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Using Workfront for Adobe Creative Cloud

To speed up the document review and approval process, you can export digital content you save and create in an 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 "Installing Workfront for Adobe Creative Cloud."

Supported Adobe Applications

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

We support the Workfront extension is only for the following Adobe applications:

  • InDesign
  • Illustrator
  • Photoshop

Logging in to Workfront from Adobe Creative Cloud Applications 

When you log in to Workfront from one of the supported Adobe applications, you are logged in to all supported Adobe applications.

To log in to Workfront from an Adobe application:

  1. Go to the Adobe application where you want to use the Workfront extension.
    For information about how to install the extension, see "Installing the Workfront Extension for Adobe Creative Cloud."
    For a list of supported applications, see "Supported Adobe Applications."
  2. On the Window, click Extensions, then 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://yourDomain>.my.workfront.com.
  5. Specify your username and password, then click Log in
    A list of items assigned to you is displayed. The items are grouped by projects. 

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. 
    For information about installing Workfront for Adobe Creative Cloud, see "Installing Workfront for Adobe Creative Cloud."
  • The file uploads to the Documents tab of the Workfront object that you select. You can upload documents to the following objects:
    • Projects
    • Tasks
    • Issues
    • Documents, as a new version
  • You cannot export a document to the Documents area in the Global Navigation Bar from an Adobe Creative Cloud application.  
    documents_area.PNG

 

Exporting a File from an Adobe Application

To export a document from a supported Adobe application:

  1. Open a supported Adobe Creative Cloud application, then open a file in the Adobe application that you would like to export to Workfront. 
  2. On the Window menu click Extensions then select Workfront.
    A list of items assigned to you displays. The items are grouped by project.
    If a list does not display, log in to Workfront first.
    Your personal tasks are listed under the No Project item. 
    Adobe_List_of_items_grouped_by_project.PNG
  3. Click the name of the item to which you want to export the document.
    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. adobe_cc_select_button__1_.png
  4. 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.
  5.  (Optional) Select ProjectTask, or Issue from the drop-down menu following the Search box to narrow your search only for those objects.
    If the name of the item does not appear in the list, press Enter on your keyboard to search all Workfront items that you have access to view.  
  6. Click Select after finding the item you want to export the document to. 
    adobe_select_format.PNG
  7. 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."
  8. (Optional) To export the file to a folder on the Workfront item, select the folder from the Click to select document folder drop-down menu.
    Adobe_file_before_upload.PNG
    The name given to the document when created in an Adobe Creative Cloud application displays at the bottom of the Workfront tab.
  9. (Optional) To rename the document, click the document name and type a new name.
  10. Click Export
  11. You receive a confirmation that the document has been successfully exported to Workfront.
    The documents you export to projects, tasks, or issues are listed in the Documents tab of the respective object in Workfront. 
  12. (Optional) Click the name of the document to access it in Workfront. 
    This opens Workfront in a new browser tab. 
    adobe_document_with_name_highlight.PNG

Uploading a File from an Adobe Application

If you store on your computer files that were created in a supported Adobe Creative Cloud application, you can upload those files to a project, task, or issue using the Workfront extension.

To upload a document created in an Adobe application that you have stored on your computer:

  1. Open the supported Adobe application where you created the file.
  2. On the Window menu click Extensions then select Workfront.
    A list of items assigned to you displays. The items are grouped by project. If a list does not display, log in to Workfront.
    Your personal tasks are listed in the No Project item. 
    Adobe_List_of_items_grouped_by_project__1_.PNG
  3. Click the name of the item to which you want to upload the file.
    If you want to upload the file 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. 
    adobe_cc_select_button.png
  4. (Conditional) 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. 
  5. (Optional) Select Project, Task, or Issue from the drop-down menu following the Search box to narrow your search only for those objects.
    If the name of the item does not appear in the list, press Enter on your keyboard to search all Workfront items that you have access to view.  
  6. Click Select after finding the item you want to upload the document to. 
  7. In the Click to select format box, select the format in which you want to upload the document. This is a required field. 
    For a list of supported formats for each supported application, see  "Supported Exported File Formats."
  8. (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
  9. Click Upload a local file
    adobe_cc_select_button.png
  10. Browse for the file in the location where it is stored on your computer, then click Open
  11. (Optional) Rename the file you selected from your computer. 
  12. Click Upload
    You receive a confirmation that the document was successfully uploaded to Workfront. 
    The documents you upload to projects, tasks, or issues are listed in the Documents tab of the respective object in Workfront. 
  13. (Optional) Click the name of the document to open it in Workfront.
    This opens Workfront in a new browser tab. 

