[Workfront AMA] Ask Me ANYTHING about Workfront Proof | Community
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jon_chen
Community Manager
April 15, 2025

[Workfront AMA] Ask Me ANYTHING about Workfront Proof

  • April 15, 2025
  • 37 replies
  • 11278 views

Event Concluded on May 8th, 2025

Thanks all for attending!

 

Welcome back to another Ask Me Anything (AMA) series, formerly known as Community Coffee Breaks! In the first customer-led AMA of 2025, we are partnering with Workfront Community Advisors Lyndsy D. (@lyndsy-denk), Monique E. (@moniqueevans), and Richard C. (@richard__carlson) to host a 1-hour AMA on Workfront Proofs. Keep in mind this is a text-only event, there is no link/video to join! Just post your question as a reply to the thread and it will be answered during the 1-hour “event”.  

 

What is Workfront Proof? 

Workfront Proofing streamlines the review process for digital assets, allowing teams to collaborate on feedback and approvals in real-time. Workfront Proof supports over 150 file types, enabling diverse content reviews, offers intuitive markup tools for detailed feedback and supports robust version control to track changes. Lastly, with automated approval workflows, Proof ensures that the review process is efficient and organized.

 

Why do we need it? 

  • Streamlined Workflow: Simplifies review processes by centralizing all feedback and approvals in one platform, reducing the chaos of email threads and ensuring that everyone involved has access to the same information.

  • Real-Time Collaboration: Teams can provide immediate feedback on digital assets, allowing for faster decision-making. Reviewers can annotate directly on proofs, making comments clear, actionable, and easier to understand.

  • Version Control: Workfront Proofing maintains a history of all changes and comments, enabling teams to track revisions easily.

  • Automated Approval Processes: Proof allows for customizable workflows that can automate the approval process, making it easier to manage complex review cycles. This feature helps ensure that deadlines are met without sacrificing quality.

  • Support for Multiple File Types: With the ability to handle over 150 file types, including dynamic media, Workfront Proofing is extremely versatile for all kinds of projects.

 

Not sure where to start? We’ve included some sample questions to get you started.  

  • What is Proofing?
  • What is the difference between Proof and Document Approvals?
  • What is the benefit of using Proof?
  • How do you track proofs from an owner standpoint?
  • How do you help proof participants stay on top of their Proofs?
  • What do we need to know about upcoming changes to document approvals and markup?
  • If any of these are your exact questions, feel free to copy-paste them in the comment section below!

 

Here are some recent Proof resources to get you thinking about the topic prior to the event: 

 

GUIDELINES AND REQUIREMENTS TO PARTICIPATE 

Please note that this text-only AMA takes place as a discussion post on the Workfront Community. If you are unable to make this live event, you can always publish your question in the thread now! Please be sure to REFRESH the page frequently so you don't miss responses from our PMs or new questions/comments.

 

**All AMAs are TEXT-ONLY, meaning there is no webinar, video call, or recording. All questions and answers will occur on this thread. 

 

Event Concluded on May 8th, 2025

37 replies

New Participant
May 8, 2025

I would like to know when we will be able to upload to the proofing tool: HTML and Sharepoint live links (without the integration - this is forbidden by our IT team).

RubyPeterson
New Participant
May 8, 2025

When you say "without the integration", do you mean without using the "Workfront Proof" interactive proof viewer (installed desktop application)?

New Participant
May 8, 2025

I mean without the formal integration as seen here. We don't use the installed desktop Proof application.

New Participant
May 8, 2025

Can we combine multiple proofs into one and keep all the comments?

New Participant
May 8, 2025

We frequently run into this also, the designer forgets to select the combo proof option and instead creates 2 separate proofs.  We would like a way to combine them when this happens.

New Participant
May 8, 2025

On that same topic, is there a way to combine videos into one proof? So far, I haven't figured out how to do that.

New Participant
May 8, 2025

Is it possible to build out different custom messages per stage. If I am correct, if you have multiple stages that activated at different times, the custom message created while creating the proof will be the same message that everyone gets. I wish we could do custom messaging for each stage so we can make these messages more specific to the parties in each stage.

Richard__Carlson
New Participant
May 8, 2025

Each stage can have specific messaging and at any point you can also optionally send a message to everyone on a stage.

New Participant
May 8, 2025

How do I set up specific messaging for each stage so that it automatically goes out when the stage is activated?

LindsayO
New Participant
May 8, 2025

I would like to get some recommendations on how other users are using Proof for external contacts. We do not use workflows internally because we need our review process to remain flexible (one user may need to see 1, 2 or 3 rounds and another user on the same rounds may approve first round and this is unpredictable at the start of the round). 

 

Currently, we are just sending clients a link to view the proof as "reviewer" only. But some clients have been experiencing more and more issues getting into proof with Adobe Admin console (ie being asked for a password to an account they don't have). It's difficult to troubleshoot a third party for these instances. 

