You can link documents in Workfront to an external application.
For information about linking documents from an external application to Workfront, see "Linking Documents from External Applications."
To link a document from Workfront to an external application:
- In the Documents area, select one or more documents that you want to link to an external application.
TIP: To simultaneously link multiple documents that are in multiple folders, create a smart folder that includes all of the documents that you want to link. For information about creating smart folders, see "Creating and Managing Smart Folders."
- Click More, then click Send to.
[update screen shot. Does this still work like this?]
If you are linking an individual document, you can also send the document from the document details page, by clicking Details, then clicking Document Actions in the upper-right corner of the page, then clicking Send to.
- Click the name of the external application where you want to link the document.
- Navigate to the area where you want to save the document in the external application, then click Save.
A new version of your document is created in the external application, and the new version is inked into Workfront.