Follow
Making Decisions on a Proof

The method you use to make a decision on a proof depends on whether the proof is configured with an automated workflow or with an approval. 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 on a Proof with an Automated Workflow

You can make decisions on a in the if you are assigned one of the following roles in an Automated Workflow stage:

  • Approver
  • Reviewer and Approver
  • Author
  • Moderator

This section explains how to make a decision and change a decision on a proof with an Automated Workflow.

Making a 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.
  3. In the Proof decision box that appears, 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.
    • Custom decision: On Select and Premium plans, the system administrator can customize these decisions or add other decisions that are unique to your organization. For more information, see "Configuring Approval Decision Options."
  4. (Conditional) If the system administrator has added a Reasons section, select any applicable reasons for your decision. 
    For more information, see "Configuring Approval Decision Options."
  5. (Optional) Select Send me an email confirmation to receive an email confirmation of your decision.
  6. Click Make Decision.

Changing a Decision on a Proof

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 2019-03-28 21:25:29 UTC