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Using Workfront for Adobe Creative Cloud

To speed up the document review and approval process, you can save and export assets you create in Adobe Creative Cloud application to Workfront by using the Workfront for Adobe Creative Cloud extension. 

The following sections describe how to use the Workfront for Adobe Creative Cloud extension after you have installed it. 
For information about how to install the extension, see "Downloading and Installing Workfront for Adobe Creative Cloud."

Supported Adobe Applications

The Workfront extension is supported for Adobe Creative Cloud 2017 and newer. 

The extension is supported only for the following Adobe applications:

  • InDesign
  • Illustrator
  • Photoshop

Logging in to Workfront

  1. Go to the Adobe application where you want to use the Workfront extension.
    For information about how to install the extension, see "Downloading and Installing the Workfront Extension for Adobe Creative Cloud."
    For a list of supported applications, see "Supported Adobe Applications."
  2. Click Window, then Extensions, and select Workfront.
    login_screen_for_WF_in_Adobe_CC.png
  3. (Optional) Drag the Workfront panel to the position where you want it displayed in the Adobe application.
  4. Specify your company domain for Workfront or your SAML url, then click Next
    For example, https://<YourCompany'sDomain>.my.workfront.com.
  5. Specify your username and password, then click Log in
    A list of items that you are assigned to is displayed. The items are grouped by projects.
    After you logged in to Workfront from one of the supported Adobe applications, you remain logged in for all Adobe applications. 

Uploading Files from an Adobe Application

You can either export a file that you are editing in an Adobe Creative Cloud application or upload a file that is stored on your computer from an Adobe Application to a project, task, or issue in Workfront. 

Consider the following when uploading a file from Adobe Creative Cloud:

  • You must have access to upload documents to Workfront in your Access Level.
    For information about access to documents, see "Understanding Document Access."
  • You must have permissions to upload documents to the item you are selecting to upload the document to.
    For information about permissions on objects in Workfront, see the "Understanding Permissions in the Access Model" section. 
  • You must install the Workfront for Adobe Creative Cloud extension and log in to Workfront from the Adobe application before you can export a document. 
  • The file is uploaded to the Documents tab of the Workfront object that you select.
  • You cannot export a document to the Documents area in the Global Navigation Bar from an Adobe Creative Cloud application.  

 

Exporting a File from an Adobe Application

To export a document that you have open in a supported Adobe application:

  1. Open a supported Adobe Creative Cloud application.
  2. Open a file in the Adobe application that you would like to export to Workfront. 
  3. Expand Window, then Extensions, and select the Workfront extension.
    If you have logged in to Workfront, a list of items that are assigned to you is displayed. The items are grouped by project.
    Your personal tasks appear listed in the No Project option. 
    Adobe_List_of_items_grouped_by_project.PNG
  4. Click the name of the item to which you want to export the document.
    adobe_cc_select_button__1_.png
    If you want to export the document to a task or an issue instead of a project, expand the projects in the list to display the tasks or issues assigned to you. 
    Or
    If you do not see the item you want to export the document to in the list, start typing the name of a project, task, or issue in the Search box and click it when it appears in the list. 
    If the name of the item does not appear in the list, click Enter on your keyboard to search all Workfront items that you have access to view.  
  5. Click the name of the item where you want to export the document, then click Select
  6. In the Click to select format drop-down menu, select the format that you want the file to be saved as in Workfront. This is a required field. 
    For a list of supported formats for each supported application, see  "Supported Exported File Formats."
  7. (Optional) If there are document folders available on the Workfront item you selected, select a folder from the Click to select document folder drop-down menu.
    Adobe_file_before_upload.PNG
    The name of the document is populated by default and it is the name of the document in the Adobe application.
  8. (Optional) Click the name of the document to edit it. 
  9. Click Export
    You receive a confirmation that the document has been successfully exported to Workfront.
    The documents you export to project, tasks, or issues are listed in the Documents tab of the respective object in Workfront. 
  10. (Optional) Click the name of the document to access it in Workfront. 
    This opens a new tab in your browser where Workfront opens.
    adobe_document_with_name_highlight.PNG

Uploading a File from an Adobe Application

You can upload a file that is stored on your computer using the Workfront for Adobe Creative Cloud extension from a supported application.

To upload a document that you have stored on your computer from a supported Adobe application:

  1. Open a supported Adobe application.
  2. Expand Window, then Extensions, and select the Workfront extension.
    If you have logged in to Workfront, a list of items that are assigned to you is displayed. The items are grouped by project.
    Your personal tasks appear listed in the No Project option. 
    Adobe_List_of_items_grouped_by_project__1_.PNG
  3. Click the name of the item to which you want to upload a document.
    adobe_cc_select_button.png
    If you want to upload the document to a task or an issue instead of a project, expand the projects in the list to display the tasks or issues assigned to you. 
    Or
    If you do not see the item you want to upload the document to in the list, start typing the name of a project, task, or issue in the Search box and click it when it appears in the list. 
    If the name of the item does not appear in the list, click Enter on your keyboard to search all Workfront items that you have access to view.  
  4. Click the name of the item where you want to upload the document, then click Select
  5. (Optional) If the item where you want to upload the file has document folders, select a document folder in the Click to select a document folder field, then click Select
  6. Click Upload a local file
    adobe_cc_select_button.png
  7. Browse for the file in the place where it is stored on your computer, then click Open
  8. Click Upload
    You receive a confirmation that the document was successfully uploaded to Workfront. 
    The documents you upload to project, tasks, or issues are listed in the Documents tab of the respective object in Workfront. 
  9. (Optional) Click the name of the document to open it in Workfront.
    This opens a new tab in your browser where Workfront opens.

