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Generating Proofs in Workfront

A proof is a digital rendering of a document, video, website, or other content within Workfront. Proofs can be shared with reviewers individually or as part of an automated workflow approval process.

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

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

Generating a Proof for a Document

You can generate a proof on a document at the time you are uploading it to Workfront.

You can also generate a proof for a document that already exists in Workfront (but for which a proof has not previously been generated), or for a new version of a proof already in the system.

Generating Proof for a Document You are Uploading

You can generate a proof for a document you are uploading to the system. This can be a new proof or a new version of an existing proof in the system.

Uploading a Document and Creating a Proof

  1. Go to the project, task, or issue where you want to create a new proof .
  2. Click the Documents tab.
  3. Click Add Document, then click New Proof in the menu that appears.
    The New Proof page appears.
  4. Continue with "Configuring Proofs in Workfront."

Uploading a Document and Creating a New Version of a Proof

  1. Go to the project, task, or issue where you want to create a new version of an existing proof.
  2. Click the Documents tab.
  3. Select the document where you want to add a new version.
  4. Click More, then click New Version > Proof in the menu that appears.
    The New Proof Version page appears.
  5. Continue with "Configuring Proofs in Workfront."

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 create a new proof or 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", which explains the drag-and-drop method of adding documents. 

Generating a Proof for a Document Already in the System

  1. Go to the project, task, or issue where you want the proof, then click the Documents tab.
  2. (Conditional) Do one of the following:
    • To create a proof for a new document you are uploading, click Add New > Proof.
    • To create a proof for a document already in Workfront, mouse over the document, then click the Generate Proof link that appears below the proof name.
    • To create a new version of an existing document proof, select the document where you want to add a new version, then click More > New Version > Proof.
  3. (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 an Interactive Proof for a Website or Other Web Content

If your Workfront environment is integrated with a Workfront Proof Premium account, you can generate a new proof or a new version of an existing proof for web content. This can be a website or other kinds of interactive content such as ads with streaming video or audio, HTML animations, and interactive banners (that expand when you hover). In an interactive proof, reviewers can navigate and interact as they normally would with the website or other web content. 

NOTE Consider the following when you create a proof for a website or other web content:

  • The website or content must be accessible to the people who are going to review it.
  • If you create a proof for web content behind a firewall, the computer used to review the proof must be connected to the network where the content is hosted.

To create an interactive proof for a website or other web content:

  1. Go to the project, task, or issue where you want to create a new website proof or a new version of an existing one.
  2. Click the Documents tab.
  3. (Conditional) If you are creating a new proof, click Add New, then click Proof in the menu that appears.
    The New proof page appears.
  4. (Conditional) If you are creating a new version of an existing proof:
    1. Mouse over the URL proof for which you want to create a new version, then select it by clicking in the light blue background surrounding it.
      Select_proof_by_selecting_light_blue_background.png
    2. Click More, then click New Version > Proof in the menu that appears.
      The New proof version page appears.
  5. Type the URL of the website you want to proof in the Add Files area, then press Enter.
    proof_website.png
    The URL appears below the box where you typed it.
    URL_name_appears_below.png
  6. Click the URL you have added.
    Options for configuring the website proof appear.
    interactive_proof_radio_btn_area.png
  7. (Optional) If you want to change the name of the proof from the website URL to something else, type a Proof name.
  8. Select Interactive.
  9. Click Done.
    Workfront lists the screenshot captures that will be generated for proofing.
    NOTE If you are adding a new version to an existing URL proof, any options that were configured on the original proof or previous version are maintained in this version.
  10. Continue with "Single Proof" other subsequent procedures in "Configuring proofs in Workfront."

Generating a Static Proof for a Website or Other Web Content

You can generate a new static proof or a new version of an existing static proof for web content. This can be a website or other kinds of interactive content such as ads with streaming video or audio, HTML animations, and interactive banners (that expand when you hover).

