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Configuring Document Integrations

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This section describes how to configure document integrations so that users can link documents from third-party document providers to Workfront.

If you choose, you can configure Workfront so that documents are stored only in the third-party application and not in Workfront itself.

Organizations can integrate third-party document providers such as Box, Dropbox, SharePoint, and Google Drive with Workfront. 

In addition, you can enhance your Workfront document experience with a native Digital Asset Management (DAM) system, or with third-party DAM integrations.  Administrators must enable these features in order for users to link the service to their Workfront account.

  • Workfront DAM is a native DAM system within Workfront, and provides additional benefits over other DAM integrations.
  • You can integrate Widen and Webdam to the Workfront system.

After you configure an integration, you can configure Workfront to store documents only in the third-party application.

Configuring Integrations

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You can configure the following integrations for managing documents:

  • Workfront DAM
  • Integration with other cloud providers:
    • Box
    • Dropbox
    • Google Drive
    • Webdam
    • Widen
  • SharePoint
  • Custom integration of any third-party application.

NOTE To add Workfront DAM, Widen, Webdam, and Custom Integrations, you must upgrade to the Advanced Document Management (ADM) package. Contact your Account Executive for more information.

Configuring The Workfront DAM Integration

Workfront DAM provides the following benefits over third-party DAM integrations:

  • Information about the documents or about objects linked to the documents can be configured to be sent from Workfront to Workfront DAM as metadata. This includes custom fields. 
    Metadata is sent from Workfront when the item is sent to Workfront DAM.
  • More functionality is coming soon.

To set up the Workfront DAM integration, complete the following sections:

Enabling Workfront DAM

  1. Log in to Workfront as the administrator 
  2. Click Setup, located in the upper-right corner of the page.
  3. Expand Documents, then click Cloud Providers.
  4. Select Workfront DAM.
  5. Click Save.

Configuring Workfront To Send Metadata To Workfront DAM

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When sending a document from Workfront to Workfront DAM, you can also send information associated with that document. Information about the document is mapped to Workfront DAM as metadata. 

Information is mapped one-way only, from Workfront to Workfront DAM and it is transferred only when the document is uploaded to Workfront DAM. Any future changes in the Workfront fields will not update metadata fields in Workfront DAM after the document has already been uploaded. 
You can map the same Workfront field to various Workfront DAM fields, but you cannot use the same Workfront DAM field for multiple Workfront fields. 

If you must configure multiple Workfront fields to export to one Workfront DAM field, first create a calculated custom field in Workfront to display all the individual custom fields of an object. Then, map the calculated Workfront field to one Workfront DAM field. 
For more information about calculated custom fields, see "Using Calculated Custom Data."

The mapping affects all the documents uploaded by any user from Workfront to Workfront DAM.

As a system administrator, you must enable Workfront DAM in Workfront before you can map the fields for the metadata mapping process. For more information about how to enable Workfront DAM, see "Enabling Workfront DAM."  

To configure Workfront to send metadata to Workfront DAM:

  1. Navigate to the Setup area in the Global Navigation Bar. 
  2. Expand Documents, then click Metadata Mapping.
  3. In the Select Source Field for Mapping field, begin typing the name of the Workfront field you want to map to Workfront DAM, then select it when you see it in the list. 
  4. In the Select Target Field for Mapping, select the Workfront DAM field you want to populate with the information in the selected Workfront field. 
    NOTE All documents sent to Workfront DAM by users who have the rights to do so have their metadata updated with the Workfront fields mapped here, when they upload to Workfront DAM.
  5. Click Add Mapping.
    Continue adding more Workfront fields and corresponding Workfront DAM fields. 

Deleting Mapped Fields

  1. Navigate to the Setup area in the Global Navigation Bar. 
  2. Expand Documents, then click Metadata Mapping.
  3. In the list of fields, select any of the fields you want to remove from metadata mapping.
  4. Click Delete
    The fields are removed from metadata mapping and the information contained in them is not transferred to Workfront DAM with the uploaded documents. 

Configuring Document Integrations For Cloud Providers

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To enable Box, Dropbox, Google Drive, Webdam, and Widen to be used:

  1. Log in to Workfront as the administrator.
  2. Click Setup, located in the upper-right corner of the page.
  3. Expand Documents, then click Cloud Providers.
  4. Ensure that the document integrations that you want to enable in your Workfront system are selected, then click Save.

