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

Expand to view access requirements for the functionality in this article.
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Adobe Workfront package Any
Adobe Workfront licenses

Contributor or higher

Request or higher

Access level configurations* Edit access to Documents
Object permissions

Manage access to the Document

Permission to add Documents to the new object

For more detail about the information in this table, see Access requirements in Workfront documentation.

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 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.

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