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  • Hi @Randall Drum -- I don't think it was always like this, however I've found that now when I create personal tasks, the default sharing setting is to share the task with all of the teams I belong to, so no it's not private by default. Once you create the task, you can navigate to it and change the ...

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  • Thanks @Jeannie Hart We do know about the /login direction. Our issue is this direction will never make it into the hands of an external user. They'll click the link in the email and receive an error message and that is likely where their attempt will end. External users are engaged by our requester...

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  • Do you have SSO set up? If so, do you share: Documents with users external to your company? How do you get this to work for these external users? Proofs with external users? Does this change the SSO requirement or user experience because the URL is different? We currently also have setup so we ...

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  • We just watched the release webinar, where we learned that the new desktop proofing app will be the "only way going forward" to proof interactive content. The problem is, our very large financial institution does not permit us to install custom software on our computers. And I am positive we are far...

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  • Our experience is the same and has always been, since they launched the new Home area. My guess is the "Assignments" field that is displaying is non-native and has been custom built. We have been careful just to keep it where it is... Perhaps you can open a support ticket to have them replace it int...

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  • Hi @Skye Boardman I tested this out and found I was able to delete the document, regardless of whether it had updates or proof comments on it... Barbara Barbara Sedlack BMO Financial Group

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  • We almost had a critical project go off the rails today, Friday afternoon , because a requester approved a document and the project manager had no idea. A work management application where a project manager (project owner) is NOT notified about critical information such as approvals is unacceptable....

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  • From what I know about automated workflows (which granted is not much), they definitely are not usable by our internal creative team. Not having visibility into approval deadlines is a flaw. As you say Skye, what is the point of being able to input a deadline if the approver can't see what it is? Qu...

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  • @Skye Boardman Oh man if Document Search is another Premium Proofing-only tool, I'm going to freak out! We are stuck in old licence-land so we don't have Premium Proofing capabilities... *Edit* to say, we will be getting premium proofing in June, so only a few more months to go! Question, what scree...

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  • Thanks @Allison Lippert for the links, though they do leave me with some questions about proofing features that are listed in the Understanding the differences... page: I can't find any information on what these things mean or how to get them to work: Comment auto-updates Resume Comments Dup...

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