Fusion proofing experts, please look! best way to copy settings?

[JennySt5]

I have been working on a new scenario so when a new version of a document is uploaded it will take the proofing settings of the last version and apply them to the new version. (the person uploading the doc is different than the person managing the proof and that second person wants the proof to be done processing by the time they look at it.)

Anyway, I'm hoping someone can tell me if I'm following the most straightforward path. AI bots tell me I am, but they often lie 😅

From what I can tell, there is no straightforward way in fusion to pull the proof settings of a document version then apply them to the new version.

I have settled on using misc action - getDocumentProofTemplate, create a json string then misc action createProofRest to add the settings in advancedProofingOptions

This would be straightforward except the recipients in the first module are outside of the stages, but advancedProofingOptions expects them in the stage array.

I'm about to get to work on a flow to get the recipients, rebuild the stages with the recipients inserted where they belong, but wanted to check with the community first to see if this is currently the most straightforward solution to this.

[SuryaLakhani]

Hi Jenny,

Haven't done this through Fusion, but just curious: why not make the second person an Author for the proof? Allowing them to add a new proof version directly instead of just letting them upload the document? The latest proof version, then, would retain all the original proof settings.  

[JennySt5]

I think it has more to do with not having to train the first person to do anything other than upload a document. they do have the ability to upload a proof. and I've noticed they tend to choose 'simple proof' etc and otherwise do it not the way the proof manager actually wants it to look 🙂

[SuryaLakhani]

Here is what I would suggest trying once:
- Set the proof manager's "Proof Permission Profile" in Workfront as Administrator. 

- Set the proof manager's default role in ProofHQ to Author.

When the first person creates the proof for the first time and adds the proof manager (they can create a simple or automated). The proof manager's profile would default to the Author role, giving them the ability to set up the proof.

The first person retains access to create a new version of the proof. When they add a new version, the proof setup is retained and ready when the manager looks at the new version.

[JennySt5]

like I said, it's more about not having to train the first person. it's much easier for the team to tell them to upload a document.