Configuring The Sharepoint Integration

To enable the SharePoint integration:

  1. Click Setup > Documents.
  2. Click SharePoint Integration.
  3. Follow the steps in Configuring the SharePoint Integration to finish configuring SharePoint to work with your Workfront environment.

Configuring Custom Document Integrations

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A custom document integration allows Workfront users to link files into Workfront from practically any system, provided that the system has been made to work with Workfront.

To make the custom integration available to users, you first need to build the integration. For information about how to build integrations to be used with Workfront, see the Workfront Developer site.

After the custom document integration is built, you can make it available to users on your site:

  1. Navigate to the Setup area by clicking Setup in the upper-right corner of the Workfront interface.
  2. Expand Documents, then click Custom Integration > Add Custom integration.
  3. Specify the following information to configure the integration:
    Name: The name of the custom integration. This is the name users see when using the integration within Workfront.
    Base API URL: The base HTTP or secure HTTP URL for API calls. For example,https://documentprovider.com/api/v2
    Authentication Type: The authentication method to use when making authorized API calls to the custom integration.
  4. (Conditional) If you selected OAuth authentication for the Authentication Type, specify the following information:
    Authentication URL: The full URL used for user authentication. Workfront navigates users to this address as part of the OAuth provisioning process.
    Token Endpoint URL: The full API URL used to retrieve OAuth tokens.
    Client ID: The OAut Client ID for this integration.
    Client Secret: The OAut Client Secret for this integration.
    Request Parameters: Specify optional values to be appended to the query string of every API call. For example, access_type=offline.
    Click +Add Request Parameter to add multiple values.
    Workfront Redirect URI: The value of the Workfront Redirect URI to be used to register this integration with the external document provider.
  5. (Conditional) If you selected ApiKey authentication for the Authentication Type, specify the following information:
    API Key: The API key that was issued by the custom document provider. Workfront uses this API key to make authorized API calls to the document provider.
  6. Click Save to create the integration.

Configuring Workfront To Store Documents Only In Linked Third-Party Applications

You can configure Workfront to allow users to upload documents only to linked third-party applications. (Users can link documents to third-party applications as described in "Linking Files from External Applications."

When you configure Workfront in this way, documents are not stored in Workfront, but are rather stored in the third-party application.

NOTE Even when you configure Workfront as described in this section, documents that are added to Workfront via a new request in the Requests area are stored in Workfront.

To configure Workfront to allow users to upload documents only to linked third-party applications:

  1. Ensure that you have configured at least one of the document integrations described in "Configuring Integrations."
  2. Navigate to the Setup area by clicking Setup in the upper-right corner of the Workfront interface.
  3. Expand Documents, then click Cloud Providers.
  4. In the Configuration area, select Prevent users from storing documents in Workfront.
  5. Click Save.

Using Document Integrations

For information about how users can use third-party document integrations after you have configured them, see "Linking Files from External Applications."

For information about how users can use Workfront DAM, see "Managing Documents with Workfront DAM."

Disabling Integrations

As a system administrator, you can disable the connection between Workfront and any of the third-party document providers. 

When you disable the connection between Workfront and the document providers, the links to the documents disappear from Workfront.
Users can no longer see the linked documents, they cannot make any more changes to the documents through the Workfront links, and they cannot add any more documents to that provider. 

Disabling Cloud Providers Integrations

To disable document integrations for Workfront DAM, Box, Dropbox, Google Drive, Webdam, Widen:

  1. Log in to Workfront as the administrator.
  2. Navigate to Setup in the Global Navigation Bar.
  3. Expand Documents, then click Cloud Providers.
  4. Deselect any of the cloud providers you wish to disconnect from Workfront.
  5. Click Save.
    Users are not able to connect to the specific cloud provider you disabled, and they can no longer link documents from that cloud provider to Workfront. 

Disabling the SharePoint Integration 

  1. Log in to Workfront as the administrator.
  2. Navigate to Setup in the Global Navigation Bar.
  3. Expand Documents, then click SharePoint Integration.


  4. Select the SharePoint integration you want to disable.
  5. Click Disable.
    Users are not able to connect to the SharePoint site you disabled, and they can no longer link documents from SharePoint to Workfront. 

Disabling Custom Integrations

  1. Log in to Workfront as the administrator.
  2. Navigate to the  Setup area in the Global Navigation Bar.
  3. Expand Documents, then click Custom Integration.


  4. Select the custom integration you want to disable.
  5. Click Disable.
    Users are not able to connect to the third-party document provider you disabled, and they can no longer link documents from that cloud provider to Workfront.