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.

In the upper-left corner, click the Version drop-down menu, then click + New version in the box that appears. The new proof version page opens.

In the Add files section, upload a file as the new proof version by dragging and dropping it from your computer or by clicking browse and selecting a file.

Or

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

(Optional) Select the proof title and enter a new Proof name for the version.

In the Workflow section, make any of the following changes to add reviewers for this proof version (this will replace the previous version’s reviewers):

• (Optional) Change the Owner of the version to another user in your account.

  For information, see Proof Permissions Profiles in Workfront Proof.

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

  For information, see Add Groups to a Proof and Manage Proof Roles in Workfront Proof.

  note note
  NOTE
  If the proof creator or owner 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 recipients about this proof box is checked on the New proof page. For information, see Configure email notification settings in Workfront Proof, The Proof Made email, and New proof email.

• (Optional) Set a proof deadline.

• (Optional and Conditional) Select a new primary decision maker in the Transfer primary decision rights to drop-down.

• (Optional) Select the Require only one decision for this stage box to remove the option to set a user as the new primary decision maker.

In the Email notification section, select any of the following settings:

• (Optional) Notify recipients about this proof: Select this option 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.

• (Conditional and Optional) Add custom subject and message: Select this option to add a custom subject line and message to the email notification.

In the Organization section, select any of the following settings:

• Apply one or more tags to the proof. For more information, see Create and Manage Tags in Workfront Proof.

• Add the version to a folder. The folder will be copied from the previous version of the proof. If you select a different folder, the whole proof—which includes all versions—will be moved. For more information, see Manage Folders in Workfront Proof.

• Billing administrators and Administrators can make the folder field mandatory across the whole account in the Settings tab.

In the Proof settings section, select any of the following settings:

• Require a user to log in to view the proof.

• Require electronic signatures on the proof (Enterprise plan only).

• Lock the proof when all decisions are made.

• Allow downloading of the original file.

• Allow public sharing of the proof.

• Allow subscribing 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.