Use new document approvals and proofing together
New document approvals in Workfront introduces a new set of features to help you review and approve documents. You can use the new document approvals workflow with the existing proofing viewer to add comments and markup to documents in review.
There are some key differences in the workflow when using new document approvals and proofing together:
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Decision buttons do not appear in the proofing viewer
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Participants are shown in the document Summary, not the proofing workflow
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Sent, Opened, Comment, Decision (SOCD) details in the document list is proofing related and does not reflect the decision status of the document.
Upload a document and create a proof
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Go to the project, task, or issue where you want to add a new document.
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Click the Documents tab, then click the Add New drop-down menu.
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Drag and drop the document into the document list.
NOTEIf you have Automatically generate proofs when uploading documents enabled in your user profile, the system automatically creates a simple proof. -
Hover over the document, then click the Create Proof link that appears below the document name, and select Simple Proof. You need to create a simple proof because you will not use the proofing workflow for approvals.
Users assigned as participants can use the proofing viewer to add comments and markup on the document. Continue to the next section to learn how to add review participants.
Open the document Summary and assign participants
You have the option to assign reviewers, approvers, or a mix of both:
- Reviewers can add comments and mark up assets. Once finished, they can mark their review as complete. Marking the review as complete is not required for the document to move forward in the approval process.
- Approvers can add comments and mark up assets. They must make a decision to move the approval process forward.
To assign participants:
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Select the document you uploaded and open the document Summary.
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Scroll down to the Approvals section, then click Add.
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(Optional) Choose an existing approval template. Users with a Standard license can create resuable Approval Templates from the Setup area. For more information, see Create an Approval Template for assets and documents.
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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 button and and begin typing in a user or team name.
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To add a reviewer, click the Reviewer button and begin typing in a user or team name.
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Once you’ve added all reviewers and approvers, click Submit Request. Participants are notified via email.
Create a new version as needed
If you need another round of review and approval, you can create a new proof version. You can view information about previous versions and participants in the document Summary.
To add a new version:
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Drag and drop the new file on top of the previous document in Workfront. This automatically creates a new version.
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Once the document finishes uploading, select the document, then click Create proof > Simple proof.
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Select the document again, and open the document Summary.
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Scroll down to the Approvals section, then click Add.
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(Optional) Choose an existing approval template. Users with a Standard license can create resuable Approval Templates from the Setup area. For more information, see Create an Approval Template for assets and documents.
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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 button and and begin typing in a user or team name,or choose an approver from the previous version.
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To add a reviewer, click the Reviewer button and begin typing in a user or team name, or choose a reviewer from the previous version.
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Once you’ve added all reviewers and approvers, click Submit Request. Participants are notified via email.
