Follow
Folders in Workfront Proof

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

Folders are the best way to organize your work in your Workfront Proof account. You can create a folder structure to mirror the way folders are organized on your computer, with separate folder structures for each client, job or campaign. This article was called "Folders" before 18.3 beta 2.

Folders_overview.png

Advantages of using folders include the following:

  • Limiting access to confidential client data. If you don't want some of your users to see some of your proofs, you can make the folders where they are stored private. For more information, see "Folder permissions".
  • Performing bulk actions on proofs and files. You can conveniently manage proofs and files grouped into folders, by performing bulk actions on them. For example, you can share multiple items in one action. For more information, see "Managing folder items."
  • Sharing folders with other Workfront Proof users. When you share a folder, it appears in the other user's sidebar and they have Read Only access to all items in the folder. If you are closely cooperating with another Workfront Proof account, it may be a good idea to set up a Partner relationship between your Workfront Proof accounts. This way, you will be able to share your folders with the whole company all at once, which means that the folders will be automatically shared with new users from the Partner account. For more information, see "Sharing folders."
  • Working with multiple proofs without leaving the proofing viewer (Workfront Proof only). When you store store proofs in the same folder and open one of them into a proofing viewer, you can access any of the other proofs in the folder without leaving the viewer. For more information, see "Working with Multiple Proofs in the Proofing Viewer."

You can create your folders one by one (see "Creating folders" for more information). To create folders quickly, drag and drop a folder structure from your computer on the Desktop Uploader and it recreates that folder structure in your Workfront Proof account, with the files from the folders recreated as proofs. For more information, see "The Desktop Uploader."

This article last updated on 2018-08-01 18:28:47 UTC