Upload a new document version and request an approval
If a document is marked “Needs work” in a previous review, you can upload a new version to the original document and start another round of approvals. Once you upload a new version of the document, the previous versions are locked.
If the file name of the new version is different from the file name of the previous version, Workfront displays the document with the newer file name.
When a new version is added to a document with outstanding approvals, the approval on the previous version displays as “Withdrawn”. The previous approval process closes, even if some participants have not yet made a decision.
If the newest document version is deleted, the previous versions remain locked. If you need to edit a previous version, you must manually unlock it.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package |
Any Workfront package to manage approvals using legacy Workfront storage Any Workflow package to manage approvals using Adobe cloud storage |
| Adobe Workfront licenses |
Request or higher Contributor or higher If you are using the Frame.io integration, you must have a Standard license to create approval workflows. |
| Access level configurations | Edit access to Documents |
| Object permissions | Edit access to the object associated with the document |
For information, see Access requirements in Workfront documentation.
Use drag-and-drop to add a new version in the legacy documents area
If your organization is on Workfront storage, you will see the legacy documents area when you access documents in Workfront. For more information about Workfront storage, see Differences between Adobe cloud storage and legacy Workfront storage.
If you need another round of review and approval on a document, you can create a new document version in Workfront. You can add the previous participants, new participants, or a mix of both. You can view information about previous versions and participants on the Document Details page.
The Request approval dialog opens in Basic mode by default for a single-stage approval. Switch to Advanced mode to configure multi-stage approvals or parallel paths.
To add a new version and request approval:
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Navigate to the document in Workfront.
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Drag and drop the new file on top of the previous document. Workfront automatically creates a new version.
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Once the document finishes uploading, select the document to open the Document Summary panel. The version number appears at the top of the panel.
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Scroll down to the Approvals section, then click Create workflow. The Request approval dialog opens in Basic mode.
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Configure the approval workflow. For field descriptions, the Advanced mode toggle, and the parallel paths flow, see Create a document approval workflow.
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To copy the same reviewers and approvers from the previous document version, click Copy.
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Click Request approval.
The approval workflow starts and the approvers receive a notification that their approval is needed on the new document version. The previous document version is locked and any outstanding approvals on the previous version are withdrawn.
Use drag-and-drop to add a new version in the new Documents area
If your organization uses Adobe cloud storage, you will see the new Documents area when you access documents in Workfront. For more information about Adobe cloud storage, see Adobe cloud storage overview.
If you need another round of review and approval on a document, you can create a new document version in Workfront. You can add an approval workflow to the new version of the document.
The Request approval dialog opens in Basic mode by default for a single-stage approval. Switch to Advanced mode to configure multi-stage approvals or parallel paths.
To add a new version and request approval:
-
Navigate to the document in Workfront.
-
Drag and drop the new file on top of the previous document. Workfront automatically creates a new version.
-
Once the document finishes uploading, select the document to open the Summary panel. The latest version of the document is selected by default.
-
Scroll down to the Approvals section, then click Create workflow. The Request approval dialog opens in Basic mode.
-
Configure the approval workflow. For field descriptions, the Advanced mode toggle, and the parallel paths flow, see Create a document approval workflow.
-
To copy the same reviewers and approvers from the previous document version, click Copy.
-
Click Request approval.
The approval workflow starts and the approvers receive a notification that their approval is needed on the new document version. The previous document version is locked and any outstanding approvals on the previous version are withdrawn.