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Adding Documents to Workfront from Your File System

You can add documents to projects, tasks, or issues in the following areas in Workfront:

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

You can also upload new versions of documents and add links to documents from third-party cloud vendors, such as Google Drive, Dropbox, and Microsoft OneDrive. For information about how to add documents from third-party cloud vendors, see "Linking Documents from External Applications."

There are no restrictions on the types and sizes of files that you can upload to Workfront. However, in order to be successful, the upload must be completed within five minutes and you must have adequate storage space available.

Adding New Documents

You can add new documents to Workfront from the file system on your workstation. 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.
  2. Click the Documents tab, then click the Add New drop-down menu.
    AddNewDoc.png
  3. Depending on the type of document you want to add, do any of the following:
    • To upload documents from your file system on your workstation:
      1. From the Add New drop-down menu, select Document.
      2. Browse to and select the document that you want to add from the file system on your workstation.
        You can select multiple documents by pressing the Shift key as you select additional files.
      3. Click Open.
    • To upload documents from a third-party application such as Google Drive or SharePoint:
      1. From the Add New drop-down menu, select From <name_of_third-party_application>. (For example, to upload a document from Google Drive, click From Google Drive.)
      2. Follow the prompts to select the document in the third-party application.
        For more information about linked documents, see "Linking Files from External Applications."
    • To request a document from another Workfront user:
      1. From the Add New drop-down menu, select Request a Document.
      2. In the Who are you requesting it from box, type the name of the user from whom you are requesting the document.
      3. In the Tell them what you're requesting box, type the name of the document.
      4. Click Send Request.
        Your request displays on your Documents tab.
        RequestDoc.png
        For more information about requesting documents, see "Requesting a Document."

Adding a New Version of a Document

You can add a new version of an existing document by either dragging and dropping the new version in the documents area, or by using the More menu on the Documents tab.

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."

Using Drag-and-Drop to Add a New Version

NOTE Drag-and-drop does not work with Internet Explorer.

  1. Navigate to the project, task, or issue that has the document to which you want to add a new version.
  2. Click the Documents tab, then navigate to the document you want to add the new version.
  3. In a separate browser tab or from your desktop, locate on your file system the thumbnail or filename of the new version.
  4. Drag the new version to the Documents tab with the document to which you are adding the new version.
    You can hover over a folder on the Documents tab to open it. You can then scroll up and down by dragging the files to the top or bottom of the screen.
  5. Drop the new version on top of the existing file on the Documents tab.



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

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.
    DocMoreMenu.png
  3. Do any of the following, depending on the type of document you want to add:
    • To add a document:
      1. From the More drop-down menu, select New Version > Upload from Computer, then select the document you want to upload.
    • To add a proofed document:
      1. From the More drop-down menu, select 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."
    • To link a document from a third-party application:
      1. From the More drop-down menu, select New Version, then select the application from which you want to upload the new version.
    • To add a document that has been saved to your system clipboard:
      1. From the More drop-down menu, select New Version > Paste from Clipboard, then paste the document from your system clipboard.
        For more information, see "Pasting Images from the Clipboard."
        document_version.png

    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 when Workfront detects potentially malicious content and the file is slated for removal.
    All corrupted files are removed within 24 hours of detection unless you remove it manually. If you delete a 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:

    < > { }

This article last updated on 2018-11-15 21:22:04 UTC