Community Manager

Adobe Workfront Community Experts on Workfront Proof

Forum|Forum|9 months ago
April 15, 2025
37 replies
11334 views

May 8th, 2025

We are happy to welcome our Workfront Community Advisors and product experts Lyndsy Denk, Monique Evans, and Richard Carlson for an AMA session about Workfront Proof.

Our experts:

Lyndsy Denk is a Marketing Training Manager at IDEXX Laboratories
Monique Evans is a Senior Manager, Global Content Studio Operations at Stanley Black and Decker Inc.
Richard Carlson is a Systems Administrator at Behr Paint Company

How this AMA works:

This thread will open on Wednesday, October 15, for you to start submitting your questions
Reply to this post with any questions you have for our Experts. They will reply to as many of your questions as possible.
After the AMA is over, the thread will be locked for new replies, but it will remain visible as a resource.

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Stryker-1

Level 2

If you add a comment box to a decision choice, is there a way to pull comments into proof reports?

MoniqueEvans

Community Advisor

Great question. It's a stumper!

We're digging into this but none of us can find where this information lives in the backend so @nicholevargas is reaching out to Support and Product to find more details.

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ljorr16

Level 3

What is the best way to set up a "pending proof" report for Reviewers only? I believe there is no way to do this out of the box. Anyone have a workaround or solution?

Lyndsy-Denk

Community Advisor

Correct, you currently cannot generate reports for participants who do not have a decision-making role. However, you can reach out your account partner to request to join the Unified Approvals functionality. This is a limited release thing right now.

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ljorr16

Level 3

Just requested -- thank you!

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BrendaGr2

Level 1

We use Workfront for marketing and reviewing proofs. Periodically, we know a similar document was submitted and want to search within the PowerPoint presentation or PDF. Is there a way to do this? Has anyone done this or found this a need?

MoniqueEvans

Community Advisor

If I recall correctly, Workfront Search is smart enough to read document text. Be sure, the text is not outlines. You may also want to do an advanced search instead of the normal drop down.

LindsayO

Level 2

Is there a way to copy proofs & any proof comments to another proof/version?

Lyndsy-Denk

Community Advisor

You can move a proof, but not copy. Can you say more about what you're trying to accomplish?

If you're looking to give future viewers visibility to past comments, I recommend using the proof versions function and making sure users have the ability to view previous versions.

LindsayO

Level 2

@lyndsy-denk - This question comes from our external reviewers. We need to transfer their comments manually to our internal proofs. The reason being we have one "mega" proof with all clients and then send externally as a separate proof to each client individually - so we want to take the manual transfer out of this either with Fusion or some other way.

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Cici5

Level 1

What do we need to know about upcoming changes to document approvals and markup?

CynthiaBoon

Adobe Employee

I can take this one! So, I'll add the link to the current documentation below, but our team (Nichole, Leslie, and I) will be hosting an event with Jason Barron, where he will share all of the updates. It will be on July 22nd - we don't have the registration link yet, but we will add it to this thread so that everyone here will get a notification.

There were also a few Summit sessions that shared some of the upcoming features, so I wanted to share that link as well.

Elvin_Miali

Level 2

Is there a way to use file sharing services (box, OneDrive, etc...) and/or staged web sites with the proofing tool? We don't always upload content directly to Workfront and having the content available from these sites would be helpful.

Lyndsy-Denk

Community Advisor

In my experience, when you convert a document that is linked through one of the integrations (SharePoint, Box, or OneDrive) to a proof, it essentially takes a snapshot of the file for the purposes of proofing. A user can still click the title of the linked document to go to the live file, but there's a different button to take the user to the proof itself. I can't say I'm enamored with the user experience.

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ljorr16

Level 3

Dang, that kind of defeats the purpose of using a "live link" ....

Elvin_Miali

Level 2

Is there a non-manual way for proof uploaders/creators to kick off an approval workflow?

MoniqueEvans

Community Advisor

This is something that you could attempt with Fusion; however, I would be very hesitant to set this up if your creatives also upload documents that are reference files or things that aren't needed for approvals.

Elvin_Miali

Level 2

Is there a way for the proof approval process to update a tasks status? We'd like to have the task status change back to in progress (or whatever) if a proof is not approved.

ChristinaPisell

Level 2

Some of our users are not being pushed back to the project when they click on a proof link from an email. When they close the proof it pushes them to the general document page and not the document area of that project. Is anyone else having this experience? I know you can click on the project name to get back to the project. It seems like this is the new intended experience.

Lyndsy-Denk

Community Advisor

Yup, I've seen this. Fun fact: Adding someone to a proof workflow does not share the document with them. We suspect that when someone is added to a proof but doesn't have permission to view the document, Workfront has to make a decision of where to direct them upon exiting the proof, thus Documents.

ChristinaPisell

Level 2

Thank you! I had contacted support but couldn't figure out where the issues were. I will look into that to see if that was the case.

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Maureen_Mo

We create a lot of emails and need reviews of website with company reviewers. It seems like the only options to do this review in Workfront is to upload the URL, which just creates a PDF and doesn't allow the user to click around on the page or email OR download a desktop or chrome extension which isn't reasonable for us to ask business owners to do. is there another way to review interactive emails or websites and have users leave comments and feedback without any downloads needed or converting to a PDF?

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BethBa4

Level 2

Agree....the separate proofing app is a problem with reviewers who are unfamiliar with the process. It's a big ask to download an app which can require some jumping through hoops if a company has permissions blocked on what you can add to your device and you may only use once.

Richard_Carlson

Community Advisor

We are long term PHQ - Proofing users and users only need to download the desktop app to replicate interactive functionality. In my experience it is not required for static content.

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