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Create an approval workflow template for documents

Last update: Wed Mar 11 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

In the Workfront Setup area, users with a Standard license can create reusable Approval Templates. Once created, Approval Templates can be applied to assets in the Documents area of a project, task, or issue.

IMPORTANT
The content of this article refers to updated document approval functionality that is only available for specific accounts. For information on standard approval processes, see the articles listed in Work approvals.

Access requirements

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

Standard

Plan

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

Create an Approval Template in your production environment

  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 Setup Setup icon .

  2. In the left panel, click Review and Approval > Approval Templates.

  3. Click New Template on the right side of the page.

  4. Specify the following information:

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    Template name Begin typing a name for this template.
    (Optional) Timeframe Enter the timeframe in days . The approval deadline is calculated from this field once the template is applied to an asset.
    Add approvers or reviewers Begin typing the name of users or teams, then designate them as a reviewer or approver.

  5. Click Save.

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Create an Approval Template in your preview environment

  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 Setup Setup icon .

  2. In the left panel, click Review and Approval > Approval Templates.

  3. Click New Template on the right side of the page.

  4. Fill in the following details:

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    Template name Add a template name.
    Stage name Add a stage name. You can change the name to something more descriptive, such as Initial Review or Final Approval.
    Add names or emails Begin typing a user or team name to add as an approver or reviewer. If you only have reviewers, they will be notified and have the option to complete the review but no decision will be required or made.
    One decision required (optional) The first person who makes a decision completes the stage.
    Workdays until due date Choose how many workdays until the approval is due after a stage is activated.

  5. (Optional) Repeat the previous step to add additional stages as needed.

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    NOTE
    If you add multiple stages, the approval workflow proceeds in the order the stages are listed. When all required decisions are made, the next stage begins and the previous stage is locked.

    Document details

  6. Click Save.

Once the template is created, it can be applied to documents in the Documents area of a project, task, or issue to begin the formal review and approval process in Workfront.

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