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Question 27 - AD0-E906 discussion

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An internal marketing department is building a new workflow where they need to have the task assignee upload a document. That document then needs to be reviewed and potentially marked up with annotations as part of the review process. Then the document needs to be approved by the director of creative marketing and the customer. Which document management process meets this requirement?

A.
Upload the document using Approvals under document details
Answers
A.
Upload the document using Approvals under document details
B.
Upload the document with a proofing approval workflow attached
Answers
B.
Upload the document with a proofing approval workflow attached
C.
Upload the document to subtask assigned to approvers
Answers
C.
Upload the document to subtask assigned to approvers
Suggested answer: B

Explanation:

For a workflow where a task assignee must upload a document, have it reviewed and marked up with annotations, and then have it approved by the director and customer, the best option is to upload the document with a proofing approval workflow attached. Proofing workflows allow for:

Annotations: Reviewers can mark up the document with comments and annotations.

Approvals: Once the document is reviewed, it can go through the necessary approval stages, including the director and customer.

Option A (using approvals under document details) does not allow for the same level of markup and annotation as a proofing workflow. Option C (uploading to a subtask) is not an ideal way to manage the review and approval process with annotations.

Refer to Workfront's proofing documentation for more information on setting up proofing workflows with annotations and approvals.

asked 02/10/2024
TAMPO DARKOI
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