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Creating a Proof

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 Generate Proof.
    Workfront begins generating a proof of the document.
  5. After the proof is generated, click Proof to launch the proofing tool.



    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 Proof on a New Document

    1. Navigate to the project, task, or issue where you want to create a new proof.
    2. Click the Documents tab.
    3. Click Add Documents.
      The Add Documents dialog box is displayed.
    4. (Conditional) To upload a new document, do any of the following:
      • Drag a document from your file system on your workstation (such as your desktop), and drop it into the Drag & Drop window.
      • Click browse, then browse to and select the document you want to upload from the file system on your workstation.
      • In the Connected Services section, select the third-party application where you want to link a document from, then select the document that you want to link.
        For more information about linked documents, see "Linking Documents between Workfront and a Third-Party Application."
      • Click Request a Document.
        For more information about requesting documents, see "Requesting a Document."
        Repeat this process to add multiple documents.
        Documents are added to the Documents to Add in the Add Documents dialog box. This allows you to view the documents before they are uploaded.
    5. Select Proof next to each document for which you want to generate a proof.
    6. To add users to the proof, add an Automated Workflow, or set up access and subscription settings, continue with any of the following sections:
      "Sharing a Proof"
      "Adding and Managing Automated Workflows for Proofs"
      "Setting Up Access and Subscription Settings for a Proof"
      NOTE: You can add users to the proof, set up access and subscription settings, and add an automated workflow after the proof is generated.
      Or
      To generate the proof right now, click Add Items.
      Workfront begins generating a proof of the selected documents or websites. Depending on the file size and type, 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 1.3 GB.
      After the proof is generated, click Proof to launch the proofing tool. 
      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 to the proof.

Generating a New Version of a Document Proof

The following sections describe how to generate proofs of new versions of a document.

Using Drag-and-Drop to Generate a New Version of a Document Proof

  1. In your user settings, ensure that proofs are configured to be automatically generated, as described in "Configuring Whether Proofs Are Automatically Generated."
  2. Upload a new version of the document, as described in "Using Drag-and-Drop to Add a New Document Version" in "Adding Documents to Workfront."
    A proof is automatically generated with the same options that were configured on the original proof or previous version.
  3. (Optional) To configure any advanced proofing options, such as sharing the proof, adding an automated workflow, or setting up access and subscription settings, see the following sections:
    "Sharing a Proof"
    "Adding and Managing Automated Workflows for Proofs"
    "Setting Up Access and Subscription Settings for a Proof"

Using the Documents More Menu to Generate a New Version of a Document Proof

  1. Upload a new version of the document, as described in "Using the Documents More Menu to Add a New Version" in "Adding Documents to Workfront." 
  2. Click Generate Proof.
    The New Proof Version dialog box is displayed.
  3. (Optional) Use the New Proof Version dialog box to configure any advanced proofing options, such as sharing the proof, adding an automated workflow, or setting up access and subscription settings. For more details about these options, see the following sections:
    NOTE Any options that were configured on the original proof or previous version are maintained in this version.
    "Sharing a Proof"
    "Adding and Managing Automated Workflows for Proofs"
    "Setting Up Access and Subscription Settings for a Proof"
  4. Click Done
    A new version of the document proof is generated.

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 your Workfront environment is integrated with a ProofHQ Premium account. If you cannot use proofing as discussed in this section, contact your system administrator.

You can generate a URL proof only if the website is public-facing (cannot be located behind a firewall).

The following sections describe how to generate an initial URL proof and subsequent versions.

Generating an Initial URL Proof

  1. Navigate to the project, task, or issue where you want to create a new URL proof.
  2. Click the Documents tab.
  3. Click Add Documents.
    The Add Documents dialog box is displayed.
  4. In the Upload and Proof from URL field, specify the URL of the website for which you want to generate a proof.
  5. Click Add.
    The website is added to the Items to Add section of the Add Documents dialog box. 
  6. (Conditional) To generate an interactive proof for the website, select Interactive.
    If you do not select this option, a static proof is created.
    Creating a static proof creates a proof of a static image of the URL's front page.
    Creating an interactive proof creates a proof that allows reviewers to navigate the site, view HTML5 images, Flash elements, and so forth.
    In order to create an interactive proof, the website must be hosted with a secure protocol (https). In addition, websites that cannot be embedded in an iframe cannot be generated as an interactive proof.
    After the initial proof is created, this setting cannot be changed when creating subsequent versions. 
    For more information about interactive proofing, see "Generating a Proof for Interactive Rich Media Content."
  7. To add users to the proof, add an Automated Workflow, or set up access and subscription settings, continue with any of the following sections:
    "Sharing a Proof"
    "Adding and Managing Automated Workflows for Proofs"
    "Setting Up Access and Subscription Settings for a Proof"
    NOTE: You can add users to the proof, set up access and subscription settings, and add an automated workflow after the proof is generated.
    Or
    To generate the proof right now, click Add Items.
    Workfront begins generating a proof of the selected documents or websites. Depending on the file size and type, 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 1.3 GB.
    After the proof is generated, click Proof to launch the proofing tool. 
    The proofing URL 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 to the proof.

Generating a New Version of a URL Proof

  1. Navigate to the Documents area that contains the URL proof.
  2. Select the URL in the documents area, then click the More drop-down menu.
  3. Click New Version > Generate URL Proof.

    The New Proof Version dialog box is displayed

  4. (Optional) Use the New Proof Version dialog box to configure any advanced proofing options, such as sharing the proof, adding an automated workflow, or setting up access and subscription settings. For more details about these options, see the following sections:
    NOTE: Any options that were configured on the original proof or previous version are maintained in this version.
    "Sharing a Proof"
    "Adding and Managing Automated Workflows for Proofs"
    "Setting Up Access and Subscription Settings for a Proof"
  5. Click Done
    A new version of the URL proof is generated.

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 ProofHQ 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 on a New Document or Website."

Adding 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 Documents.
    The Add Documents dialog box is displayed.
  5. In the Add Documents dialog box, select Proof.
  6. (Optional) Click Advanced Proofing Options to include an Automated Workflow. For more information, see "Adding and Managing Automated Workflows for Proofs".
  7. Click Add Items.
    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 1.3 GB. 
  8. After the proof is generated, click Proof to open the content in the proofing tool.
  9. Use the markup tools to provide feedback. 

  10. Click Finish Review to post decisions and collaborate with other team members.