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ZJD_AE Workfront Training Guide - Advisor Proofing 2.3.21 Flipbook PDF
ZJD_AE Workfront Training Guide - Advisor Proofing 2.3.21
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WORKFRONT TRAINING HANDBOOK Advisor Proofing Guide
February 2021
© 2020 Zee Jay Digital, All Rights Reserved. Workfront is a registered trademark of Workfront Inc.
Proofing Guide Table of Contents
1.0 Managing Proof Approvals......................................................................................2 1.1 Viewing a Proof Assigned to Me ......................................................................2 1.2 Using the Proof Markup Tools to Provide Feedback on Deliverable Proofs
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1.3 Providing a Decision on a Proof........................................................................5
Workfront Training Handbook – Advisor Proofing Guide
1.0 Managing Proof Approvals
1.1 Viewing a Proof Assigned to Me Accessing Deliverable Proofs
The Advisors Excel team may submit a Deliverable Proof for your approval using the Workfront Review & Approval tool. To access your Proof:
1. Locate your emailed request to review a Proof 2. Click Go to proof
Opening Deliverable Proofs
Workfront provides two different proofing viewers: 1. To view static or video proofs, you will use the Web Proofing Viewer. This viewer runs in Google Chrome, Firefox, or Safari browsers. Your proof will automatically open in your default browser.
2. To view interactive files like websites or landing pages, you may need to download the Desktop Proofing Viewer to be able to make comments and a decision on these interactive proofs.
To download the Desktop Proofing Viewer to your Mac 1. Click Mac Production Download for the Desktop Proofing Viewer 2. Open the file you downloaded to start the installation
3. Click Continue on the installation box that appears and then Install 4. Open your Interactive Proof
To download the Desktop Proof Viewer to your PC 1. Click Windows Production download for the Desktop Proofing Viewer 2. Open the file you downloaded to start the installation
3. In the installation box that appears, open the file to start the installation 4. In the security warning box, click Run
5. If you install using Internet Explorer, refresh the browser page that launches after the application installs
6. Open your Interactive Proof Workfront Training Handbook – Advisor Proofing Guide
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1.2 Using the Proof Markup Tools to Provide Feedback on Deliverable Proofs 1. Once the proof is open, click Add Comment. Use the Markup Panel to make your edits.
2. Navigate the proof using your mouse, or the Navigation Icons at the bottom of the screen
3. Change the Page View using the top left panel
4. Comments are recorded in the right-hand panel
5. More Menu options are available on the left-hand panel 1
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Workfront Training Handbook – Advisor Proofing Guide
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Proof icons and their meaning
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1.3 Providing a Decision on a Proof If you have been designated as an “Approver” for a proof in addition to being a “Reviewer”: 1. Click the hyperlink Make decision at the top
2. Select decision and click Make decision button
a. Approved – no changes: This project is Approved and does not need changes. Your Account Manager will follow-up with you regarding printing or launching a digital project. b. Changes Required: This project is Not Approved and needs another round of revisions. Please add your revision comments in the proofing tool. i. Make decision: After making your selection, click the Make decision button
Workfront Training Handbook – Advisor Proofing Guide
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