Uploading a New Version

You can export a new version from an Adobe application to a document that is already uploaded to a project, task, or issue in Workfront. You can export a new version for both documents that you have exported from Adobe applications or have uploaded from your computer using the Workfront for Adobe Creative Cloud extension. 

To upload a new version of an existing document:

  1. Go to the Workfront extension in one of the supported Adobe applications.
  2. Open the file that you want to upload as a new version of an existing Workfront document in the Adobe application. 
  3. Expand the projects, tasks, or issues where the existing document is listed and click the name of the existing document.
    All documents uploaded to the projects, tasks, or issues you see in the list are displayed, regardless of whether they were exported from the Adobe application or not.
  4. Click Select
  5. In the Click to select format drop-down menu, select the format that you want the file to be saved as in Workfront.
    For a list of supported formats for each supported application, see the  "Supported Exported File Formats" section in this article.
    The name of the document is populated by default and it cannot be edited. 
    adobe_cc_uploading_new_version_doc_name_grayed_out.png
  6. Click Export.
    The document you exported from the Adobe application is uploaded as a new version of the selected document and it is listed in the All Versions tab of the original Workfront document.
  7. (Optional) Click the name of the document to access it in Workfront. 

Commenting on a Workfront Document

You can add comments directly to a Workfront document within an Adobe application. Comments are displayed in Workfront, in the Updates tab of the document. 

To comment on a Workfront document from an Adobe application: 

  1. Find the document in the Workfront extension panel of your Adobe application. 
  2. Click Select.
  3. Select the Comment tab.
    A text field is displayed.
    Adobe_document_new_comment.PNG
  4. Type your update in the box provided.
  5. (Optional) To include other Workfront users or teams on the comment, start typing the name of a user or a team in the Notify people or teams box, then click the name when it appears in the drop-down list.
  6. (Optional) To request approval on the document, select the Make an approval request box.
  7. Click Update.
    An update is posted in the Updates tab of the document and Workfront users who you include in the comment receive an in-app notification within Workfront as well as an email notification.
    For more information about notifications within Workfront, see "Using In-App Notifications." 
    For more information about receiving email notifications, see "Receiving Email Notifications."

Requesting a Document Approval

You can request a document approval on a document in Workfront directly from an Adobe application.

You can request an approval on a document from another Workfront user or from an External User.
For information about requesting an approval when commenting on a document, see the "Commenting on a Workfront Document" section in this article.

To request an approval on a document from an Adobe application:

  1. Go to the document in the Workfront extension panel of your Adobe application. 
  2. Select the Approval tab.
  3. Start typing the name of an approver, then click it when it appears in the list. 
    Or
    Enter the email address of an external user.
    adobe_cc_adding_a_doc_approver.png
  4. Click Request Approval.
    Workfront users who you request as approvers receive an in-app notification within Workfront as well as an email notification of the request. External Users receive an email notification from where they can make a decision on the approval. 
    For information about notifications in Workfront, see "Using In-App Notifications." 
    For information about receiving email notifications, see "Receiving Email Notifications."

Logging out of Workfront for Adobe Creative Cloud

  1. Inside the Adobe Creative Cloud application, open the Workfront extension panel.
  2. Click the More icon, in the upper-right corner of the panel.
    adobe_cc_adding_a_doc_approver.png
  3. (Optional) Click Feedback to open a brief survey and send Workfront your feedback about Workfront for Adobe Creative Cloud. 
  4. Click Logout.
    The Login screen is displayed.

Supported Exported File Formats

Supported Exported File Formats for Adobe InDesign 

The following are the file formats supported for exporting a file from InDesign to Workfront:

  • Adobe PDF Interactive (pdf)
  • Adobe PDF Print (pdf)
  • EPS (eps)
  • EPUB Fixed Layout (epub)
  • EPUB Reflowable (epub)
  • Flash Player (swf)
  • HTML (html)
  • InDesign Markup (idml)
  • JPEG (jpg)
  • PNG (png)
  • XML (xml)

Supported Exported File Formats for Adobe Illustrator 

The following are the file formats supported for exporting a file from Illustrator to Workfront:

  • AutoCAD Drawing (dwg)
  • AutoCAD Interchange File (dwg)
  • Flash (swf)
  • JPEG (jpg)
  • Photoshop (psd)
  • PNG (png)
  • TIFF (tif)

Supported Exported File Formats for Adobe Photoshop 

The following are the file formats supported for exporting a file from Adobe Photoshop to Workfront: 

  • JPG (jpg)
  • PNG (png)
  • PNG-8 (png)
  • GIF (gif)
This article last updated on 2018-11-15 19:16:56 UTC