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New Participant
March 8, 2018
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Edit Microsoft Documents in Proofing tool

  • March 8, 2018
  • 15 replies
  • 3042 views

Full Microsoft editing capabilities for word docs and more in the proofing tool, including track changes.

15 replies

New Participant
January 22, 2024

What is the latest on this enhancement? We also need this to function and the work around is not effective.

New Participant
April 26, 2022

Hi @Katie George - Totally understand the note re: "it's just corporate security protocol doing its thing". As a result of our corporate security protocol, neither OneDrive nor Google link are viable options for our organization.


Specifically looking for methods to have a marked up adobe pdf to retain the markup/comments once uploaded to Proofs. Any suggestions/workarounds welcome!!

New Participant
April 26, 2022

Hi @Katie George - Totally understand the note re: "it's just corporate security protocol doing its thing". As a result of our corporate security protocol, neither OneDrive nor Google link are viable options for our organization.


Specifically looking for methods to have a marked up adobe pdf to retain the markup/comments once uploaded to Proofs. Any suggestions/workarounds welcome!!

New Participant
April 26, 2022

For everyone who has upvoted this idea, I wanted to let you know that there IS a stopgap solution. If you upload an interactive Proof with a OneDrive or Google link, you will be able to edit the file if you've been granted edit access rights via the link or sharing settings. See screenshot.


Please note that the Interactive Proof viewer is effectively an internet browser, so you will need to authenticate your access to OneDrive, etc. just like if you opened a new incognito browser on Chrome, except with no autofill/saved passwords. So it's especially clunky for SSO users with double authentication... but that's not Workfront Proof Viewer's fault, it's just corporate security protocol doing its thing. Recommend running some tests to see if this is a good fit for your org.

JohnJOSullivan
New Participant
April 26, 2022

This is an ancient pain-point with the Proofing tool. Having to utilize a separate approvals process for Word/text documents causes unnecessary confusion and process complication--especially with new users and new implementations.

JohnJOSullivan
New Participant
April 26, 2022

This is an ancient pain-point with the Proofing tool. Having to utilize a separate approvals process for Word/text documents causes unnecessary confusion and process complication--especially with new users and new implementations.

New Participant
March 15, 2022

We implemented Workfront about 2 years ago and are big users of the proofing tool. Before Workfront, we would send materials for approval through SharePoint. The approvers were able to edit documents directly and our content writers were able to accept or deny the changes that were made. Now, once the materials have been reviewed our content writers have to manually make changes in the Word doc that were added in the proof tool. We send out several documents for approval through proof with hundreds of pages so this process is extremely time-consuming and frustrating.


We need a way for proof to integrate better with OneDrive so we don't have to spend so much time making manual changes that are already documented in Proof.

Employee
December 21, 2021

We would also like to see these capabilities in the Proof tool. It would be great to make changes to the actual file and use Word functionality in the tool itself.

New Participant
July 10, 2020

Editing of documents is currently supported through the Google Docs and Microsoft OneDrive integrations. The caveat is that when editing these documents that were generated as proofs through Google or OneDrive, the changes do not reflect in the previously generated proof

We do not currently have any further plans to introduce document editing within proofing

New Participant
January 20, 2020

Copywriters and reviewers hate the Proofing for copy right now, because that makes their lives so much more difficult than downloading the docs doing the recommendations/commenting and then reuploading it.

On the other hands we'd like to count the number of comments on proofs which is now impossible if they bypass the tool with track changes.