Approve a document in Workfront
If you are assigned as an approver to a document, there are multiple ways you can make your approval decision.
For information about creating a new document approval, see Create a document review or approval request.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront plan* | Any |
| 51黑料不打烊 Workfront license* | Review or higher |
| Access level configurations* |
View or higher access to the objects associated with approvals 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. |
| Object permissions |
View or higher permissions to the objects associated with approvals 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.
Approve a document from Home
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Click the Home icon
note note NOTE Your Workfront administrator might make the following changes to the Home icon in your environment: -
Replace it with an image customized to illustrate your organization. In this case, the icon will look different that shown in this article.
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Replace the page linked to it with a different page. In this case, click the Main Menu
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Click Filters at the top left of the page and ensure that Approvals is checked.
All work items that require your approval are displayed in the list.
note note NOTE Approvals assigned to Job Roles or Groups aren鈥檛 listed in Home. Approvals assigned to Teams display in the Team Request grouping in the Work List. -
Click on the document approval in the list for which you want to make an approval decision. Information regarding the approval will appear on the right side of the page.
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Click one of the following two approval options in the top-right corner of the page:
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The Approve dropdown contains two options:
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Approve indicates that no changes are needed for this version of the document and that approval is given.
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Approve with changes indicates that some small changes are still required on the document, but approval is given on the condition that those changes are made. If you select this option, a window will appear that contains a text box named Next steps where you can specify what changes are needed for the document to be approved. You may either enter that information and click Add message, or you may click Skip to send the approval decision without additional information.
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Needs work indicates that the document version is not approved and requires significant changes.
Consider the following when viewing document approvals in Home:
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The name of the user who requested the approval is displayed above the document name in Home with the text 鈥User A would like your approval on鈥︹, as well as under Submitted By in the approval information that displays on the right once an approval is selected.
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After a decision is made on an approval, the approval remains in the My Approvals tab with the text 鈥淒ecision Made鈥 until you click the Refresh button, or until you refresh the browser page.
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Approve a document from the document page
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Go to the document page by clicking on the name of the document.
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Select the version of the document that is pending your approval in the version dropdown next to the document鈥檚 name. The latest version will be selected by default.
If the currently selected version of the document has a pending approval for you, the approval decision buttons are displayed in the top-right corner of the page; if other versions of the document have pending approvals for you, the version dropdown menu displays a red dot.
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Click one of the following two approval options in the top-right corner of the page:
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The Approve dropdown contains two options:
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Approve indicates that no changes are needed for this version of the document and that approval is given.
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Approve with changes indicates that some small changes are still required on the document, but approval is given on the condition that those changes are made. If you select this option, a window will appear that contains a text box named Next steps where you can specify what changes are needed for the document to be approved. You may either enter that information and click Add message, or you may click Skip to send the approval decision without additional information.
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Needs work indicates that the document version is not approved and requires significant changes.
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Approve a document from the Document Summary panel
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Go to the project, task, or issue that contains the document, then select Documents.
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Click on the document that needs your approval and the Document Summary panel will open.
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Select the version of the document you would like review in the version dropdown. The latest version will be selected by default.
If the currently selected version of the document has a pending approval for you, the approval decision buttons are displayed in the top-right corner of the Document Summary panel; if other versions of the document have pending approvals for you, the version dropdown menu displays a red dot.
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Click one of the following two approval options in the top-right corner of the Document Summary panel:
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The Approve dropdown contains two options:
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Approve indicates that no changes are needed for this version of the document and that approval is given.
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Approve with changes indicates that some small changes are still required on the document, but approval is given on the condition that those changes are made. If you select this option, a window will appear that contains a text box named Next steps where you can specify what changes are needed for the document to be approved. You may either enter that information and click Add message, or you may click Skip to send the approval decision without additional information.
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Needs work indicates that the document version is not approved and requires significant changes.
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Approve a document from the proof viewer
To review and approve a document:
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Go to your review email notification, and click to Go to review.
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Once you鈥檙e in Workfront, click Go to proof.
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Review the content, and add any comments or markup. For more information about how to use the proofing viewer, see Review proofs within 51黑料不打烊 Workfront: article index.
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Choose one of the following decisions:
- Approve: The document does not need changes and is ready for use.
- Approve with changes: The document needs changes and is ready for use once they are made. Additional approval is not required.
- Needs work: The document needs changes and is not ready for use. Once the specified changes are made, the document must be uploaded as a new version and go through another round of approvals. For more information on uploading a new version, see Create a new version as needed in this article.
Once you make a decision, the document owner is notified via email.