Generate Proofs in Workfront Proof

Do any of the following to begin creating a new proof and display the New Proof page:

• Click the green New proof button in the upper-left corner of any page.

• In the Dashboard area, in the Overview tab, click the New proof link.

• Submit via Dropzone (Enterprise feature).

• The New Proof page displays.

To proof one or more documents, add documents to be proofed in either of the following ways (repeat this process to add multiple documents to be proofed):

• Drag a document from your file system into the drag-and-drop area in the Add Files area.

• Click in the drag-and-drop area in the Add Files area, then browse to find and select the document you want to upload from the file system on your workstation.

  

To proof one or more websites, specify the URL of the website you want to proof in the Add Files area, then press Enter.

(Optional) Repeat this process to add multiple websites to proof.

For more details about proofing websites, see Generate a proof for a URL.

(Optional) Modify the file names of any uploaded files:

1. Mouse over the document name you want to modify in the document list in the Add Files area, then click the Edit icon.

   

2. In the Proof name field, specify a new name, then click Done.

3. (Optional) To delete any files from being uploaded, mouse over the document you want to delete in the document list in the Add Files area, then click the Delete icon.

   

4. (Optional) Enable the option, Combine all compatible files into single proof.

   When this option is enabled: All static files and websites are available in a single proof, and you can upload up to 50 files at a given time.

   NOTE

   Interactive files, including videos and interactive websites, cannot be combined into a single proof.

   When this option is disabled: All documents and websites are generated as individual proofs, and you can upload up to 20 files at a given time.

   To combine all uploaded files and websites into a single proof:

   1. Enable the option, Combine all compatible files into single proof.
   2. In the Proof name field, specify a new name for the combined proof.
   3. In the Add Files area, reorder the included files by dragging a file to the desired order. The order of the files is the page order of the combined proof. For more information about creating combined proofs, see Create a multi-page proof.

(Optional) If you want to use an automated workflow that includes multiple stages, in the Workflow section, select from the following options:

• Basic: Select this option to designate users who you want to have access to the proof immediately after it is created. You can share the proof with multiple users.

  For more information about sharing a proof, see “Adding Users to a Proof” in Share a proof within Adobe Workfront.

• Automated: Select this option to manage content review and approval when you have complex review processes, or if you send content for review to the same groups of people regularly. With an automated workflow, the proof moves from stage to stage until final approval. The relevant users are notified any time that they are required to make an approval.

  For more information about creating an Automated Workflow, see Set up a proof with an Automated Workflow in Workfront Proof.

Select whether to send email notifications and a custom message to the users you selected in the previous step:

• Notify recipients about this proof: Select this option to send an email notification to users. When Basic sharing is selected in the Workflow section, an email notification sends when the proof is created. When Automated workflow is selected in the Workflow section, an email notification sends when the proof enters the stage of the automated workflow that the user is associated with.

• Add custom message: Select this option to include a custom message in the notification. You can specify a subject and message body. The message body can include rich text formatting, such as bold, bullets, and hyperlinks.

Select any of the following proof settings:

Click Create Proof.

Workfront begins generating a proof of the selected documents or websites. Depending on the file size and type, the lag time on a document upload varies. Be patient as bigger files take longer to generate. You can navigate away from the page and Workfront continues to generate your file. The maximum file upload size is 4GB.

After the proof is generated, click Go to proof to launch the proofing tool.

The document appears in the proofing tool.

Users who do not have proofing enabled on their account are still able to view the document and make comments to the proof.