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.

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When a new version is added to a document with outstanding approvals, the approval on the previous version displays as Withdrawn.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.

Access requirements

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

You must have the following:

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Adobe Workfront plan* Any
Adobe Workfront licenses*

Current: Request or higher

or

New: Contributor or higher

Access level configurations*

Edit access to 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

Edit access to the object associated with the document

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.

Use drag-and-drop to add a new version

NOTE
Drag-and-drop does not work with Internet Explorer.
  1. Go to the Documents area where the document is uploaded.

  2. From your desktop or a separate browser tab, drag the new version of the document on top of the existing version in Workfront.

    As you drag the new version, you can hover over a Workfront documents folder to open it. You can then scroll up and down by dragging the files to the top or bottom of the screen.

  3. Drop the new version on top of the existing file on the Documents tab.

  4. Once the document is uploaded, click on it and open the document Summary panel.

  5. 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 quickly add reviewers and approvers from the previous version, click the add button next to their names listed below.

  1. (Optional) change role from approver/reviewer.

  2. To add new approvers and reviewers, click Reviewer or Approver and begin typing the user or team.

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