Reviews

Question

We are trying to figure out a more efficient process for reviewing and approving text copy before the design phase begins.  Our writers currently send the client the Word document via email to be reviewed for typos or edits. They do not like using WF proofs because there is no way to accept edits like they can using tracking in Word. They feel the WF proof is too cumbersome to use if multiple rounds of copy edits are needed. I can understand that, but because of this, we have no way of tracking the time of the review or the progress of the project until the editor uploads the final approved copy.  Does anyone have a more efficient process for reviewing copy within the WF platform?

skyehansen · Answer

I think it's important to understand that the use of Proof is as a review-only tool. Most teams who use this functionality do so, because they wish to be the only ones editing their work.

I would recommend you investigate using a file management system that allows everyone to edit the uploaded file equally, AND can be linked to with Workfront, such as sharepoint, onedrive, box, google drive, or whatever else Workfront links to (disclaimer: I don't know which ones allow editing. I think drive, sharepoint and onedrive all do). You can then link to the doc in your Workfront documents section as normal, and assign your work around the link rather than an uploaded file.

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