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Upload XD artboards as proofs to Workfront

Last update: Fri May 05 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can upload your artboards as proofs directly to Adobe Workfront for a thorough review and approval.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*

Current plan: Pro or Higher

or

Legacy plan: Premium

For more information about proofing access with the different plans, see .

Adobe Workfront license*

Current plan: Work or Proof

Legacy plan: Any (You must have proofing enabled for the user)

Product
You must have an Adobe Creative Cloud license in addition to a Workfront license.
Proof Permission Profile
Manager or higher
Object permissions

Edit access to Documents

For information on requesting additional access, see Request access to objects.

*To find out what plan, role, or Proof Permission Profile you have, contact your Workfront or Workfront Proof administrator.

Prerequisites

Upload a static Proof

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

  2. Go to the work item where you want to upload a static proof.

  3. Click the Document icon in the navigation bar.

  4. Click New File near the bottom of the plugin.

  5. Select the artboards you wish to upload.

    note tip
    TIP
    • Artboards will appear in the proof in the order they were selected. The first selected artboard will be the first page in the proof, and so on.
    • To quickly select more than one artboard, click and drag the mouse over the artboards you want. This does not allow you to control the order of artboards in the proof.

  6. Enable Create a Proof.

  7. Name the proof.

  8. Choose the type of proof approval you want:

    table 0-row-2 1-row-2 layout-auto html-authored no-header
    Basic:

    Basic approval processes are ad-hoc and can include different reviewers as needed:

    • (Optional) Add Approvers in the box.
    Automated

    Automated approval processes are pre-built by administrators and include specific reviewers and stages. For more information, see Automated Workflow overview.

    • Choose a Workflow Template from the drop-down menu.

  9. (Optional) Adjust automated proof workflow settings

    table 0-row-1 1-row-2 2-row-2 3-row-2 4-row-1 5-row-2 6-row-2 1-colspan-2 12-colspan-2 html-authored no-header
    Proof stages
    Disable stages

    1. Toggle Select all to disable all stages.

      Or

    2. Toggle individual stages.
    Add recipients
    1. In the Add new recipient box, begin typing the user's name.
    2. Specify the Proof Role.
    3. Choose the type of email alerts for the recipient.
    Set a deadline
    1. Choose a deadline.
    Email notifications
    Notify recipients about the proof
    1. Enable the checkbox to notify users when the proof is created.
    Add a custom message
    1. Type a subject.
    2. Type the custom message.

  10. (Optional) Type a comment in the Updates area.

  11. Choose the export format from the Asset Type drop-down menu.

  12. (Optional) If you select PDF as the asset type and have more than one artboard selected, choose if you want to export your artboards as Single PDF files or Multiple PDF files.

  13. (Optional) Name the PDF.

  14. Click Upload.
    The document appears in the Documents area in the plugin and the desktop app.

Upload an interactive proof upload-an-interactive-proof

You can create an interactive proof for your artboards with the Workfront for Adobe plugin. It is a 2-step process. First you need to create an interactive link, then you need to upload the proof to a work item.

  1. Open your artboard, then click Share in the top-left area of the screen.

  2. Specify the link settings:

    1. Name the link.

    2. Choose a view setting.

    3. In the Link Access section, ensure Anyone with this link is selected.

      You must enable this type of access in order to generate an interactive proof.

    4. Click Create Link.

  3. Click back to Design in the top-left area of the screen. Continue to the Upload an interactive proof section below.

    note note
    NOTE
    You may need to reopen the plugin panel in the bottom-left corner of the screen.

Upload an interactive proof

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

  2. Go to the work item where you want to upload an interactive proof.

  3. Click the Document icon in the navigation bar.

  4. Click New File near the bottom of the plugin.

  5. Enable Create a Proof.

  6. Choose the type of proof approval you want:

    table 0-row-2 1-row-2 layout-auto html-authored no-header
    Basic:

    Basic approval processes are ad-hoc and can include different reviewers as needed:

    • (Optional) Add Approvers in the box.
    Automated

    Automated approval processes are pre-built by administrators and include specific reviewers and stages. For more information, see Automated Workflow overview.

    • Choose a Workflow Template from the drop-down menu.

  7. (Optional) Adjust automated proof workflow settings

    table 0-row-1 1-row-2 2-row-2 3-row-2 4-row-1 5-row-2 6-row-2 1-colspan-2 12-colspan-2 html-authored no-header
    Proof stages
    Disable stages

    1. Toggle Select all to disable all stages.

      Or

    2. Toggle individual stages.
    Add recipients
    1. In the Add new recipient box, begin typing the user's name.
    2. Specify the Proof Role.
    3. Choose the type of email alerts for the recipient.
    Set a deadline
    1. Choose a deadline.
    Email notifications
    Notify recipients about the proof
    1. Enable the checkbox to notify users when the proof is created.
    Add a custom message
    1. Type a subject.
    2. Type the custom message.

  8. (Optional) Type a comment in the Updates area.

  9. In the Asset Type drop-down menu, choose the link you just created under the Shared links tab. For more information, see Create an interactive link for your artboard.

  10. Click Upload.

    The document appears in the Documents area in the plugin and the desktop app.

    note important
    IMPORTANT
    Users must have access to the Desktop Proofing Viewer to review and approve interactive proofs. For more information, see Install the Desktop Proofing Viewer.

Upload a new proof version

You can upload a new version of a proof. The plugin remembers the proofing workflow set on the previous version, but you can change this if you wish.

  1. Click the Menu icon in the top-right corner, then select Work List. You can also use the menu to navigate to parent objects.

  2. Go to the work item you need to upload a document to.

  3. Click the Document icon in the navigation bar.

  4. Click New Version near the bottom of the plugin.

  5. Enable Create a Proof.

  6. Select the artboards you wish to upload.

    note note
    NOTE
    If you want to upload a new version of an .svg, .png, or .jpg, you can upload only one artboard.

  7. Choose the type of proof approval you want:

    table 0-row-2 1-row-2 layout-auto html-authored no-header
    Basic:

    Basic approval processes are ad-hoc and can include different reviewers as needed:

    • (Optional) Add Approvers in the box.
    Automated

    Automated approval processes are pre-built by administrators and include specific reviewers and stages. For more information, see Automated Workflow overview.

    • Choose a Workflow Template from the drop-down menu.

  8. (Optional) Adjust automated proof workflow settings

    table 0-row-1 1-row-2 2-row-2 3-row-2 4-row-1 5-row-2 6-row-2 1-colspan-2 12-colspan-2 html-authored no-header
    Proof stages
    Disable stages

    1. Toggle Select all to disable all stages.

      Or

    2. Toggle individual stages.
    Add recipients
    1. In the Add new recipient box, begin typing the user's name.
    2. Specify the Proof Role.
    3. Choose the type of email alerts for the recipient.
    Set a deadline
    1. Choose a deadline.
    Email notifications
    Notify recipients about the proof
    1. Enable the checkbox to notify users when the proof is created.
    Add a custom message
    1. Type a subject.
    2. Type the custom message.

  9. Choose the export format from the Asset Type drop-down menu.

  10. (Optional) Type a comment in the Updates area.

  11. (Optional) If you select PDF as the asset type and have more than one artboard selected, choose if you want to export your artboards as Single PDF files or Multiple PDF files.

  12. (Optional) Name the PDF.

  13. Click Upload.
    The document appears in the Documents area in the plugin and the desktop app.

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