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SOLVED

uploading a document

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Level 4

Is there anyway to upload a document as a normal document? It keeps showing as 'generating proof' even when I click 'upload document'. screenshot attached.

 

 

 

 

1 Accepted Solution

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Correct answer by
Community Advisor

If it's something you want to look into for your system you could run a report to find users that have it check marked as true with this filter on a user report. It will pull through deactivated users so I would suggest creating all your filters through the native filtering tool first then switch to text mode and add it. 

 

EXISTS:a:$$OBJCODE=USERPF
EXISTS:a:name=marketingsolutions.proofing.autogenerate
EXISTS:a:userID=FIELD:ID
EXISTS:a:value=true

 

 

 




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5 Replies

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Community Advisor

There is a setting in your user profile that makes all documents load as proofs. You or a system admin will need to uncheck that box if you don't want documents to default to proofs. 

 

KellieGardner_0-1699377114738.png

 




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Level 4

Thank you!!!! Mystery solved. What is the general preference? Why would one person do one way over the other, other of curiosity? 

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Community Advisor

Personally, I have it check marked for graphic designers or other similar roles that typically load documents that go out for proof reviews. Everyone else I have it unchecked.




Avatar

Correct answer by
Community Advisor

If it's something you want to look into for your system you could run a report to find users that have it check marked as true with this filter on a user report. It will pull through deactivated users so I would suggest creating all your filters through the native filtering tool first then switch to text mode and add it. 

 

EXISTS:a:$$OBJCODE=USERPF
EXISTS:a:name=marketingsolutions.proofing.autogenerate
EXISTS:a:userID=FIELD:ID
EXISTS:a:value=true