Create a document review or approval request
You can request approval from other users or teams for a document in Adobe Workfront, or request they review a document without needing to approve it.
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, and Calendars, Documents |
| Object permissions | Manage access to the object associated with the request access or approval |
For information, see Access requirements in Workfront documentation.
Create a document review or approval request from the document page
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Hover over the document, then click Document Details.
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Near the document name, select the version of the document you would like to create an approval for in the version dropdown. The latest version will be selected by default.
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Click Approvals in the left pane.
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(Optional) Set a deadline for the approval. Users and teams are notified by email 72 hours, then 24 hours before the specified deadline.
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To add an approver, click the Approver and and begin typing in a user or team name.
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To add a reviewer, click the Reviewer checkbox and begin typing in a user or team name.
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Repeat the previous step to add additional approvers or reviewers.
Create a document review or approval request from the Document Summary panel
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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 pane for that document will open.
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Select the version of the document you would like to create an approval for in the version dropdown. The latest version will be selected by default.
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Scroll down to the Approvals section in the Document Summary pane, then click Add.
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(Optional) Set a deadline for the approval. Users and teams are notified by email 72 hours, then 24 hours before the specified deadline.
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To add an approver, click the Approver and and begin typing in a user or team name.
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To add a reviewer, click the Reviewer checkbox and begin typing in a user or team name.
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Repeat the previous step to add additional approvers or reviewers.