Add a Proof to a Basecamp Project

Last update: October 12, 2022

CREATED FOR:

  • User
IMPORTANT
This article refers to functionality in the standalone product Workfront Proof. For information on proofing inside Adobe Workfront, see Proofing.

After you set up your Basecamp integration, you can start adding proofs to projects within your Basecamp account.

Reviewers on the proof will then receive a message in their Basecamp account with the Workfront Proof miniproof embedded. Once they open the message they will be able to comment and make decisions on the proof from within their Basecamp account. For more information, see Review a Proof in Basecamp.

As a proof creator, you will want to make sure that your Basecamp integration is enabled and that you have the relevant Basecamp account chosen in your Personal settings (as you can integrate with more than one Basecamp account).

After adding a proof to a Basecamp project, your reviewers will receive an email notification which will contain a link to view the proof in Workfront Proof and a link to open the message in their Basecamp account.

Adding a New Proof to a Basecamp project

  1. Create a proof, as described in Generate Proofs in Workfront Proof.

  2. If you would like to notify your reviewers by email, ensure that Notify people by email is enabled.
    Note that your Basecamp reviewers will receive an additional Basecamp message.

  3. In the Organize section, click Add proof to a Basecamp project.

  4. In the Add to Basecamp box that appears, click Refresh the data to synchronize with Basecamp.

  5. Select your Basecamp project.

  6. Under People on the project, select the check boxes for the reviewers in your Basecamp Classic account that you want to add to the proof.
    Selected reviewers will receive a message in Basecamp for this proof and an email notification from Workfront Proof.

  7. Click OK.

  8. Apply any other settings you require for your proof (as normal) and click Save to submit your proof.

NOTE
If reviewer defaults have been changed, you must refresh the Basecamp data before the new defaults will be used. To refresh the Basecamp data, click the Refresh link on the Basecamp popup in Workfront Proof. Include your own name if you also want to receive the message in Basecamp.
After completing the Add to Basecamp pop-up with other proof settings and click Save to submit your proof.
If you do not have a Basecamp session open in another browser window, you must sign in to your Basecamp account before you can see the message in Basecamp.

Adding an Existing Proof to a Basecamp Project

  1. In Workfront Proof, go to the Proof details page, as described in Manage Proof Details in Workfront Proof.

  2. In the Workflow section, open the More sharing options section.

  3. Make sure Proof URL and Embed code are set to Enable.

  4. Click Add proof to a Basecamp project.

  5. In the Add to Basecamp box that appears, do the following:

    1. Click Refresh the data to synchronize with Basecamp Classic before proceeding.
    2. Select your Basecamp project.
    3. Under People on the project, select the check boxes for the reviewers in your Basecamp Classic account that you want to add to the proof.
    4. Reviewers appear in their default role/email alert. The selected reviewers receive a message in Basecamp for this proof and also an email notification from Workfront Proof.
    5. If reviewer defaults have been changed, you must refresh the Basecamp data before the new defaults will be used. To refresh the Basecamp data click the “refresh” link on the Basecamp pop-up in Workfront Proof. Include your own name if you also want to receive the message in Basecamp

  6. Click OK.

After you have added the proof to your Basecamp Classic project, you will see additional options showing in the More sharing options section of the Proof details page (for information about this page, see Manage Proof Details in Workfront Proof. You will be able to:

  • Edit the Basecamp Classic project details.
  • Go to the message in Basecamp Classic by clicking the project URL at the bottom of the box (the URL includes an identifier for this proof).
NOTE
If you do not have a Basecamp session open in another browser window, you must sign in to your Basecamp account before you can see the message in Basecamp.

See also Review a Proof in Basecamp Classic.

Previous pageBasecamp
Next pageIntegrate Workfront Proof with Basecamp

Workfront