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AllisonLi1
AllisonLi1
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  • That functionality currently does not exist within Workfront's review and approval capabilities. Right now, workflow templates have to be assigned manually. A document does need to have a proof generated in order to have a proofing workflow assigned. A quick test I just ran shows that uploading a do...

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  • Are you looking at the notification from Workfront or the notification from proofing? I prefer the notifications from proofing. I especially like the daily roundup emails, because it has the numbers next to each of the comments, shows the comment and shows the reply. Allison Lippert Workfront alliso...

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  • I don't know your workflows, but just curious ... Is there a reason you're not having your outside users review the PDF using the proofing viewer? You can add people to a proofing workflow by their email address, even if they're not a Workfront or PHQ user. Now, I know there are multiple reasons for...

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  • And don't forget that you can schedule automatic delivery of individual reports directly from Workfront. So if you get a report written that you want to share with people on a regular basis, just go to the Report Actions menu, select Send Report, and then set up a repeating delivery. Allison Lippert...

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  • What David said is spot on. But you do want to be careful with reusing a field from the Field Library for a few reasons. 1) If you make a change to the field -- name, size, format, etc. -- on one of the custom forms it's used on, it makes the change on ALL of the custom forms the field is used on. 2...

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  • My name is Allison Lippert, and I help coordinate the Administrator Boot Camps along with others on the Training team here at Workfront ... Aubrey Hayes, Chris Knittle, and Isaac Etter. A seat at the boot camp is $1,000. You can register online and pay with a credit card on the "http://lp.workfront....

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  • Please feel free to reach out to your Workfront team, too. We have several people on the Training team who love to talk adoption, as do all of our customer success managers, solutions architects, etc. Workfront can work with you to hold promotion events at your company and help you champion Workfron...

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  • In addition to checking the Sharing on the projects as Skye suggested, check the Sharing on the custom form itself. Also, check any section breaks to make sure the permissions on those permit users other than admins to view/edit a section. Step #17 in this support article talks about the Sharing on ...

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  • When we teach and talk about templates in our Training classes, we talk about them as starting points for a project. I tell my class attendees to make a template for how a project will be 90% of the time, then just modify the project for that other 10% -- add tasks, delete tasks, adjust durations, u...

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  • You also may want to check the Sharing options on the project templates themselves. "Template sharing" means the users listed can use the template to make projects. "Project sharing" (on the template) means that when that template is used to make a project, the users listed will have access to the p...

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