Save.

Configure proof defaults

For information about configuring proof defaults for your organization, see Configure default proof settings.

You can specify who your organization’s proofs can be shared with, what versions are available for reviewers, and when proofs with an Automated Workflow are visible to users who are associated with a given stage.

For more detailed information about sharing settings within Workfront Proof, see Configure sharing settings for your users.

Brand the Workfront Proof site

If you are using Workfront Proof, you can set up branding for the following areas of the site:

The splash page that displays when the proof loads
Log in and Log out screens
Email notifications

For detailed information about how to brand the Workfront Proof site, see Brand the Workfront Proof site.

Configure advanced password settings

IMPORTANT

This option is available only for Legacy Workfront plans. If you are on a Pro, Business or Enterprise Workfront plan, you can no longer configure advanced password settings.

Under Advanced password settings, you can enhance password security for your users.

Click Setup to the right of the setting you want to configure:

Minimum password length	The default Workfront Proof password length is six characters. You may want to increase the number, depending on your organization's policies.
Character mix	You can force the users to use a mix of lowercase, uppercase, numbers, and symbols in their passwords. You decide how many characters the password should contain.
Maximum characters repetition	You can specify how many characters can repeat in each user's password.
Automatic password aging	Forces users to regularly change their password. You decide how often they will do so.
Number of password repetitions not allowed	Configure the number of password repetitions not allowed in your account.
Profile lockout	Locks your users out of the account after a number of unsuccessful login attempts that you specify. You also specify how long they should wait before they can access their account again.
Lock user if password not reset after 30 days	If your user doesn't change their initial password within 30 days from their profile activation, they are locked out of the account. Account Administrators can unlock (reactivate) users who get automatically locked by the system. This will give them additional seven days to change their password.
Lock user account if inactive for 120 days	If your user doesn't log into Workfront Proof or a Login-required proof for 120 days, they are locked out of the account.
Change password after first login	Requires users to change their temporary password after their first login. Account Administrators can unlock (reactivate) users who are automatically locked out by the system. or more password information, see Logging in and changing your password and email for Workfront Proof.

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