Convert a basic workflow to an Automated Workflow on a proof

If you are the proof owner, you can convert the basic workflow on an existing proof to an Automated Workflow.

Access requirements

Expand to view access requirements for the functionality in this article.
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Adobe Workfront package Any
Adobe Workfront license

Standard

Work or Plan

Proof Permission Profile Manager or higher
Access level configurations Edit access to Documents

For information, see Access requirements in Workfront documentation.

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:

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    Name Add a name for your stage.
    Deadline Choose a date for the deadline.
    Activate stage Choose when the stage should activate.
    Deadline options Select how the deadline triggers.
    Lock stage Choose if the stage should be locked.
    Primary decision maker Specify the primary decision maker.
    Decision Choose if only one decision is required.
    Privacy Choose if the stage is private.
    Add users Enter 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.

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