 

What process do others use for reviews outside of an organization (with no WF license)?

 

ElizaBarryGuild
New Participant
May 8, 2025

I am also dying to know this! We often have a combo of internal and external reviewers who need to sign off on proofs!

New Participant
May 8, 2025
We are in need of better proof reporting to analyse and use the insights to drive better proof performance. Currently, we have not been successful in connecting proof data to all project meta data. Examples our business is asking for is proof duration linked to portfolio or another meta data field (e.g. product type or region in our cases) or how many comments per approver, average comments per proof et cetera.
New Participant
May 8, 2025

I agree. I wish we had better reporting for proof as well. My leadership would like to know statistics around when a stage is activated, when a user opens the proof, and how long it takes them to approve. 

JROatGeisinger
New Participant
May 8, 2025

We would like to use "Require Electronic Signature" but it asks for a login and password and our SSO doesn't seem to work.  I've seen conflicting information on Experience League. Do I need to configure SSO in ProofHQ, or... Is this an Admin Console issue or...

Lyndsy-Denk
New Participant
May 8, 2025

I recommend connecting with support on this one.

KierstenKollins
New Participant
May 8, 2025

This one may be a challenge, so here goes.

 

The scenario: We have 3 stages on a proof. For the first stage, when the deadline passes, we have that stage lock and reviewers cannot go back in to add comments or make a decision. The reviewers are set to Reviewer & Approver role.

 

The problem: Using the My Approvals home widget, when a reviewer on stage 1 does not make a decision and the proof is locked, the proof will hang out until they do, but they can't make a decision when it is locked. The issue is our users widget is filling up with proofs that they cannot action and is causing major confusion on what they actually need to review and clutter since we can't filter these out on the widget. Currently, I am spending a lot of time in the back end of proof locking proofs and archiving them in real time once we release assets to clean up their home page.

 

I have worked with support and they have confirmed the following: 

If a proof has multiple stages and the reviewer in Stage 1 has not made a decision, the proof will continue to appear in the Home page widget, even if Stage 1 is currently locked. This behavior ensures that all pending approval actions are visible until they are resolved or the proof is otherwise cleared through one of the standard conditions (decision made, proof archived, or project marked as completed).

 

Does anyone have a recommendation on how I can help my users? Is there something I can do with Fusion to reduce the noise on the home page prior to a project being completed and avoid the manual work I am doing currently?

 

I have explored reports in the past but could not output the report I needed to be effective.

 

 

 

MoniqueEvans
New Participant
May 8, 2025

This is quite a tricky one and it sounds like you've tried most of the things I would think of. One thing that comes to mind is the newest Fusion template that helps clean up Proofs on completed projects. I'm wondering if you could finagle it in a way to look for non-Active stages. Please let us know if you figure this out!

KierstenKollins
New Participant
May 8, 2025

It has been a bit of a hurdle to figure this out, but will post a follow up if I can make some magic happen. Thanks, Monique!

New Participant
May 7, 2025

We create a lot of emails and need reviews of website with company reviewers. It seems like the only options to do this review in Workfront is to upload the URL, which just creates a PDF and doesn't allow the user to click around on the page or email OR download a desktop or chrome extension which isn't reasonable for us to ask business owners to do. is there another way to review interactive emails or websites and have users leave comments and feedback without any downloads needed or converting to a PDF?

New Participant
May 7, 2025

Agree....the separate proofing app is a problem with reviewers who are unfamiliar with the process.  It's a big ask to download an app which can require some jumping through hoops if a company has permissions blocked on what you can add to your device and you may only use once.

Richard__Carlson
New Participant
May 8, 2025

We are long term PHQ - Proofing users and users only need to download the desktop app to replicate interactive functionality.  In my experience it is not required for static content.

ChristinaPisell
New Participant
May 7, 2025

Some of our users are not being pushed back to the project when they click on a proof link from an email. When they close the proof it pushes them to the general document page and not the document area of that project. Is anyone else having this experience? I know you can click on the project name to get back to the project. It seems like this is the new intended experience.

Lyndsy-Denk
New Participant
May 8, 2025

Yup, I've seen this. Fun fact: Adding someone to a proof workflow does not share the document with them. We suspect that when someone is added to a proof but doesn't have permission to view the document, Workfront has to make a decision of where to direct them upon exiting the proof, thus Documents.

ChristinaPisell
New Participant
May 8, 2025

Thank you! I had contacted support but couldn't figure out where the issues were. I will look into that to see if that was the case. 

Elvin_Miali
New Participant
May 7, 2025

Is there a way for the proof approval process to update a tasks status? We'd like to have the task status change back to in progress (or whatever) if a proof is not approved.