Add documents on cards

You can add documents to connected cards on Adobe Workfront Boards. Any documents you add on the card become available on the Documents tab of the connected task or issue, and documents added on the task or issue are visible on the card. The same file types are supported in both areas. For more information on documents in Workfront, see Add documents to Adobe Workfront from your file system.

Documents are only available on connected cards. For more information, see Use connected cards on boards.

Access requirements

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

Adobe Workfront plan*
Adobe Workfront license*
Request or higher
Access level configurations*

Edit access to 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.

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

Add a document to a card

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. Open the connected card you want to add a document to.

  3. Drag and drop the file into the Documents area, or click Add document to select a file.

    The file appears in the Documents area.

    Documents added to card

View an existing document from the card

  1. On the card, locate the Documents area. Click List icon to view all documents in a list, or click Gallery icon to view the documents in a gallery.

  2. Hover over the document thumbnail, and click Preview to view the file in the browser or Download to download the file to your computer.

    note note
    PDFs do not show a thumbnail image.