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Sharing a Proof in the Proofing Viewer

NOTE The information described in this article is available in the Web Proofing Viewer for video or static proofs, and in the Desktop Proofing Viewer for interactive proofs.

You can share a proof in the Web Proofing Viewer and the Desktop Proofing Viewer in the following ways:

Sharing the URL

You can share a proof as described in this section only if it is set for sharing via public URL or embed code as described under "Generating a Proof on a Document" in "Creating Proofs in Workfront Proof"

After a proof is created, you can enable or disable sharing the proof with the URL link or embed code, as seen in "Sharing a Proof within Workfront."  [I can't find this information in the linked article. Also, it seems out of place here where you just want to find out how to share the URL. Come back to this after gaining more understanding....]

To share a proof via the URL:

    1. In the toolbar on the left of the proofing viewer, click the Share proof button.
      Share_btn_in_viewer.png
      The Share proof options display and the Get shareable link section is selected.
      share_proof_dialog.png
    2. Do either of the following:
      • To copy the public link to your system clipboard, click Copy. You can then distribute the link via a third-party tool, such as a chat or email application.
      • To email the link directly from Workfront, click Send link. In the Share proof links box that appears, type the contact's name or email address, add your message subject and any message content, then click Send.
        share_proof_links.png

Sharing the Embed Code

You can share a proof as described in this section only if the Share proof via public URL or embed code option is enabled in the proof's settings (for information about these settings, see "Creating Proofs in Workfront Proof"). 

After a proof is created, you can enable or disable sharing the proof with the URL link or embed code, as seen in "Sharing a Proof within Workfront." [Again, not sure why this is here and link doesn't help me]

To share a proof via the embed code:

  1. In the toolbar on the left of the proofing viewer, click the Share proof button.
    Share_btn_in_viewer.png
    The Share proof options display.
  2. Click Get embed code, then click Copy.
    share_proof_embed.png

Sharing with Individual Users

You can add users to a proof while reviewing a proof if you have any of the following permissions within Workfront Proof:

  • Supervisor or Administrator permissions
  • Manager permissions and you are the proof creator or owner
  • Manager permissions with the Author or Moderator proof role

To share a proof with individual users:

  1. In the toolbar on the left of the proofing viewer, click the Share proof button.
    Share_btn_in_viewer.png
    The Share proof options display.
  2. Click Add recipients in the list on the left, then click the Add recipients button that appears.
    Add_recipients_button_in_viewer.pngWorkfront Proof opens and the Share this version box appears.
    proof_share_dialog.png
  3. In the Share section, begin typing the name of a user who you want to share the proof with, then click the name when it appears in the drop-down list.
    Or
    Specify the email address of an external user who you want to share the proof with.
    You can repeat this step to add multiple users to the proof.
This article last updated on 2018-07-18 19:31:01 UTC