DocumentationWorkfrontWorkfront Guide

Create a document review or approval request

Last update: Fri Jun 28 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

cYou 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.

IMPORTANT
The content of this article refers to updated document approval functionality that is only available for specific accounts. For information on standard approval processes, see the articles listed in Work approvals.

Access requirements

You must have the following access to perform the steps in this article:

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

  1. Hover over the document, then click Document Details.

  2. 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.

  3. Click Approvals in the left pane.

  4. (Optional) Set a deadline for the approval. Users and teams are notified by email 72 hours, then 24 hours before the specified deadline.

  5. To add an approver, click the Approver and and begin typing in a user or team name.

  6. To add a reviewer, click the Reviewer checkbox and begin typing in a user or team name.

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

Create a document review or approval request from the Document Summary pane

  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 for that document will open.

  3. 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.

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

  1. (Optional) Set a deadline for the approval. Users and teams are notified by email 72 hours, then 24 hours before the specified deadline.

  2. To add an approver, click the Approver and and begin typing in a user or team name.

  3. To add a reviewer, click the Reviewer checkbox and begin typing in a user or team name.

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

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