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Configuring Proofing Viewer Settings

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

You can configure the following settings for both the Web Proofing Viewer and the Desktop Proofing Viewer:

  • Whether comment markups and pins display on proofs.
  • Whether the markup tools display across the top of the Proofing Viewer or in a drop-down menu.
  • Which email notifications you receive as a reviewer on the proof you have open.
  • Whether the Desktop Proofing Viewer is the default viewer for all types of proofs (static and video, as well as interactive).

And you can configure the following settings for the Desktop Proofing Viewer:

  • How you want links within website content to open in the Viewer. 
  • Whether the background color of the Desktop Proofing Viewer is the default near-black color or white.
  • What happens when you click a link that is set to open in a new browser tab or window.
  • Clear the cache data that might be saved with the proof you are viewing in order to enable content such as pop-ups (that can be blocked by browser cache data) to display in the Viewer. 

To configure Proofing Viewer settings:

  1. Open the Web Proofing Viewer or the Desktop Proofing Viewer:
    • If you proof within Workfront, go to a document list containing a proof you want to view, hover over the document, then click Open proof.
    • If you use Workfront Proof, click the Go to Proof icon for the proof in the Dashboard or a Views list.
      Go_to_Proof_blue_icon.png
    • If you want to configure the settings for the Desktop Proofing Viewer, "Opening Proofs in the Desktop Proofing Viewer."
  2. If the left toolbar is not showing, click the Menu icon, located in the upper-left corner of the Web Proofing Viewer.
    Menu_icon_in_Proofing_Viewer.png
  3. In the left toolbar, click the Settings icon.

  4. Configure any of the following Settings that display.
    The settings available might vary depending on the type of proof you have open.
    • Show markups (always available in the Web Proofing Viewer and the Desktop Proofing Viewer): These are the comment marks that reviewers add to proofs when they use the markup tools. If you disable them, you can still see them when you click a comment in the comment list. 
      This setting is in effect for all proofs you open.
    • Show pins  (always available in the Web Proofing Viewer and the Desktop Proofing Viewer): These are the numbered pins that reviewers add to proofs when they use the markup tools. They indicate where and in what order the reviewer added comments. If you disable them, you can still see them when you click a comment in the comment list.
      This setting is in effect all proofs you open.
    • Use expanded markup tools (always available in the Web Proofing Viewer and the Desktop Proofing Viewer): By default, the markup tool options display across the top of the proofing viewer. You can configure them to display in a vertical menu that opens only when you click it.
      This setting is in effect for all proofs you open.
    • Send me email notifications about (always available in the Web Proofing Viewer and the Desktop Proofing Viewer)
      This setting affects only the proof you have open. 
      • All activity: An email is sent to the reviewer every time there is any activity on the proof, such as a new comment, reply, or decision.
        This is a great option for the person who is managing the proofing process because it allows them to see the activity as it happens. Users do not receive an email alert about their own activity (for example, comments, replies, and decisions made.)
      • Replies to my comments: An email is sent to the reviewer only if someone replies explicitly to their comment (this excludes their own replies on their own comments). This means that if somebody on the proof makes a new comment, the reviewer is not notified.
        This setting is recommended for your clients on the proof so that they are not notified of any other comments on the proof, and are notified only of replies to their own comments.
        Although reviewers with this email alert setting are not notified of other new comments, they can still view all comments on the proof in the Proof Viewer.
        For information about comments, see "Managing Comments in the Proofing Viewer."
      • Decisions: An email is sent to the reviewer only when someone makes a decision.
        This email alert can be useful for the person who is managing the approval process (such as a project manager) because it allows the person managing the approval process to monitor progress on the proof and to see which users have made their decision.
        You are not notified of your own decision unless you select an email confirmation option when submitting your decision.
      • Final decision: An email is sent when the final decision is made on the proof (when the last approver on the proof has made their decision).
        This alert is often used by the designer because the designer does not need to take part in the actual review discussion. When the final decision is made, the designer is notified and can then take action on any necessary changes.
        This alert can also be useful for a department leader who needs to be notified only when the review process is finished.
      • Hourly Summary: An email is sent to the reviewer every hour with a summary of all the comments, replies, and decisions that have occurred in the last hour.
        The email is sent only when activity besides your own occurs within the past hour. If there is no activity from other users, no email is sent.
        This alert is a good way of seeing an overview of the project.
        An example use case for this summary is a senior reviewer who needs an overview of the project but does not need to be notified immediately of all activity on the proof.
      • Daily Summary: (default setting): An email is sent every day with all comments, replies, and decisions listed. An email is sent only on days when there is activity besides your own.
        This alert is a good way of seeing a summary of the project without being overwhelmed with multiple updates throughout the day.
        An example use case for this summary is a department leader who wants to monitor the overall progress of the project.
        For more information, see "Managing Comments in the Proofing Viewer" and "Making Decisions on a Proof."
      • No email: No email alerts are sent.
        This setting is useful for a person who is added to a proof only for reference purposes and does not need to be notified of any changes.
        The system default is Daily summary (also seen as Not Set). If you or your reviewers do not make any other changes, all your proofs have this setting. 
    • Use desktop app as default (available in the Web Proofing Viewer; also available in the Desktop Proofing Viewer if you have opened a non-interactive proof): By default, static and video proofs open in the Web Proofing Viewer in your web browser, and interactive proofs open in the Desktop Proofing Viewer (interactive proofs cannot be opened in the Web Proofing Viewer).
      This setting lets you configure the Desktop Proofing Viewer as the default viewer for all types of proofs (static and video, as well as interactive). For more information about this setting, see "Desktop Proofing Viewer" in the article, "Configuring Proof Settings for Your Organization".
    • When clicking hyperlinks in a proof (available only in the Desktop Proofing Viewer): Select an option to specify what happens in the Desktop Proofing Viewer when you click a link that is set to open in a new browser tab or window.
      This setting is in effect for all interactive proofs you open.
      • Open within the Proofing Viewer: Links always open within the Desktop Proofing Viewer and you can proof the linked content.
      • Open in the browser: Links always open within the browser. You are not able to proof the linked content.
      • Ask me every time (default option): You are prompted each time whether you want to open the link within the Desktop Proofing Viewer or in the browser. If you open the link within the Desktop Proofing Viewer, you can proof the linked content. If you open the link in the browser, you are not able to proof the linked content.
        proof_desktop_alwaysask.png
    • Background color: Change the background color of the Desktop Proofing Viewer from the default near-black color to white. This can make it easier to see interactive content that has a transparent background instead of a white background.
      This setting affects only the proof you have open.
    • Clear cache: Clears the browser cache data that might be saved with the proof you are viewing. This enables content such as pop-ups (that can be blocked by browser cache data) to display in the Desktop Proofing Viewer. 
      The data that is cleared includes the HTTP cache (such as images to be reused after the next page refresh) and the web storage data cache (such as cookies and data that identifies users).
      This setting affects only the proof you have open. 
This article last updated on 2019-02-02 21:23:49 UTC