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Making Decisions on a Proof

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

If you have the rights to do so, you can make an approval decision on a proof in the Web Proofing Viewer or the Desktop Proofing Viewer. 

The method you use to do this depends on whether the proof is configured with an automated workflow or with an approval. Typically, users configure proofs with an automated workflow in Workfront Proof, or with an approval in Workfront.

If you need more information about these two approval processes, see "Adding and Managing Automated Workflows for Proofs" and "Approving Work."

NOTE: A single proof should not include both decision types (automated workflow and approval). 

Making a Decision When Configured with an Automated Workflow

Understanding When You Can Make a Proof Approval Decision

You can make decisions on a proof when it is configured with an automated workflow (within Workfront Proof) and you are set as an approver with any of these roles in an automated workflow step:

See "Assigning Proof Roles" in "Managing Proof Roles" for more information.

Making an Approval Decision on a Proof

  1. Open the proof where you want to make a decision.
  2. Click Make Decision at the top-center of the proofing viewer.

    The Proof decision dialog box displays.
  3. Click one of the following decisions:
    • Approved: Proof is ready to move to the next stage of the automated workflow.
    • Approved with changes: Proof requires some changes, but you do not need to see the revision before it moves to the next stage of the automated workflow.
    • Changes required: Proof requires changes and you need to see another revision before it moves to the next stage of the automated workflow.
    • Not relevant: Proof is not relevant to you and you do not need to make a decision.
      On Select and Premium plans, the system administrator can add other decisions that are unique to your organization. For more information, see "Decisions configuration."
  4. (Conditional) If the system administrator has added a Reasons section, select any applicable reasons for your decision. For more information, see "Decisions configuration."
  5. (Optional) Select Send me an email confirmation to receive an email confirmation of your decision.
  6. Click Make Decision.

Changing Your Proof Approval Decision

As long as the proof is active (not locked or archived) you can change your decision at any time. 

  1. Open the proof where you want to change your decision.
  2. Click the decision you made at the top-center of the proofing viewer.
    The Proof decision dialog box displays with your current decision selected.
  3. Click Remove decision beneath the decision you made previously.
  4. (Optional) Continue with "Making a Decision on a Proof."

Making a Decision When the Proof is Configured with an Approval Process

You can make decisions on a proof when it is configured with an approval process (within Workfront) and a user has sent you a document approval request, as described in "Requesting Document Approvals."

Making a Workfront Approval Decision in a Proof

  1. Open the proof of the document that you want to make a decision on.
    The Web Proofing Viewer or Desktop Proofing Viewer opens and displays the approval decision buttons.
  2. Select whether you want to Approve, require Changes, or Reject the approval request.

Changing Your Workfront Approval Decision in a Proof

  1. Open the proof of the document where you want to change your Workfront approval decision.
  2. At the top-center of the proofing viewer, click the decision you made previously.
    The Proof decision dialog box displays with your current decision selected.
  3. Select whether you want to Approve, require Changes, or Reject the approval request.
This article last updated on 2018-07-10 17:08:08 UTC