Create a document approval request

You can request approval from other users or teams for a document in Adobe Workfront, or request they review a document without needing to approve it.

IMPORTANT
The content of this article refers to updated document approval functionality that is only available for specific accounts. For information on standard approval processes, see the articles listed in Work approvals.

Access requirements

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

Adobe Workfront plan*
Any
Adobe Workfront license*
Review or higher
Access level configurations*

View or higher access to Projects, Tasks, Issues, Templates, Portfolios, Programs, Reports, Dashboards, and Calendars, Documents

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage access to the object associated with the request access or approval

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

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Create a document approval from the document page

  1. Go to the document page by clicking on the name of the document, then select the version of the document you would like to create an approval for in the version dropdown. The latest version will be selected by default.

  2. Select Approvals in the left pane.

  3. To add an approver, ensure that the Approver checkbox is checked then begin typing in the Reviewers text box. You can add Workfront users or teams by name. If you would like to add a reviewer instead, simply uncheck the Approver checkbox before typing.

  4. Repeat the previous step to add additional approvers or reviewers.

Create a document approval from the Document Summary pane

  1. Go to the project, task, or issue that contains the document, then select Documents.

  2. Click on the document you need and the Document Summary pane for that document will open.

  3. Select the version of the document you would like to create an approval for in the version dropdown. The latest version will be selected by default.

  4. Scroll down to the Approvals section in the Document Summary pane. To add an approver, ensure that the Approver checkbox is checked then begin typing in the Reviewers text box. You can add Workfront users or teams by name. If you would like to add a reviewer instead, simply uncheck the Approver checkbox before typing.

  5. Repeat the previous step to add additional approvers or reviewers.

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