Adobe Workfront Community Experts on Workfront Proof

This one may be a challenge, so here goes.

The scenario: We have 3 stages on a proof. For the first stage, when the deadline passes, we have that stage lock and reviewers cannot go back in to add comments or make a decision. The reviewers are set to Reviewer & Approver role.

The problem: Using the My Approvals home widget, when a reviewer on stage 1 does not make a decision and the proof is locked, the proof will hang out until they do, but they can't make a decision when it is locked. The issue is our users widget is filling up with proofs that they cannot action and is causing major confusion on what they actually need to review and clutter since we can't filter these out on the widget. Currently, I am spending a lot of time in the back end of proof locking proofs and archiving them in real time once we release assets to clean up their home page.

I have worked with support and they have confirmed the following: 

If a proof has multiple stages and the reviewer in Stage 1 has not made a decision, the proof will continue to appear in the Home page widget, even if Stage 1 is currently locked. This behavior ensures that all pending approval actions are visible until they are resolved or the proof is otherwise cleared through one of the standard conditions (decision made, proof archived, or project marked as completed).

Does anyone have a recommendation on how I can help my users? Is there something I can do with Fusion to reduce the noise on the home page prior to a project being completed and avoid the manual work I am doing currently?

I have explored reports in the past but could not output the report I needed to be effective.

We would like to use "Require Electronic Signature" but it asks for a login and password and our SSO doesn't seem to work.  I've seen conflicting information on Experience League. Do I need to configure SSO in ProofHQ, or... Is this an Admin Console issue or...

I would like to get some recommendations on how other users are using Proof for external contacts. We do not use workflows internally because we need our review process to remain flexible (one user may need to see 1, 2 or 3 rounds and another user on the same rounds may approve first round and this is unpredictable at the start of the round). 

Currently, we are just sending clients a link to view the proof as "reviewer" only. But some clients have been experiencing more and more issues getting into proof with Adobe Admin console (ie being asked for a password to an account they don't have). It's difficult to troubleshoot a third party for these instances. 

What process do others use for reviews outside of an organization (with no WF license)?

Is it possible to build out different custom messages per stage. If I am correct, if you have multiple stages that activated at different times, the custom message created while creating the proof will be the same message that everyone gets. I wish we could do custom messaging for each stage so we can make these messages more specific to the parties in each stage.

Can we combine multiple proofs into one and keep all the comments?

I would like to know when we will be able to upload to the proofing tool: HTML and Sharepoint live links (without the integration - this is forbidden by our IT team).

Our designers often mark up a proof with explanatory comments for our approvers to know "here's what this is, what this is, what this is".  Each time they need to create a new version of the proof, they have to manually rebuild all of those initial comments. Is there any way to transfer or import comments?

On a similar-but-different question, we sometimes receive a PDF that has comments on it (i.e. added in Adobe Acrobat/Reader PDF), but when we upload that PDF as a proof in Workfront, there is no way to see those comments, and they definitely don't "come in" as comments -- is there any feature we're missing to allow that? 

Is there a way to select multiple existing documents in a project (but not necessarily all of them) and combine them into one proof without having to download them, and then reupload them? It would be helpful if there was a way to do this within the system rather than having to add the extra steps of downloading/reuploading.

Hi Everyone!

Our experts @lyndsy-denk , @moniqueevans , and @richard__carlson are on the thread NOW to answer your Proof questions. Hop in and ask your questions now for their help!