Create an advanced proof with a Basic workflow

Allows the Workfront user to do the following:

• Resolve a comment after it has been addressed, as explained in Resolve proof comments.
• Apply actions to comments, as explained in Use actions on proof comments.

Allows the reviewer to add any Workfront user to the proof as explained in Tag users to share a proof.

Note:

If these two options are unavailable (dimmed), the user already has a permission profile that allows resolving comments, applying actions to comments, and tagging any user.

If the options do not display, the person you added is not a Workfront license holder.

Workfront sends an email to the reviewer every time there is any activity on the proof, such as a new comment, reply, or decision.

This is a great option for the person who is managing the proofing process because it allows them to see the activity as it happens.

Users do not receive an email alert about their own activity.

An email is sent to the reviewer only if someone replies explicitly to their comment (this excludes their own replies on their own comments). This means that if somebody on the proof makes a new comment, the reviewer is not notified.

This setting is recommended for your clients on the proof so that they are not notified of any other comments on the proof, and are notified only of replies to their own comments.

Although reviewers with this email alert setting are not notified of other new comments, they can still view all comments on the proof in the proofing viewer.

For information about comments, see View and reply to proof comments.

Workfront sends an email to the reviewer only when someone makes a decision.

This can be useful for the person who is managing the approval process (such as a project manager) and needs to monitor progress on the proof and see which users have made their decision.

You are not notified of your own decision unless you select an email confirmation option when submitting your decision.

Workfront sends an email when the last approver on the proof has made their decision.

This alert is often used by the designer, who does not usually need to take part in the actual review discussion. When the final decision is made, the designer is notified and can then take action on any necessary changes.

This alert can also be useful for a department leader who needs to be notified only when the review process is finished.

Workfront sends an email to the reviewer every hour with a summary of all the comments, replies, and decisions that have occurred in the hour.

The email is sent only when activity besides your own occurs within the past hour.

This alert is a good way of seeing an overview of the project.

An example use case for this summary is a senior reviewer who needs an overview of the project but does not need to be notified immediately of all activity on the proof.

Workfront sends one email with all comments, replies, and decisions listed only on days when there is activity besides your own.

This alert is a good way of seeing a summary of the project without being overwhelmed with multiple updates throughout the day.

An example use case for this summary is a department leader who wants to monitor the overall progress of the project.

For more information, see Manage notifications for proof comments and decisions.

Workfront does not send any email alerts.
This is useful for a person who is added to a proof only for reference purposes and does not need to be notified of any changes.

The system default is Daily summary (also seen as Not Set). If you or your reviewers do not make any other changes, all your proofs have this setting.

When this option is disabled (default), anyone with the URL is able to view the proof.
When this option is selected:

• Only Workfront Proof users are able to view the proof.
• Users cannot sign in to the proof unless they have been added to the proof.
• Subscriptions cannot be enabled.

When this option is selected, people who have not been added explicitly to the proof can subscribe to the proof. The person subscribing to the proof is granted the role and email that you define in the following settings:

• Subscriber role:  The default proof role that is assigned to all reviewers that subscribe to the proof.
• Email alert settings for subscribers:  The default email alert that is assigned to all reviewers that subscribe to the proof.

• Proof access via email link required for:  Configure whether the subscriber receives an email with a link to the proof. You can select No email (email link is not required to access the proof), Proof notification email only (subscriber receives a link to the proof via email without any verification), or Validation and proof notification emails (subscriber receives a link to the proof via email and must click the link to access a proof, the purpose of this option is to ensure that the person has entered a correct email address to which they have access).

Note:  If the proofs have Automated Workflow attached all subscriptions will generate confirmation emails to the proof Owners, so they could decide which stage the person should be added to.