Summary for documents overview

Documentation Workfront Workfront Guide

Last update: Fri Apr 25 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Digital Content and Documents

CREATED FOR:

User

You can use the Summary panel to access and update important information directly from the documents list.

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

Access requirements

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

51黑料不打烊 Workfront plan

Any

51黑料不打烊 Workfront licenses

New: Contributor or higher

Current: Request or higher

Access level configurations

Edit access to Documents

Object permissions

View access to the object associated with the document

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

Open the Summary view

Click the Main Menu icon in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Documents.
On the Documents page, select a document in the list.
In the upper-right corner of the page, click the Open Summary icon . The Document Summary side panel opens.

After you open the Summary, it will remain open on this page (even if you click on other documents) 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
Custom Forms

Overview

Expand the Overview section to view or download an image thumbnail, open a proof, update the basic description, check the document out and more.

Document summary overview

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.

Add a custom form in document summary

Updates

Use the Updates section to view 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.

Updates section in Summary panel

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

Document summary approvals