Summary for documents overview
You can use the Summary panel to access and update important information directly from the documents list.
Access requirements
You must have the following:
*To find out what plan, license type, or access you have, contact your Workfront administrator. For more information, see Access requirements in Workfront documentation.
Open the Summary view
-
Go to the Documents area and select an item in the list.
-
Click the Open Summary icon
After you open the Summary, it stays open as you click on other documents and remains open until you manually close it.
Details
Use the Details section to view high-level overview information and interact with custom forms. Click Details at the top of the section to go to the full Document Details page.
Overview overview
Expand the Overview section to view or download a image thumbnail, open a proof, update the basic description, check the document out and more.
Custom Forms custom-forms
Use the Custom Forms section to add, edit, or view any custom forms associated with the document. Begin typing the name of the custom form to add it to the document. For more information, see Add or edit a custom form to a document.
Updates
Use the Updates section to read an update someone made on the document or proof. The summary shows the first 2 comments made. For more information on updates, see Comment on a proof.
Approvals
Use the Approvals section to ask for a document approval. You can also remind someone about an approval, resubmit the approval and cancel the previous decision, or delete the approval. Document approvers can use the Summary to make a decision.
Proof approvals must be added in the Proof Workflow. For more information on approvals, see
Versions
Use the Versions section to view the number of versions created for a specific document. Click the More menu to
- Open a proof
- Download a proof or document
- Preview a browser-supported document
- Go to the Document Details
- Delete a proof or document