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Sharing a Proof in the Proofing Viewer

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

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 via a URL if the proof owner has configured it for sharing (see "Configuring Share Settings for the Proof" in "Configuring Proofs in Workfront").

  1. In the toolbar on the left of the proofing viewer, click the Share icon.
    Share_btn_in_viewer.png
    The Share proof options display and the Get shareable link section is selected. The steps after this are identical in Sharing a Proof Within Workfront. Create a snippet.
  2. In the Production environment, do either of the following:
    • To copy the public link to your system clipboard, make sure Get shareable link is selected on the left, then click Copy.
      You can now 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.
    In the Preview environment, do either of the following:
    • To copy the public link to your clipboard, click Copy link
      You can now distribute the link via a third-party tool, such as a chat or email application.
    • To email the link directly from Workfront:
      1. In the Or email link to field, begin typing and select the name of your recipient. Or, specify the email address of an external user who you want to share with.
      2. Select one of the following options:
        Send public link: Includes a button in the email notification that opens the proof in the Proofing Viewer the recipient is using and grants View access. 
        If Subscribe to proof via public URL or embed code is turned off for the proof, users can sign in with their Workfront Proof login credentials to add comments to the proof.
        If Subscribe to proof via public URL or embed code is turned off for the proof, anyone providing their email address and name (no password required) can sign and and add comments to the proof.
        For more information about this subscription option, see "Proof Settings" in "Configuring Proofs in Workfront" or "Generating a Proof on a Document" in "Creating Proofs in Workfront Proof."

        Send download link:
        Includes a button in the email notification that directs users to a download page, which provides file details, file name, and file size, with the file displayed inline. Users can click the Download link from the download page to download the file.
        Add custom message: Allows you to specify a custom subject and body for the email notification. 
      3. Click Done.
        Depending on the information you selected to include, users receive an email notification with information about the proof and the buttons you chose to include.

Sharing the Embed Code

You can share a proof via embed code if the proof owner has configured it for this (see "Configuring Share Settings for the Proof" in "Configuring Proofs in Workfront").

To share a proof via the embed code:

  1. In the toolbar on the left of the proofing viewer, click the Share icon.
    Share_btn_in_viewer__1_.png
  2. In the Share proof options that appear, click Get embed code, then click Copy.

Adding Individual Users to a Proof

This is changing with the "quick sharing" story. 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 icon.
    Share_btn_in_viewer__2_.png
  2. In the Share proof options that appear, click Add recipients in the list on the left, then click the Add recipients button that appears. This step is changing with the "quick sharing" story.
    Workfront Proof opens and the Share this version box appears.
  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.
  4. (Optional) Repeat step 3 to add multiple users to the proof.
This article last updated on 2018-09-25 19:32:37 UTC