Move documents

A user with manage rights on a document can move the document to another object.

The user mustĀ also have permissions to add documents to the new object to complete this action.

When you move a document, any of the following will also move with the document:

  • Document versions
  • Document proofs
  • Document approvals

Access requirements

You must have the following:

Adobe Workfront plan*
Adobe Workfront licenses*
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.

Object permissions

Manage access to the Document

Permission to add Documents to the new object

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.

Move a document

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

  2. Find the document you need.

  3. Click the Move icon .

  4. From the drop-down menu in the box that appears, click Issue, Project or Task to indicate the type of object where you want to move the document.

  5. Type the name of the Issue, Project or Task in the text box.

  6. Click Finish.

You can also move a document from the Document Details page. For more information, see in the article .