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Linking Documents from Workfront to an External Application

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:

  1. 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."  
  2. 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.
  3. Click the name of the external application where you want to link the document.
  4. 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.
This article last updated on 2017-12-07 18:07:17 UTC