Add documents to Workfront

You can add new documents to Workfront from the file system on your workstation. You can also link documents from third-party applications such as Google Drive and SharePoint.

IMPORTANT
  • You can upload up to 150 documents at one time.
  • There is no limit on the file size.
  • Document downloads are limited to 4GB.

To add a document:

  1. Go to the project, task, or issue where you want to add a new document.

  2. Click the Documents tab, then click the Add New drop-down menu.

    Add new document

  3. Depending on the type of document you want to add, do any of the following:

    Upload documents from your file system on your workstation
    1. From the Add New drop-down menu, select Document.

    2. Browse to and select the document that you want to add from the file system on your workstation.

      You can select multiple documents by pressing the Shift key as you select additional files.

    3. Click Open.

    NOTE: You can also drag and drop files directly from your file manager into the document list.

    Upload documents from a third-party application such as Google Drive or SharePoint
    1. From the Add New drop-down menu, select From <name_of_third-party_application>.

      For example, to upload a document from Google Drive, click From Google Drive.

    2. Follow the prompts to select the document in the third-party application.

      For more information about linked documents, see Link documents from external applications.

    Request a document from another Workfront user
    1. From the Add New drop-down menu, select Request a Document.

    2. In the Who are you requesting it from box, type the name of the user from whom you are requesting the document.

    3. In the Tell them what you're requesting box, type the name of the document.

    4. Click Send Request.

      Your request displays on your Documents tab.

      For more information about requesting documents, see Request a Document.