Follow
Configuring Proof Settings for Your Organization

As an administrator for Workfront Proof or Workfront, you can customize the default proof settings for your organization. These settings include default sharing options, branding, and more.

The following sections describe how to configure various default settings for your organization:

Configuring Actions

Actions on comments are available only on Select and Premium plans.

For information about using actions in the proofing viewer, see "Using Actions on Comments in the Proofing Viewer."

You can configure actions for your organization in the following ways:

Adding or Renaming an Action

  1. Log in to Workfront Proof as the Workfront Proof administrator.
  2. Click Account settings in the upper-right corner of the Workfront Proof interface, then click the Settings tab.
  3. Do either of the following:
    • To create a new action, click the New action link.
      There is no limit to the number of actions you can set up in your account.
    • To rename an existing action, click Setup next to the action you want to rename.
  4. Specify a name for the action.
  5. Click Save.

Deactivating or Reactivating an Action

  1. Log in to Workfront Proof as the Workfront Proof administrator.
  2. Click Account settings in the upper-right corner of the Workfront Proof interface, then click the Settings tab.
  3. Click Setup next to the action you want to deactivate or reactivate.
  4. Select Activate or Deactivate.
  5. Click Save.

Reordering Actions

  1. Log in to Workfront Proof as the Workfront Proof administrator.
  2. Click Account settings in the upper-right corner of the Workfront Proof interface, then click the Settings tab.
  3. Click the blue up and down arrows next to the Setup link to reorder the actions.

Actions_on_comments_set_up.png

Setting Up Custom Devices for Proofs

You can add any custom devices to your system, allowing users to review interactive content and simulate how the content appears on a specific device.

For information about how users can select devices when reviewing interactive content, see "Changing Interactive Proof Resolution in the Desktop Proofing Viewer."

To add a custom device:

  1. Click Add new device.
  2. Specify the following information:
    Name: This is the name users see when selecting the device in the Desktop Proofing Viewer, as described in "Changing Interactive Proof Resolution in the Desktop Proofing Viewer."
    Dimensions: Specify the dimensions to use for this device. Users see the dimensions displayed below the device name.
    Ratio: Specify the ratio for the device.
    Type: Select whether the device is a cell (phone), tablet, or desktop.
    User agent string:
    Disabled: If this option is selected, the device is not available for users to select when reviewing interactive proofs.
  3. Click Create.

Pop-Up Messages on Proofs

You can configure pop-up messages on proofs to communicate general information to all reviewers in your organization.

You can configure messages to appear in the following situations:

  • When the proof first opens ("On load")
    You can use this message to explain to users how to review a proof or to provide a disclaimer or other legal text.
  • When a user makes a decision ("On decision")
    You can use this message to give your users checklists for things such as brand or regulatory compliance. This message displays when a reviewer selects their decision on the proof.
  • Confirm button
    The text you add to this field is used as the label on the button displayed in the On Load pop-up.

To create pop-up messages for proofs:

  1. Click Edit next to the message you want to customize.
  2. Specify a message and include the appropriate formatting, then click Save.
  3. (Optional) If you customized the On Load message, you can also customize the confirmation button text label. Click Edit next Confirm button text, specify a label, then click Save.on_load_pop_up_set_up.png

 

Modifying Proof Defaults

You can define global proof default settings that are applied to all proofs created in your account.

NOTE The visibility of these settings in your account depends on your plan level; requirements for each setting are specified below.

To modify the default settings for Proofs:

  1. Log in to Workfront Proof as the Workfront Proof administrator.
  2. Click Account settings in the upper-right corner of the Workfront Proof interface, then click the Settings tab.
  3. Locate the Proof Defaults section.
    proof_defaults.PNG
  4. Continue with the following sections to learn about each available configuration option:

Deadline (+ business days)

A standard workflow setting - the deadline on all new proofs in your account will be set automatically by the system, the calculation is based on the number of business days you put in this field. This setting does not apply to Automated Workflow proofs.

Copy owner from original proof

This setting is useful if you have different people creating different versions or copies of your proofs. By default, this setting is set to enabled, and it means that the person who is the owner of the first version will be automatically made the owner of all consecutive versions of the proof, regardless of who creates these versions.

If you set this setting to disabled, the person who creates the version becomes the owner of that version. This means that different versions of the same proof can have different owners.

This setting applies both to creating new proofs and copying proofs.

Electronic signatures

This setting will make Electronic signatures mandatory on all proofs created in your account. When decision makers on the proof submit their decision, they will be asked to confirm it by putting in their login credentials. It also means that you will not be able to share your proofs with guest reviewers who do not have Workfront Proof logins.

The Electronic signatures message will be displayed to the reviewers when they are asked to electronically sign their decision on the proof.

To find out more about Electronic signatures, please visit the Electronic signatures help page. Electronic signatures are Select and Premium feature.

