Send a Document with the enhanced connector
CREATED FOR:
- User
You can send documents from Workfront to Experience Manager Assets. Documents uploaded and sent from Workfront to Experience Manager Assets still count against your overall document storage. Assets linked from Experience Manager Assets don鈥檛 count towards overall storage.
Access requirements
You must have the following access to perform the steps in this article:
Edit access to Documents
Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
View access or higher on Documents
For information on requesting additional access, see Request access to objects.
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Prerequisites
Before you begin, you must
- Install the Workfront for Experience Manager enhanced connector.
Send a Document to Experience Manager Assets
When a user sends a document from Workfront to Experience Manager Assets, mapped metadata transfers along the document. If configured, the metadata syncs continuously each time a change is made.
To send a document:
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Go to the Documents area in Workfront, and select the document you want to send.
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Click Send to, then choose the Experience Manager Assets integration your administrator set up.
NOTEAny name may be chosen for this integration, so it may not specifically mention Experience Manager Assets.
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Choose where you want the asset to go, then click Select Folder.
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When you find your desired destination, click Save.
Send a new version to Experience Manager Assets
You can add a new version to a document you have previously uploaded to Workfront. For more information, see Upload a new version of a document. After the latest version is uploaded, you can send it to Experience Manager Assets. If a mapped field in Workfront has changed, the new version updates the metadata in Experience Manager Assets when it sends.
To send the most recent version:
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Go to the Documents area in Workfront, and locate the document.
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Click Send to, then choose the Experience Manager Assets integration your administrator set up.
NOTEAny name may be chosen for this integration, so it may not specifically mention Experience Manager Assets.
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Click Save. The new version saves in the same location as the previous version.