Create a new version of a proof

Open the document list that contains the proof.

From your computer’s file system, drag and drop a new file over the proof.

Or

Select the row where the proof is listed, click Add new > Version, then click the option you want to use to add the new version of the proof.

Open the proof.

Click the Version drop-down menu in the upper-left corner, then click + New version in the box that appears.

On the New proof version of page that appears, you can see all the reviewers from the previous version, including their roles and email notification settings. You can easily edit the roles and notifications of existing reviewers or remove existing reviewers from the new version on this page.

Under Add files, upload a file as a new version of the proof by dragging and dropping from your computer or by clicking browse and selecting the file you want. You can type a  Proof name  for the version or leave this box blank to use the same filename with a version number added on the end.

Or

Capture a web page as a new version of the proof by typing a URL.

Under Workflow, make any of the following changes to specify the reviewers for this version of the proof.

Reviewers from the previous version are replaced by the reviewers you add.

• Change the Owner of the version to another user in your account.
  For information about owner permissions, see Proof Permissions Profiles in Workfront Proof.

• Using the Type contact name or email address to add a recipient box, add reviewers to the version. You can specify a Proof role and an Email alerts type for each recipient.

  For information about adding groups to the proof, see  Add Groups to a Proof. For information about roles, see Manage Proof Roles in Workfront Proof.

  note note
  NOTE
  If the creator or owner of  the proof has The Proof Made email disabled by default (in their personal settings), they won’t receive any Proof made or New proof emails even if the Notify people by email box is checked on the New proof page. For information about email notifications, see Configure email notification settings in Workfront Proof. See also The Proof Made email and New proof email.

• Set a proof deadline for the version.

• Hover over a reviewer’s name to see any decisions he or she made on a previous version.

Under Email notification, do any of the following:

• Specify whether you want to notify the reviewers of the new version.
  Your selection will be logged in the Activity section of the Proof details page. For more information, see Manage Proof Details in Workfront Proof.

• Add a custom subject and message.

In the Organization section, do any of the following:

• Apply one or more tags to the proof. For more information, see Create and Manage Tags in Workfront Proof.
  Note that tags are inherited from the previous version of the proof, as well. If you add a new tag to the new version, previous versions are also tagged.

• Add the version to a folder. See Manage Folders in Workfront Proof for more information. The folder will be copied from the previous version of the proof. If you select a different folder, the whole proof (all versions) will be moved.

• Billing administrators and Administrators can make the folder field mandatory across the whole account on the Settings tab. See for more information.

Under Proof settings, make any of the changes below:

• Require login on the proof
• Require electronic signatures on the proof (Enterprise plan only)
• Lock the proof when all decisions are made
• Allow or block download of original file
• Public sharing of the proof, including public sharing settings
• Subscription to the proof
  The selections made in this section will be shown in the Proof details page (where some fields can be edited). For more information, see Manage Proof Details in Workfront Proof.