Send a Document with the enhanced connector

Last update: July 26, 2022

CREATED FOR:

  • User

You can send documents from Workfront to Experience Manager Assets. Documents uploaded and sent from Workfront to Experience Manager Assets still count against your overall document storage. Assets linked from Experience Manager Assets don’t count towards overall storage.

Access requirements

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

Adobe Workfront plan*Pro or higher
Adobe Workfront license*Request or higher
ProductExperience Manager Assets
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

View access or higher on Documents

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.

Prerequisites

Before you begin, you must

  • Install the Workfront for Experience Manager enhanced connector.

Send a Document to Experience Manager Assets

When a user sends a document from Workfront to Experience Manager Assets, mapped metadata transfers along the document. If configured, the metadata syncs continuously each time a change is made.

To send a document:

  1. Go to the Documents area in Workfront, and select the document you want to send.

  2. Click Send to, then choose the Experience Manager Assets integration your administrator set up.

    NOTE
    Any name may be chosen for this integration, so it may not specifically mention Experience Manager Assets.

  3. Choose where you want the asset to go, then click Select Folder.

  4. When you find your desired destination, click Save.

Send a new version to Experience Manager Assets

You can add a new version to a document you have previously uploaded to Workfront. For more information, see Upload a new version of a document. After the latest version is uploaded, you can send it to Experience Manager Assets. If a mapped field in Workfront has changed, the new version updates the metadata in Experience Manager Assets when it sends.

To send the most recent version:

  1. Go to the Documents area in Workfront, and locate the document.

  2. Click Send to, then choose the Experience Manager Assets integration your administrator set up.

    NOTE
    Any name may be chosen for this integration, so it may not specifically mention Experience Manager Assets.

  3. Click Save. The new version saves in the same location as the previous version.

Previous pageLink assets and folders with the enhanced connector
Next pageProof a linked asset with the enhanced connector

Workfront