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Adding a proof to your Basecamp project

Introduction to adding proofs to your Basecamp project

you set up your Basecamp integration you can start adding proofs to projects within your Basecamp account.

Reviewers on the proof will then receive a message in their Basecamp account with the Workfront Proof miniproof embedded. Once they open the message they will be able to comment and make decisions on the proof from within their Basecamp account.

See Reviewing a proof in Basecamp

To add a proof to a Basecamp project, do one of the following:

As a proof creator, you will want to make sure that your Basecamp integration is enabled and that you have the relevant Basecamp account chosen in your Personal settings (as you can integrate with more than one Basecamp account). 

After adding a proof to a Basecamp project, your reviewers will receive an email notification which will contain a link to view the proof in Workfront Proof and a link to open the message in their Basecamp account.

Add a new proof to a Basecamp project

To add a new proof to your Basecamp project:

  • Go to the New proof page. (1)
  • Upload your file(s) as normal. (2)
  • If you would like to notify your reviewers by email ensure this option is enabled (your Basecamp reviewers will receive an additional Basecamp message). (3)
  • In the Organize section, click Add proof to a Basecamp project. This will open Basecamp options pop-up. (4)

Basecamp_proof_setup_-_new_proof1.png

In the Add to Basecamp pop-up:

  • Make sure to click "Refresh the data" to synchronize with Basecamp before proceeding. (5)
  • Choose your Basecamp project. (6)
  • Select the tick boxes for the reviewers in your Basecamp account that you want to add to the proof. (7) Reviewers will appear in their default role/email alert.* Selected reviewers will receive a message in Basecamp** for this proof and also an email notification from Workfront Proof.
  • Click OK to save and close the pop-up. (8)
    Add_to_Basecamp_pop-up.png

NOTE If reviewer defaults have been changed, you must refresh the Basecamp data before the new defaults will be used. To refresh the Basecamp data, click the "refresh" link on the Basecamp popup in Workfront Proof. Include your own name if you also want to receive the message in Basecamp After completing the Add to Basecamp pop-up with other proof settings and click Save to submit your proof.

If you do not have a Basecamp session open in another browser window, you must sign in to your Basecamp account before you can see the message in Basecamp.

Add a new proof to a Basecamp project

You can connect an existing proof with your Basecamp project. To do this:

  • Go to the Proof details page. (1)
  • Scroll down to the Workflow section and open More sharing options. (2)
  • Make sure Proof URL and Embed code are set to "Enable". (3)
  • Click the Add proof to a Basecamp project link. This will open the Basecamp options pop-up. (4)

Basecamp_proof_setup_-_existing_proof1.png

In the Add to Basecamp pop-up:

  • Make sure to click "Refresh the data" to synchronize with Basecamp before proceeding. (5)
  • Choose your Basecamp project. (6)
  • Select the tick boxes for the reviewers in your Basecamp account that you want to review this proof. (7) Reviewers will appear in their default role/email alert. Selected reviewers will receive a message in Basecamp for this proof and also an email notification from Workfront Proof.
    NOTE If reviewer defaults have been changed, you must refresh the Basecamp data before the new defaults will be used. To refresh the Basecamp data click the "refresh" link on the Basecamp pop-up in Workfront Proof. Include your own name if you also want to receive the message in Basecamp 
  • Click OK to save changes and close the pop-up.(8)

Add_to_Basecamp_pop-up__1_.png

After you have added the proof to your Basecamp project, you will see additional options showing in the More sharing options section of the New proof page.

You will be able to:

  • Edit the Basecamp project details (1)
  • Open the Basecamp project URL with the message including miniproof (the Basecamp URL includes an identifier for this proof) (2)

Basecamp_proof_setup_-_existing_proof2.png

NOTE If you do not have a Basecamp session open in another browser window, you must sign in to your Basecamp account before you can see the message in Basecamp.

Please also see Reviewing a proof in Basecamp.