Add additional approvers or reviewers from the Document Details page

  1. 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 dropdown. The latest version will be selected by default.

  2. Select Approvals in the left pane. All existing approvers and reviewers are listed here.

  3. 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.

  4. Repeat the previous step to add additional approvers or reviewers.

Add additional approvers or reviewers from the Document Summary

  1. Go to the project, task, or issue that contains the document, then select Documents.

  2. Click on the document you need and the Document Summary pane will open.

  3. Select the version of the document you would like to add an approver or reviewer to in the version dropdown. The latest version will be selected by default.

  4. Scroll down to the Approvals section in the Document Summary pane, 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.

  5. Repeat the previous step to add additional approvers or reviewers.

Add additional reviews and approvers from a previous version

If you need approval on a new document version, you can easily add

Previous pageCreate a document review or approval request
Next pageRemove approvers or reviewers from an asset or document

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