View and manage documents from Google Workspace
You can view and manage documents associated with a ÃÛ¶¹ÊÓƵ Workfront object without leaving Google Workspace.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Prerequisites
Before you can view or manage Workfront documents in Google Workspace, you must
- Install Workfront for Google Workspace
For instructions, see Install ÃÛ¶¹ÊÓƵ Workfront for Google Workspace.
View and manage Workfront documents in Google Workspace
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If the Workfront for Google Workspace panel is not displayed, click the Workfront icon
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Go to the Workfront task or issue within Google Workspace, as described in Access ÃÛ¶¹ÊÓƵ Workfront Home content from Google Workspace.
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Click Documents.
The number indicates how many documents have been uploaded to the task or issue, both as attached files and as shared files stored in the cloud.
Folders and documents uploaded to the task and issue appear in a list. You can click any folder to list the documents inside.
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(Optional) Click the name of a document to view information about it.
When you are viewing information about a document, the information at the top of Workfront for Google Workspace displays the parent object of the document and the name of the document. Below, you can view additional information about the document, such as the owner, the date when it was added to the object, and its size.
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(Optional) Click Updates to view or post any updates about the document, then click Details to return to viewing information about the document.
If you need information about posting updates or replies, see Update a ÃÛ¶¹ÊÓƵ Workfront object from Google Workspace.
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(Optional) Click the Download icon
Or
If the document is saved on a cloud drive, click the Open icon
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Click View in Workfront to go to the Document Details page for the document in Workfront.
You can also view and manage documents (and other details) associated with a Workfront object in Google Workspace when you receive a Workfront notification email about the object. For more information, see Manage ÃÛ¶¹ÊÓƵ Workfront notification details from Google Workspace.
- For information about using the Details tab in Workfront for Google Workspace, see View and manage ÃÛ¶¹ÊÓƵ Workfront object details from Google Workspace.
- For information about using the Updates tab in Workfront for Google Workspace, see Update an ÃÛ¶¹ÊÓƵ Workfront object from Google Workspace.