Uploading a New Version

You can update documents that have been either exported or uploaded from Adobe Creative Cloud applications to a Workfront project, task, or issue by uploading a new version.

To upload a new version of an existing document:

  1. Open 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. On the Window menu click Extensions then select Workfront.
    A list of items assigned to you displays. The items are grouped by project. If a list does not display, log in to Workfront.
    Your personal tasks are listed in the No Project item. 
  4. Expand the project, task, or issue where the existing document is listed and click the name of the existing document.
    All documents uploaded to projects, tasks, or issues display in a list, regardless of whether they were exported from the Adobe application or not.
  5. 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.
    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
  7. 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.
  8. (Optional) Click the name of the document to access it in Workfront. 

Commenting on a Workfront Document from an Adobe Application

You can add comments directly to a Workfront document within an Adobe application. Comments display in Updates tab of the Workfront item to which the document is saved. 

To comment on a Workfront document from an Adobe application: 

  1. Open one of the supported Adobe applications.
  2. On the Window menu click Extensions then select Workfront.
    A list of items assigned to you displays. The items are grouped by project. If a list does not display, log in to Workfront.
    Your personal tasks are listed in the No Project item. 
  3. Expand the project, task, or issue where the existing document is listed and click the name of the existing document.
  4. Click Select
  5. Click the Comment tab.
    A text field displays.
    Adobe_document_new_comment.PNG
  6. Type your update in the box provided.
  7. (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.
  8. (Optional) To request approval on the document, select Make an approval request.
  9. Click Update.
    An update is posted in the Updates tab of the document. Workfront users who you include in the comment receive an in-app notification, and, depending on how Workfront is configured, might also receive 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 from an Adobe Application

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

You can request a document approval from the following entities:

  • A Workfront user
  • An external user without a Workfront account

You can request an approval on a document from an Adobe application in the following ways:

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

  1. Open one of the supported Adobe applications.
  2. On the Window menu click Extensions then select Workfront.
    A list of items assigned to you displays. The items are grouped by project. If a list does not display, log in to Workfront.
    Your personal tasks are listed in the No Project item. 
  3. Expand the project, task, or issue where the existing document is listed and click the name of the existing document.
  4. Click Select
  5. Click the Approval tab.
  6. To add an approver, in the Start typing a name box do one of the following:
    • Type the name of an approver, then select it when it displays in the list.adobe_cc_adding_a_doc_approver.png
    • Type the email address of an external user.
  7. Click Request Approval.
    Workfront users who you include in the comment receive an in-app notification, and, depending on how Workfront is configured, might also receive an email notification.
    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. Open an Adobe Creative Cloud application.
  2. On the Window menu click Extensions then select Workfront.
  3. Click the More icon, in the upper-right corner of the panel.
    adobe_more_icon_on_workfront_panel.PNG
  4. (Optional) Click Feedback to open a brief survey and send Workfront your feedback about Workfront for Adobe Creative Cloud. 
  5. Click Logout.
    The Login screen displays.

Supported Exported File Formats

Supported Exported File Formats for Adobe InDesign 

Workfront supports the following file formats 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 

Workfront supports the following file formats 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 

Workfront supports the following file formats for exporting a file from from Adobe Photoshop to Workfront: 

  • JPG (jpg)
  • PNG (png)
  • PNG-8 (png)
  • GIF (gif)
This article last updated on 2018-11-28 21:00:30 UTC