Convert a basic workflow 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 Convert to Automated Workflow.

  3. Click New Stage in the top-right corner of the screen.

  4. 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.
  5. Click Add stage.

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

Previous pageEdit proof stages and reviewers
Next pageAdd stages and users to an Automated Workflow on a proof

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