Add additional approvers or reviewers to a document approval workflow
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.
You can add additional approvers or reviewers to a document approval workflow that already has pending approvals.
Access requirements
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|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Contributor or higher Review or higher If you are using the Frame.io integration, you must have a Standard license to create approval workflows. |
| Access level configurations | View or higher access to Projects, Tasks, Issues, Templates, Portfolios, Programs, Reports, Dashboards, Calendars, and Documents |
| Object permissions | View or higher access to the object associated with the request access or approval |
For information, see Access requirements in Workfront documentation.
Add additional approvers or reviewers from the Document Details page in your production environment
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Go to the document page by clicking on the name of the document, then select the version of the document you would like to add an approver or reviewer to in the version drop-down menu. The latest version is selected by default.
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Select Approvals in the left panel. All existing approvers and reviewers are listed here.
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To add an approver, ensure that the Approver checkbox is checked, then begin typing in the Reviewers text box. You can add Workfront users or teams by name. If you would like to add a reviewer instead, simply uncheck the Approver checkbox before typing.
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Repeat the previous step to add additional approvers or reviewers.
Add additional approvers or reviewers from the Document Summary in your production environment
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Go to the project, task, or issue that contains the document, then select Documents.
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Click on the document you need and the Document Summary panel will open.
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Select the version of the document you would like to add an approver or reviewer to in the version drop-down menu. The latest version is selected by default.
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Scroll down to the Approvals section in the Document Summary panel, where all of the existing approvers and reviewers are listed. To add an approver, ensure that the Approver checkbox is checked, then begin typing in the Reviewers text box. You can add Workfront users or teams by name. If you would like to add a reviewer instead, simply uncheck the Approver checkbox before typing.
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Repeat the previous step to add additional approvers or reviewers.
Add additional approvers or reviewers from the Document Summary in the preview environment in the legacy documents area
If your organization is on Workfront storage, you will see the legacy documents area when you access documents in Workfront. For more information about Workfront storage, see Workfront Storage vs. Adobe enterprise storage.
To add additional approvers or reviewers from the Document Summary:
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Go to the project, task, or issue that contains the document, then select Documents in the left panel.
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Click on the document you need and the Document Summary panel for that document will open.
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Select the version of the document you would like to add an approver or reviewer to in the version drop-down menu. The latest version is selected by default.
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Scroll down to the Approvals section, then click Edit workflow.
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Locate the stage you would like to add approvers or reviewers to, then add the user’s name or email in the text box. You can also add an entire team if needed.
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Once their name is added, choose if they are an approver or reviewer.
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Repeat steps 5-6 to add additional approvers or reviewers.
Once you save, the participants added receive an email notification that their approval or review is needed on the document.
Add additional approvers or reviewers from the Document Summary in the new documents area
If your organization uses enterprise storage, you will see the new documents area when you access documents in Workfront. For more information about enterprise storage, see Enterprise storage overview.
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Go to the project, task, or issue that contains the document, then select Documents in the left panel.
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Click on the document, then click the Approvals icon on the right side of the page.
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Click Edit workflow.
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Locate the stage you would like to add approvers or reviewers to, then add the user’s name or email in the text box. You can also add an entire team if needed.
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Once their name is added, choose if they are an approver or reviewer.
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Repeat steps 5-6 to add additional approvers or reviewers.
Once you save, the participants added receive an email notification that their approval or review is needed on the document.