Available functionality for document approvals
There are currently 3 different systems available in Workfront for document approvals:
Legacy document approvals
Legacy document approvals will be removed from Workfront at a future date. The Unified Approvals system has been designed to replace Legacy document approvals.
Key features available for legacy document approvals:
- Add users as approvers
- Review and comment in the proofing viewer
- Create approval reports with legacy reporting
- Access approval requests in the My Approvals widget in the Home area
For more information, see Legacy document approvals.
Unified Approvals
Unified Approvals is a redesign of the legacy approvals system. Currently available in limited release, it is designed to be a practical and effective solution for businesses requiring comprehensive stakeholder engagement and version-specific document approvals.
For more detailed information about Unified Approvals, see Unified Approvals overview.
Key features available for Unified Approvals:
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Add users and teams as approvers and reviewers
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Set deadlines
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Create and use templates
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Review, comment, and make decisions in the proofing viewer
For more information about using the proofing viewer, see Use Unified Approvals and proofing together. -
View multiple key performance indicators for your approvals in Workfront Home widgets
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Use Canvas Dashboards, currently in beta, to view reporting details about Unified Approvals
For more information on reporting, see Create a report dashboard for review and approvals. -
Create multiple stage approvals
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Access review and approval requests in the My Approvals widget in the Home area
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Use the Frame.io viewer to review and approve documents. For more information, see Get started with unified review and approval.
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Use the AI Reviewer to automate brand compliance reviews. For more information, see Get started with the Workfront AI Reviewer.
Proof approvals
Proof approvals allow you to use basic and automated workflows to manage complex review and approve processes. For more information about proofing, see Proofing.
Features available for proofing:
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Use proof roles to tailor proof access and capabilities
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Set deadlines
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Create and use templates
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Review and comment in the proofing viewer
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Use legacy reporting to create reports
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Make decisions in the proofing viewer
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Create multiple stage approvals
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Use basic or automated workflows
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Access approval requests in the My Approvals widget in the Home area