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
You must have the following access to perform the steps in this article:
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|---|---|
| Adobe Workfront plan* | Any |
| Adobe Workfront license* | Review or higher |
| Access level configurations* |
View or higher access to Projects, Tasks, Issues, Templates, Portfolios, Programs, Reports, Dashboards, and Calendars, Documents Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels. |
| Object permissions |
Manage access to the object associated with the request access or approval For information on requesting additional access, see Request access to objects. |
*To find out what plan, license type, or access you have, contact your Workfront administrator.
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.