Adding Updates and Comments to a Document

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.
  4. Click on Start a new update, then enter your comment or update.

  5. (Optional) To tag a user who needs to be notified of the update, type 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, select Ask for Approval.
    The tagged user receives a notification of the update and a request for approval.
  7. (Optional) To allow only users in your company to view this update, enable the Private to my company.
  8. Click Update.
  9. (Optional) To show the system updates, enable Show Activity Log.
  10. For more information on system updates, see "Understanding System-Tracked Update Feeds."
This article last updated on 2019-02-25 19:34:13 UTC