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Adding Documents to Workfront

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

If you cannot add documents as described in this section, contact your system administrator. Your system administrator can set up your access level to allow you to Edit and Create documents in Workfront. To learn how you can modify this access level, refer to "Document Access".

You can add documents in Workfront to the following areas:

  • The Documents area in your Global Navigation Bar.
  • The Documents tab of an item.

You can add documents by dragging and dropping them in one of these areas, or by browsing for a document on your computer or external drive. You can also upload new versions of documents by dragging a newer version of the document and dropping it on top of an older version, or by adding a new version in the All Versions tab of an existing document.

For information about how to add documents from third-party cloud vendors, such as Google Drive, see "Linking Files from External Applications."

There is no restriction on the types of files that can be uploaded to Workfront.

Adding New Documents

You can add new documents from the file system on your workstation by dragging and dropping, or by browsing. You can also link documents from third-party applications such as Google Drive and SharePoint.

  1. Navigate to the project, task, or issue where you want to add a new document or add a new version of an existing document.
  2. Click the Documents tab, then, depending on the type of document you want to upload, do any of the following:
    • To upload documents from your file system on your workstation:
      1. Click the Add Document drop-down menu.
        proof_adddocuments_menu.png
      2. Click New Document., then browse to and select the document that you wan to add from the file system on your workstation.
        In the Production environment, this option is not yet available. Instead, click Add Documents to launch the Add Documents dialog box to upload documents.
    • To upload documents from a third-party application such as Google Drive or SharePoint:
      1. Click the Add Document drop-down menu.
        proof_adddocuments_menu.png
      2. Click From name_of_third-party_application. (For example, to upload a document from Google Drive, click From Google Drive.)
        For more information about linked documents, see "Linking Files from External Applications."

        In the Production environment, this option is not yet available. Instead, click Add Documents to launch the Add Documents dialog box to upload documents from a third-party application.
    • To request a document from another Workfront user:
      1. Click the Add Document drop-down menu.
        proof_adddocuments_menu.png
      2. Click Request a Document.
        For more information about requesting documents, see "Requesting a Document."
        In the Production environment, this option is not yet available. Instead, click Add Documents to launch the Add Documents dialog box to upload documents from a third-party application.
    • To upload one or more documents from your file system on your workstation:
      1. Drag the documents from one location (such as your desktop) and drop them into the main documents area.

Adding New Versions of Documents

The following sections describe how to add new versions of a document to Workfront. If the document contains a proof and you want to create a new version of the proofed document, follow the steps in "Generating a New Version of a Document Proof" in "Creating a Proof."

For information about how to manage document versions after they have been added, see "Managing Document Versions".

Using Drag-and-Drop to Add a New Version

Uploading new documents by drag-and-drop works on all views, but drag-and-drop for a new document version works only on thumbnail and standard views. Drag-and-drop does not work with Internet Explorer.

  1. Navigate to the area where you want to add the new document version.
  2. Click the Documents tab.
  3. Drag the new version of the file and drop it onto the existing file in Workfront.
    You can hover over folders to open them and scroll up and down by dragging the files to the top or bottom of the screen.

Using the Documents More Menu to Add a New Version

  1. Select the document where you want to add a new version.
  2. Click the More drop-down menu.
  3. Do any of the following, depending on the type of document you want to add:
    • Proofed document: Click New Version > Proof. 
      For more information about generating a new version of a document proof, see "Generating a New Document Proof or a New Version" in "Creating a Proof."
    • Document without a proof: Click New Version > Document Only, then select the document you want to upload.
    • Linked document: Click New Version, then select the application you want to upload the new version from.
      document_newversion.png

      In the Production environment, these options are not yet available. Instead, click Add Documents to launch the Add Documents dialog box.

Understanding Document Security

The Workfront site prevents viruses and other malicious content from entering the site via documents in the following ways:

Understanding How Workfront Detects Corrupted Files

Workfront scans for viruses when a document is uploaded. If you attempt to upload a corrupted document, Workfront discontinues the upload process and a message appears indicating the file is corrupt. You also receive an email notification that Workfront has detected potentially malicious content and the file has been slated for removal.
All corrupted files are removed within 24 hours of detection unless you remove it manually. If you delete the corrupted file, Workfront tracks this action as an update. If you allow Workfront to remove it, then no updates are recorded.

Understanding File Name Restrictions

Files that are uploaded to Workfront cannot contain certain characters in file names. If a file contains any of the following characters in the file name, the characters are removed from the file name when the file is uploaded:

< > { }