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Adding Updates and Comments to a Document

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

You can track information, comments, and updates on a document and use it as an audit trail for historical information.

Any action made on the document is recorded on the Updates tab.

  1. Navigate to the documents area of a Workfront project, task, or issue.
    To learn more about accessing documents in Workfront, see "Understanding the Documents Area."
  2. Click the document you want to update or comment on.
  3. Click the Updates tab located on the right side panel.
    UpdatesTab.png
  4. Enter a comment or update.

    • In a Production environment, click in the Update Status field, then enter a comment or update.
    • In a Preview environment, click on Type an update, then enter your comment or update.
  5. (Optional) Identify users who need to be notified of the update.
    • In a Production environment, click the Including Others icon to tag other users on the update, begin typing the user's name, then select the name when it displays in the drop-down list.
    • In a Preview environment, begin typing the user's name in the Notify field, then select the name when it displays in the drop-down list.
  6. (Optional) To request approval for the document, check Ask for Approval.
    The tagged user receives a notification of the update and a request for approval.
  7. (Optional) Allow only users in your company to be able to view this update.
    • In a Production environment, click the lock icon to turn it into a closed lock.
    • In a Preview environment, enable the Private to my company toggle.
  8. Click Update.
  9. (Optional) Hide the system updates.
    • In a Production environment, click Filter System Updates.
    • In a Preview environment, enable the Show Activity Log toggle.
  10. System updates include removing assets, adding or deleting versions, attaching or removing an approval request, as well as any edits or changes made to the documents on the object.
This article last updated on 2018-03-23 17:04:29 UTC