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Upload Documents and create proofs in Priorities

Last update: Thu Dec 19 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

You can upload documents and create proofs in Priorities.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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ÃÛ¶¹ÊÓƵ Workfront plan

New: Any

Current: Pro or Higher
ÃÛ¶¹ÊÓƵ Workfront license

Upload documents

New: Contributor

Current: Request

Create proofs

New: Standard

Current: Work or Plan
Proof Permission Profile Manager or higher
Access level configurations* Edit access to Documents

For more detail about the information in this table, see Access requirements in Workfront documentation.

Upload a document to a work item

You can upload a document to a work item from the worklist or the work item Details page.

Worklist summary panel

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Priorities.

  2. In the worklist, hover over the work name, then click Summary icon open summary icon .

  3. Ensure you are on the Task or Issues tab in the panel.

  4. Click the Document icon in the right side rail.

  5. Click the Upload file icon and choose the file.

  6. (Optional) Do any of the following:

    1. Select a folder.
    2. Make a comment
    3. Add additional files.

  7. Click Upload.

Work item details

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Priorities.

  2. In the worklist, click the work item name.

  3. Click the Document tab at the top of the screen.

  4. Click the Upload document > Document.

  5. (Optional) Do any of the following:

    1. Select a folder.
    2. Make a comment
    3. Add additional files.

  6. Click Upload.

Create a simple or advanced proof

You can create a proof from a document from the worklist or the work item Details page.

Worklist summary panel

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Priorities.

  2. In the worklist, hover over the work name, then click Summary icon open summary icon .

  3. Ensure you are on the Task or Issues tab in the panel.

  4. Click the Document icon in the right side rail.

  5. Click the Upload file icon, then choose the file.

    note note
    NOTE
    You must upload the document before you can create the proof.

  6. Once the file uploads, click Create proof.

  7. Choose one of the following:

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    Simple Proof This option creates a proof with no workflow attached and applies the default proof settings. You can update the default proof settings or add a workflow after you've created the proof. For more information on proof settings, see Edit proof settings.
    Advanced Proof

    This option allows you to configure a Basic or Advanced workflow and modify proof settings for the proof you create. For more information, see

Work item details

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Priorities.

  2. In the worklist, click the work item name.

  3. Click the Document tab at the top of the screen.

  4. Click the Upload document > Proof.

  5. Create a the proof as described in
    Create an advanced proof with a Basic workflow
    Create an advanced proof with an Automated workflow

Filter and sort

You can organize your document using filters and sorting options.

Filter

You can filter documents by

  • Added by
  • File type

Sort

You can sort documents by

  • Date added
  • File type
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