A static proof is a set of screenshots of website or other web content. 

Consider the following about generating proofs for a website or other web content:

  • You can create a static proof for a website or other web content only if the website is accessible to the reviewers and your Workfront environment is integrated with a Workfront Proof Premium account.
  • The website needs to be publicly accessible (not behind a firewall), or your organization's whitelist must include the Workfront domain. If you cannot use proofing as discussed in this section, contact your system administrator.
  • Workfront cannot capture a password-protected website as a static proof.

TIP We recommend interactive proofing rather than static proofing for internal pages requiring authorization and password-protected pages. For more information, see "About Proofing Interactive Content."

To create a static proof for a website or other web content:

  1. Go to the project, task, or issue where you want to create a new website proof or a new version of an existing one.
  2. Click the Documents tab.
  3. (Conditional) If you are creating a new proof, click Add New, then click Proof in the menu that appears.
    The New proof page appears.
  4. (Conditional) If you are creating a new version of an existing proof:
    1. Mouse over the URL proof for which you want to create a new version, then select it by clicking in the light blue background surrounding it.
      Select_proof_by_selecting_light_blue_background.png
    2. Click More, then click New Version > Proof in the menu that appears.
      The New proof version page appears.
  5. Type the URL of the website you want to proof in the Add Files area, then press Enter.
    proof_website.png
    The URL appears below the box where you typed it.
    URL_name_appears_below.png
    You can repeat this process to add multiple websites to be proofed.
  6. Click the URL you have added.
    Options for configuring the website proof appear.
    interactive_proof_radio_btn_area.png
  7. (Optional) If you want to change the name of the proof from the website URL to something else, type a Proof name.
  8. Make sure Capture screenshot is selected and use any of the following options.
    NOTE You cannot change this setting if you create subsequent versions of the proof. 
    • Screenshot resolution. Lets you adjust the resolution of your content when reviewers view the proof, allowing them to see how it appears on devices of varying sizes, such as phones, tablets, and monitors.  
      If you select multiple resolutions, a separate proof is created for each resolution you select.
      NOTE When a reviewer comments on the proof, the comment includes the resolution showing when the comment was made so that other reviewers know which resolution is associated with the comment. [For Workfront Proof, we allow this for Interactive proofs. But in Workfront it is only for static proofs?]
    • Look for subpages. Lets you capture the website's subpages as well as its main pages. You can click Select all to include all the pages, or you can click only certain pages you want to be included. The plus and minus buttons let you expand and close the subpage areas in the website.
  9. Click Done.
    Workfront lists the screenshot captures that will be generated for proofing.
    If you selected multiple screenshot resolutions in step 8, the list includes a set of screenshots for each resolution. You can generate these screenshots as separate proofs or combine them into a single proof (see "Single Proof" below). We recommend that you combine them, especially if you are creating a static website proof.
    NOTE If you are adding a new version to an existing URL proof, any options that were configured on the original proof or previous version are maintained in this version.
  10. Continue with "Single Proof" and other subsequent procedures in Configuring Proofs in Workfront.

Generating a Proof for Interactive Content in a ZIP File

You can generate a proof for non-website interactive content stored in a ZIP file. Examples of this type of web content include:

  • Ads with streaming video or audio
  • HTML animations
  • Interactive banners 

Immediately after you add interactive content in a ZIP file to a proof you are creating, Workfront begins creating a proof of the zipped documents. Depending on the file size, the lag time on a document upload can vary. Larger files take longer to create. You can navigate away from the page and Workfront continues to create 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.
    • Make sure the main file (such as index.html, index.htm) is in the root folder and that it is the only .html/.htm file stored there.
      If the main file is not placed in the root folder, Workfront automatically searches the folder to find the main file.
    • 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. Go 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 in the menu that appears.
    The New Proof page appears.
  5. Continue with "Configuring Proofs in Workfront."

 

This article last updated on 2019-03-20 15:49:18 UTC