Proof counter

The Proof counter assigns a number to the proofs created in your account. The number is specific to your account. The same number is assigned to all versions of a proof. You can decide what number should the count start from. Note that once you enable the counter and start creating proofs, you will not be able to change the start number.

The Proof counter is available on Select and Premium plans.

Make folder mandatory

This setting forces users to add their new proofs to folders. It is a great way of keeping all your proofs organized - the proof creator will not be able to save a proof unless they pick a folder for their proof.

Disable proof email notifications

This setting is most commonly used by companies who developed an integration with their own systems using our Public API. If enabled, it disables all emails going out from your account, including the New proof emails and Email alerts. You will still see the Message and Share proof links options in the account, but they will not trigger any emails.

This option is not blocking the Dropzone submission emails, bulk download messages, emails with the PDF Summaries and Backup emails

Right-to-left text support in comments

If your reviewers will be using languages with the right to left text direction in their comments, set this setting to enabled. It will allow them to change the text direction of their comment. To find out more, please visit Commenting in right-to-left languages.

Login required

Login required enhances the security of the proofs created in your account. If it is enabled on a proof, reviewers are required to log in using their email and password before they are allowed to view the proof. This also means that you cannot share the proof with guest reviewers.

If you make Login required mandatory in your account, it will be forced on all proofs created in your account. This is a setting that is only available on Select and Premium plans.

Comment deletion

If you don't want your reviewers to be able to delete their own comments, you can disable this option in your account.

Web Proofing Viewer

The Web Proofing Viewer is available to use for video and static proofs. 

You can choose whether the users in your organization use the Web Proofing Viewer or one of the other two available viewers. See "Understanding Differences Between the Various Proofing Viewers" for more information.

To enable the Web Proofing Viewer for users in your system, select from the following options:

For information about using the Web Proofing Viewer, see "Reviewing Proofs in the Web Proofing Viewer."

Desktop Proofing Viewer

The Desktop Proofing Viewer is available to use for interactive proofs. It can also proof static and video content.

You can choose whether the Desktop Proofing Viewer is the default viewer for your organization's system by selecting one of the following options:

  • Enabled and default: The Desktop Proofing Viewer opens every time a user launches an interactive proof. When this option is selected, the user can proof secure (https) and non-secure (http) websites as well as websites with iFrame protection, such as YouTube and Facebook.
  • Enabled and not default: The Legacy Proofing Viewer opens every time a user launches an interactive proof. From there, the user can launch the proof into the Desktop Proofing Viewer.
    This option is selected by default.
  • Disabled: All interactive proofs launch in the Legacy Proofing Viewer. Users do not have the option to use the Desktop Proofing Viewer.

For information about using the Desktop Proofing Viewer, see "Reviewing Proofs in the Desktop Proofing Viewer."

Sharing

You can choose who your proofs are shared with, what versions are available for reviewers, and when proofs with an automated workflow are visible to users who are associated with a given stage.

For more detailed information around sharing settings within Workfront Proof, see "Configuring Sharing Settings." 
Custom sub-domain

You can create a customized subdomain for your account. The subdomain will replace the word app in your account URL with the subdomain name. 

For more detailed information branded sub-domains, see "Branded Sub-Domains" in the article "Branded domains."
subdomain.pngBranding

You can set up branding for the following areas:

  • The splash page when the proof loads
  • Login and Logout screens
  • Email notifications

For detailed information about how to brand the Workfront Proof site, see "Branding."

 

Advanced password settings

In this section, you can enhance password security for your users. To configure any of the settings, click on the Setup link and edit the active field.

Minimum password length

This setting allows you to set the minimum password length. The default Workfront Proof value is six characters; however, you may want to increase the number, depending on your organization's policies.

Character mix

You can force the users to use a mix of lowercase, uppercase, numbers, and symbols in their passwords. You decide how many characters the password should contain.

Maximum characters repetition

You can decide how many characters can repeat in each user's password.

Automatic password aging

This setting forces the users to regularly change their password. You decide how often they should be asked to do so.

Number of password repetitions not allowed

Here you can configure the number of password repetitions not allowed in your account.

Profile lockout

If enabled, this setting will lock your users out from the account after unsuccessful login attempts. You decide how long they should wait before they can access their account again and after how many unsuccessful login attempts.

Lock user if password not reset after 30 days

If your user doesn't change their initial password within 30 days from their profile activation, they will be locked out from accessing the account.

Account Administrators can unlock (reactivate) users who get automatically locked by the system. This will give them additional seven days to change their password.

Lock user if inactive from 120 days

If your user does not login into their account or a Login required proof for 120 days, their profile will be automatically locked, preventing them from accessing the account. 

Account Administrators can unlock (reactivate) users who get automatically locked by the system. 

Please see Advanced password settings.

This article last updated on 2018-10-12 20:44:07 UTC