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Add stages and users to an Automated Workflow on a proof

Last update: July 22, 2024
  • Topics:
  • Digital Content and Documents

CREATED FOR:

  • User

If you are the proof owner, you can add stages to an existing Automated Workflow.

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:

Adobe Workfront plan*

Current plan: Pro or Higher

or

Legacy plan: Premium

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)

Proof Permission ProfileManager or higher
Access level configurations*

Edit access to Documents

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

*To find out what plan, role, or Proof Permission Profile you have, contact your Workfront or Workfront Proof administrator.

Add stages and users to an Automated Workflow

  1. In the documents list, hover over the document, then click Proofing Workflow when it displays.

  2. Near the upper-right corner of Adobe Workfront, click New stage.

  3. Specify the following:

    NameAdd a name for your stage.
    DeadlineChoose a date for the deadline.
    Activate stageChoose when the stage should activate.
    Deadline optionsSelect how the deadline triggers.
    Lock stageChoose if the stage should be locked.
    Primary decision makerSpecify the primary decision maker.
    DecisionChoose if only one decision is required.
    PrivacyChoose if the stage is private.
    Add usersEnter a contact name or email address, choose the proof role, then configure email alerts.
  4. Click Add stage.

  5. (Optional) Repeat steps 3 and 4 until your satisfied with your workflow.

  6. Click Done.

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