Best practices: Word document proofing and document storage | Community
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Leah28850075mvkt
Level 5
May 19, 2022
Question

Best practices: Word document proofing and document storage

  • May 19, 2022
  • 1 reply
  • 2059 views

I am wondering how others manage their copywriting proofs and documents. What is the lifecycle? Where do you save? Do you use the proofing tool or the approval workflow? Do you prefer people make suggested edits in Workfront or in the Word doc (as review comments)?

Our current flow:

Copywriters save document on their local drive, uploads to the proof tool, then updates as needed with new proof versions. When the designer needs it, they download the final to their local drive. We don't like to have the copy proofed in the design layout as that creates too much back and forth.

What I'd like to see:

Word document saved in a Sharepoint library, synced with Workfront to proof. Versions can be seen in Workfront and Sharepoint. Designer doesn't need to download the copy document to their machine to work on it - they just open up the synced file. Is this possible? If not, is this something on the roadmap?

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    1 reply

    J
    JillAc
    Level 10
    May 20, 2022

    We have integrated sharepoint so you link from the documents tab to workfront and it eliminates downloading and uploading. Then we use the comments feature in word for reviewing rather than proof. We don’t use approvals for copy at that stage and approvals are done in proof within the final design.

    J
    JamesMa4
    Level 4
    May 20, 2022

    This is basically what we've started to do too, except we haven't yet integrated with Sharepoint, so we're using OneDrive. Not ideal, since the OneDrive folder belongs to an individual and is shared with everyone, vs. a Sharepoint site.

    @Jill Ackerman‚ was it easy to integrate with Sharepoint? It's on my to-do list, but we have a stringent IT group which may make things more complicated.

    Thanks!

    J
    JillAc
    Level 10
    May 20, 2022

    I'm not IT so from my point of view it was really easy!

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