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Create an Approval Template for assets and documents

Last update: Wed Jul 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

In the Workfront Setup area, users with a Standard license can create resuable Approval Templates. Once created, Approval Templates can be applied to assets in the Documents area of a project, task, or issue.

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

Expand to view access requirements for the functionality in this article.

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

table 0-row-2 1-row-2 layout-auto html-authored no-header
Adobe Workfront plan* Any
Adobe Workfront license*

New: Standard

or

Current: Plan

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create an Approval Template

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. In the left panel, click Review and Approval > Approval Templates.

  3. Click New Template on the right side of the page.

  4. Specify the following information:

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    Template name Begin typing a name for this template.
    (Optional) Timeframe Enter the timeframe in days . The approval deadline is calcuated from this field once the template is applied to an asset.
    Add approvers or reviewers Begin typing the name of users or teams, then designate them as a reviewer or approver.

  5. Click Save.

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