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.

Add approvers in document summary

  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.

    Add approver and deadline

Previous pageUse new document approvals and proofing together
Next pageCreate a report dashboard for review and approvals

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