Expand my Community achievements bar.

Join us LIVE in San Francisco on November 14th for Experience Makers The Skill Exchange. Don't miss out on this free learning event!

Carry Over Settings in New Version

Avatar

Level 2

12/4/17

There needs to be a simple way to create a new version of an existing proof AND carry over settings (people, roles, notification frequency, message subject, message body) from the previous version as a starting point.

These features exist in the standalone ProofHQ and need to be brought into the Workfront environment.

Currently, the only way I'm aware of to create a new version within Workfront is to drag a file on top of the previous, BUT then all settings are blanked out.

Our workaround is to enter the ProofHQ environment and work from there - not exactly a quick (or elegant) solution.