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Creating Proofs in Workfront

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

A proof is a digital rendering of a document, video, or website within Workfront. Proofs can be shared with reviewers individually or as part of an automated workflow approval process. Reviewers use the proofing viewer to view, compare, and provide feedback on proofs.

You can create proofs for documents and websites on projects, tasks, and issues if you are a proofing user in Workfront.

The functionality available differs depending on whether you are generating a proof for a document or a URL. Also, the process for generating a proof differs depending on whether this is the first time you are generating the proof or if you are generating an additional version.

If proofs fail to generate after following the steps described in the following sections, see "Troubleshooting Proof Creation Failures."

Generating a Proof on a Document

You can generate a proof on a document that already exists in Workfront (but for which a proof has not previously been generated), you can generate a proof on a new document at the time you are uploading it to Workfront, or you can generate a new version of a document proof.

Generating a Proof on an Existing Document

  1. Navigate to the project, task, or issue where you want to create a new proof.
  2. Click the Documents tab.
  3. Select the document for which you want to generate a proof.
  4. Click the Generate Proof link.
    Or, in the Preview environment, click the Generate Proof button.
    proof_view.png

    Workfront begins generating a proof of the document.
  5. After the proof is generated, click the Proof link.


    Or, in the Preview environment, click the Open Proof button.
    proof_openproof.png

    The document appears in the proofing tool.
    Users who do not have proofing enabled on their account are still able to view the document and make comments or changes to the proof.
  6. (Optional) To add users to the proof, to set up access and subscription settings, or to add an automated workflow, continue with any of the following sections:

Generating a New Document Proof or a New Version

Using Drag-and-Drop to Generate a Basic Proof or a New Version

You can drag and drop a document from your file system (such as your desktop) to generate a proof. You can use drag-and-drop to create a new proof or to create a new version of an existing proof. The proof contains the following settings, depending on whether you are creating a new proof or a new version:

  • New proof: Creates a proof with a Basic workflow that is shared only with you. You can modify share settings after the proof is created, as described in "Sharing the Proof" in "Sharing a Proof within Workfront."
  • New version of existing proof: Creates a new version with the same proof settings as the previous version. 

To use drag-and-drop to generate a new proof or new proof version:

  1. Ensure that proofs are configured to be automatically generated, as described in "Configuring Whether Proofs Are Automatically Generated."
  2. Continue with "Adding Documents to Workfront."

Uploading and Configuring a Proof

When you upload a proof as described in this section, you can configure various options, such as combining multiple files into a single proof, adding an automated workflow, and configuring share settings. 

  1. Navigate to the project, task, or issue where you want to create a new proof or a new version of an existing proof.
  2. Click the Documents tab.
  3. (Conditional) To create a new proof:
    1. Click the Add Document drop-down menu.
      proof_adddocuments_menu.png
    2. Click New Proof.
      The New Proof page is displayed.
      proof_upload_dialog.png
  4. (Conditional) To create a new version of an existing proof:
    1. Select the document where you want to add a new version.
    2. Click the More drop-down menu.
    3. Click New Version > Proof.
      The New Proof Version page is displayed.
      proof_upload_dialog.png
      [Update this screen shot - Currently it is the New Proof. There is New proof version (only the title differs from what is showing here)]
  5. Continue with "Configuring Proofs in Workfront."

Generating a Proof for a URL

You can generate a proof for a URL for the first time. Or, you can generate a new version of a URL proof where a proof has previously been generated.

NOTE You can generate a proof for a URL only if the following conditions are met:

  • Your Workfront environment is integrated with a Workfront Proof Premium account. If you cannot use proofing as discussed in this section, contact your system administrator.
  • The website is public-facing (not located behind a firewall).

To generate a proof for a URL:

  1. Navigate to the project, task, or issue where you want to create a new URL proof or a new version of an existing URL proof.
  2. Click the Documents tab.
  3. (Conditional) To create a new proof:
    1. Click the Add Document drop-down menu.
      proof_adddocuments_menu.png
    2. Click New Proof.
      The New Proof page is displayed.
      proof_upload_dialog.png
  4. (Conditional) To create a new version of an existing proof:
    1. Select the URL proof where you want to add a new version.
    2. Click the More drop-down menu.
    3. Click New Version > Proof.
      The New Proof Version page is displayed.
      [Update this screen shot - Currently it is the New Proof. There is New proof version (only the title differs from what is showing here)]
      proof_upload_dialog.png
  5. Continue with "Configuring Proofs in Workfront."

Generating a Proof for Interactive Rich Media Content

NOTE You can generate a proof for interactive rich media content only if your Workfront environment is integrated with a Workfront Proof Premium account. If you cannot use proofing as discussed in this section, contact your system administrator. 

Understanding Interactive Content

Interactive content provides multiple methods of engaging viewers through an ad. With advanced technology, including animated elements, applets, and streaming audio and video, your content can instantly interact with an audience. This allows agencies to access aggregated metrics and retrieve data on the success of their campaigns. 

Following are examples of interactive content:

  • Ads that include video streaming 
  • Banners that expand when you hover 
  • Flash elements in static adds
  • HTML5 animations 
  • Applets (such as icons that allow you share to social media)

Adding Interactive Content

Adding Interactive Content as a URL

For information about how to add an interactive URL proof, see "Generating a Proof for a URL."

Adding Interactive Content as a ZIP File

Immediately after adding interactive content as a ZIP file, Workfront begins generating a proof of the zipped documents. Depending on the file size, the lag time on a document upload can vary. Be patient as bigger files take longer to generate. You can navigate away from the page and Workfront continues to generate your file. The maximum file upload size is 4GB. 

To add interactive content as a ZIP file:

  1. Prepare your content by creating a .zip bundled file.
    The .zip file must meet the following requirements:
    • All assets, such as CSS, JavaScript, videos, sounds, and images should be included in the bundle file
    • Interactive content should include the main file (index.html, index.htm)
      If the main file is not placed in the root location, the tool automatically searches the folder to find the main file
      The main file does not need to be named index.html/index.htm, however, you need to make sure only one .html/.htm file is placed in the main location
    • The file must contain at least one static file webpage
    • Maximum bundle size is 500 MB
    • In the case of .zip files created in iOS, the tool automatically identifies the right folder where the content is placed
  2. Navigate to the project, task, or issue where you want to upload the .zip file.
  3. Click the Documents tab.
  4. Click Add Document, then click New Proof.
    The New Proof page is displayed.
    proof_upload_dialog.png
  5. Continue with "Configuring Proofs in Workfront."




This article last updated on 2018-02-08 20:54:18 UTC