DocumentationWorkfrontWorkfront Guide

Upload proofs from InDesign

Last update: Mon Jul 29 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can upload your art boards as proofs directly to Adobe Workfront for a thorough review and approval.

Access requirements

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

You must have the following access to perform the steps in this article:

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Adobe Workfront plan*

Current plan: Pro or Higher

or

Legacy plan: Premium

For more information about proofing access with the different plans, see .
Adobe Workfront license*

Current plan: Work or Proof

Legacy plan: Any (You must have proofing enabled for the user)
Product You must have an Adobe Creative Cloud license in addition to a Workfront license.
Proof Permission Profile Manager or higher
Object permissions

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.

Prerequisites

Upload a Basic Proof

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

  2. Go to the work item where you want to upload a proof.

  3. Click the Document icon in the navigation bar.

  4. Click New File near the bottom of the plugin.

  5. Enable the Create a proof toggle.

  6. (Optional) Type a name for the proof in the Proof Name text box.

  7. In the Proof Approvals section, select Basic.

  8. (Optional) Add approvers.

  9. (Optional) Type a comment in the Updates area.

  10. Choose the Asset Type from the drop-down menu.

  11. (Optional) Select Add outside file to add a file from your computer.

  12. Click Upload, then configure any desired export options based on the asset type chosen above.


    The document appears in the Documents area in the plugin and the desktop app.

Upload an Automated Proof

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

  2. Go to the work item where you want to upload a proof.

  3. Click the Document icon in the navigation bar.

  4. Click New File near the bottom of the plugin.

  5. Enable the Create a proof toggle.

  6. (Optional) Type a name for the proof in the Proof Name text box.

  7. In the Proof Approvals section, select Automated.

  8. (Optional) In the Workflow Template box, type the name of a proof workflow template.

  9. (Optional) Adjust automated proof workflow settings

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    Proof stages
    Disable stages

    1. Toggle Select all to disable all stages.

      Or

    2. Toggle individual stages.
    Add recipients
    1. In the Add new recipient box, begin typing the user's name.
    2. Specify the Proof Role.
    3. Choose the type of email alerts for the recipient.
    Set a deadline
    1. Choose a deadline.
    Email notifications
    Notify recipients about the proof
    1. Enable the checkbox to notify users when the proof is created.
    Add a custom message
    1. Type a subject.
    2. Type the custom message.
NOTE
If there are any blank required fields in the workflow template, the automated proof settings open automatically, and you are required to populate those fields in order to upload the proof.

  1. (Optional) Type a comment in the Updates area.

  2. Choose the Asset Type from the drop-down menu.

  3. (Optional) Select Add outside file to add a file from your computer.

  4. Click Upload, then configure any desired export options based on the asset type chosen above.
    The document appears in the Documents area in the plugin and the desktop app.

Upload a new proof version

You can upload a new version of a proof. The plugin remembers the proofing workflow set on the previous version, but you can change this if you wish.

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

  2. Go to the work item you need to upload a document to.

  3. Click the Document icon in the navigation bar.

  4. Click New Version near the bottom of the plugin.

  5. Enable the Create a proof toggle.

  6. In the Proof approvals section, choose Basic or Automated.

  7. Add Reviewers or a Workflow template based on the approval type you selected in step 7.

  8. (Optional) Type a comment in the Updates area.

  9. Choose the Asset Type from the drop-down menu.

  10. Click Upload, then configure any desired export options based on the asset type chosen above.
    The document appears in the Documents area in the plugin and the desktop app.

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