Here is the desired Process:
Success Criteria: The Client should only be able to see their Proof Versions (Version 1 and Version 3)
When I tried the above process in WF, when I logged in as the "Client" user, I was able to see all three Versions of the Proof and read all the internal comments (on Version 2).
Hoping someone has figured a better process out.
Topics help categorize Community content and increase your ability to discover relevant content.
We have a similar issue.
Our proofs start with the designer.
Now as far as who can see what. The internal team can see everything because of their proofing licenses. The client can only see the proofs that they were included on (from within the proofing program) For instance if version 1 was sent to them and then version 2 went through internally and needed changes, then version 3 was approved internally and sent to the client. When the client opens the proof they are only given the option to toggle between version 3 & 1. which is great.
The problem lies if they access the proof through the details link in the email message. If they get to the document details page they are given access to all versions. (I've had conversations with WF about this being a problem but it doesn't sound like it will be fixed as they see it as (if you give access to the proof document that should give them access to the entire document). So as of now our clients can see all the versions if they access in this way BUT any comments that were made on those versions they weren't part of the proofing process will not be visible because we set those stages to private. At least that part works.
i know this is a long ramble. I'd be more than happy to chat with you if you think you could benefit from the process we use.