Follow
Using the Workfront Extension for Adobe Creative Cloud

The Workfront Extension for Adobe Creative Cloud is designed to allow you to save and export assets you create in the Creative Cloud applications to Workfront, thereby speeding up the review and approval process.

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

Supported Adobe Applications

The Workfront extension is supported for the 2015 and 2017 versions of the following Adobe Creative Cloud applications:

  • InDesign
  • Illustrator
  • Photoshop

Sending a File to Workfront

You can send a file from an Adobe Creative Cloud application directly to a project, task, or issue within Workfront. The file is uploaded to the Documents area of the Workfront object that you select.

  1. Navigate to the Adobe application where you want to use the Workfront extension.
    If the Adobe application is currently running, you must stop and restart it after you install 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. Open the file that you want to send to Workfront.
  3. Click Window, then Extensions, and choose Workfront.
  4. Specify your Workfront login information.
    In the URL field, specify the full Workfront URL, including the protocol.
    For example, https://workfrontdocs.my.workfront.com.
  5. (Optional) Select Remember me if you want Adobe to remember your credentials, then click Log In.
  6. Drag the Workfront panel to the position where you want it displayed in the Adobe application.
  7. In the Workfront panel, click Choose Destination.
    This is the destination in Workfront for the Adobe asset. Assets can be tied to a project, task, or issue.
  8. Select the Working On tab to send the file to a task or issue that you are currently working on. 
    You can also send the file to the project by clicking the name of the project (under the Task or Issue name) in the list. 
    Or
    Click the Search tab to search for a project, task, or issue where you want to send the file. This searches the entire database, not just the items you are currently assigned to.
  9. Click the name of the project, task, or issue if you want to store the file directly under one of these objects
    Or
    Click the arrow next to the object to select children objects (for example, children tasks) or document folders to store the asset there instead.
  10. Click Select.
  11. On the Export tab, specify one of the following options:
    Export: Use this option to export the document in a variety of file formats. The formats available differ depending on which Adobe application you are exporting from. For a list of supported formats for each supported application, see  "Supported Exported File Formats."
    Save For Web: Use this option if you want more control over the size and resolution of the image. Using this option enables you to use presets.
  12. If this is the first time you have sent the file to Workfront, click Export.
    Or
    If you have previously sent the file to Workfront and you want to upload a new version of the file, click New Version.

    When sending the file for the first time, the file is added to the Documents tab of the object that you selected.
    A new version uploads in the All Versions tab of the document. 
  13. (Optional) You can add a comment or ask for an approval on a document. 
    For more information about adding a comment, see "Commenting on a Workfront Document."
    For more information about asking for an approval on a document, see "Managing Document Approvals."

Navigating to a Document in the Workfront Extension Panel

You must upload a file to Workfront from your Adobe application first. For more information about uploading  a document from the Adobe applications to Workfront, see "Sending a File to Workfront."

To access the document exported to Workfront from the Workfront extension panel:

  1. Inside the Adobe application, click Window, then Extensions, and select the Workfront extension.
  2. Click Choose Destination.
  3. In the Working On tab, select the object where the document resides
    Or
    Search for an object in the Search tab.
  4. Click the right-pointing arrow, next to the name of the object, to explore the object.
  5. Click the right-pointing arrow, next to the name of the folder to display all documents in the folder.
    ID_documents_folder_with_right_pointing_arrow.png
  6. Click the name of the document you want to access , and then click Select.
  7. The following document tabs are displayed:
    • Export
    • Comment
    • Approve

Commenting on a Workfront Document

You can add comments directly to a Workfront document within an Adobe product. Comments are displayed in Workfront, in the Update Stream of the document. 

To comment on a document exported to Workfront from inside the Adobe Creative Cloud application:

  1. Navigate to the document in the Workfront extension panel of your Adobe application. For more information about navigating to the document inside the Workfront extensions panel, see "Navigating to a Document in the Workfront Extension Panel"
  2. Click the Comment tab.
  3. A text field is displayed.
  4. Specify your comment.
  5. (Optional) To include other Workfront users or teams on the comment, click the People icon, begin typing the name of the users, teams or the emails of external users you want to tag in the comment, then click the name when it appears in the drop-down list.
  6. (Optional) To request approval on the document, select Ask for approval.
    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."
  7. Click Comment.

Managing Document Approvals

Requesting a Document Approval

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

  1. Navigate to the document in the Workfront extension panel of your Adobe application. For more information about navigating to the document inside the Workfront extension panel, see "Navigating to a Document in the Workfront Extension Panel"
  2. Click the Approve tab.
  3. In the Get Approval From field, begin typing the name of a Workfront user who you want to approve the document, then click the name when it appears in the drop-down list.
    Or
    Type the name of a team, or the email address of a user external to Workfront.
  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. For more information about notifications within Workfront, see "Using In-App Notifications." For more information about receiving email notifications, see "Receiving Email Notifications."

Viewing Approval Status

  1. Navigate to the document in the Workfront extension panel of your Adobe application. For more information about navigating to the document inside the Workfront extensions panel, see "Navigating to a Document in the Workfront Extension Panel"
  2. Click the Approve tab.
  3. When the Status icon is displayed (clock icon), the approval is pending.

Reminding Users of a Pending Approval

  1. Navigate to the document in the Workfront extension panel of your Adobe application.
  2. Click the Approve tab.
  3. Click the Reminder icon to the right of the approver's name.
    Workfront users who you remind about the approval receive an in-app notification within Workfront as well as an email notification of the reminder. For more information about notifications within Workfront, see "Using In-App Notifications." For more information about receiving email notifications, see "Receiving Email Notifications."

Canceling an Approval Request

To cancel an approval request that you have previously made:

  1. Navigate to the document in the Workfront extension panel of your Adobe application.
  2. Click the Approve tab.
  3. Click the (x) to the right of the approver's name.
    The user is removed as an approver of the document in Workfront.
    ​Workfront users who you cancel as approvers receive an in-app notification within Workfront as well as an email notification of the request. For more information about notifications within Workfront, see "Using In-App Notifications." For more information about receiving email notifications, see "Receiving Email Notifications."

Logging out of the Workfront Extension 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 of the panel.
  3. 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)
  • BMP (bmp)
  • CSS (css)
  • Enhanced Metafile (emf)
  • Flash (swf)
  • JPEG (jpg)
  • Macintosh PICT (pct)
  • Photoshop (psd)
  • PNG (png)
  • Targa (tga)
  • Text Format (txt)
  • TIFF (tif)
  • Windows Metafile (wmf)

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)