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Editing Proof Stages and Reviewers
You can edit the stages and reviewer details in a proof for which you have edit rights. For information about edit rights, see "Editing User Profiles and Permissions in Workfront Proof" and "Managing Proof Roles."
Editing a Stage

To edit the details for a stage:

  1. Go to the Proof details page, as explained in "Managing Proofs."
  2. Make any of the following changes in the Workflow section:
    • Edit the deadline for a stage by clicking the date and selecting a new date in the calendar that appears.
      or
      Delete a deadline for a stage by clicking the date, then clicking Clear below the calendar that appears.
    • To remove an individual reviewer from a stage, click the More (three dot) menu to the right of the reviewers name, then click Remove in the dropdown menu. Click Confirm in the box that appears to remove the reviewer from the proof.
      NOTE Creators and owners are not removable.
    • To remove multiple reviewers from a stage at the same time, select the checkboxes next to their names (or select the checkbox above their names if you want to remove all of them). Then click the trash icon near the upper-right corner of the stage section.
    • Click the More menu in the upper-right corner of the stage section to perform any of the following actions:
      • Message all: Send a message to reviewers from the stage. For more information, see "Messaging Reviewers."
      • Share: Add people to the stage. For more information, see "Sharing Proofs."
      • Delete stage: Remove the whole stage from the proof.
Editing Reviewer Details
  1. Go to the Proof details page, as explained in "Managing Proofs."
  2. Make any of the following changes in the Workflow section:
  3. Click the More menu for the reviewer.
    More_button_small.png
  4. Click Edit in the dropdown menu.
  5. In the Edit reviewer box that appears, edit any of the following details:
    • Display name: To change the reviewer's display name on the proof, click in the text field and in-line edit their name
    • Role: To change the reviewer's role on the proof, open the dropdown menu and select the preferred role. See "Managing Proof Roles" for more information.
    • Email alerts: To change the reviewer's email alert on the proof, open the dropdown menu and select the preferred email alert. For more information, see "Email Alert Options."
    • Decision: To change the reviewer's decision on the proof, open the dropdown menu and select the preferred decision. Note that any decision you make on behalf of another user is noted in the Activity section of the proof. For more information, see "Making an Approval Decision Within a Proof."
    • Stage: It it not possible to move reviewers between stages. To achieve this, remove  and re-add the reviewer with a different deadline.
  6. Click Save.
This article last updated on 2018-10-03 22:16:38 UTC