Upload Documents and create proofs in Priorities
You can upload documents and create proofs in Priorities.
Priorities displays work items assigned to you. You cannot see work items assigned to your team.
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 | |
|---|---|
| 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
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Click the Main Menu icon
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In the worklist, hover over the work name, then click Summary icon
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Ensure you are on the Task or Issues tab in the summary panel.
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Click the Upload File icon
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Drag and drop your file or Cmd/Ctrl + V to paste from your clipboard
or
Click Add files to browse files or import files from a Document Cloud provider.
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(Optional) Add a comment.
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(Optional) Add more files.
note note NOTE Additional files are uploaded as separate documents. 1. Click **Upload**.
Work item details
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Click the Main Menu icon
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In the worklist, click the work item name.
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Click the Documents tab at the top of the screen.
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Click Upload document in the upper-right corner, then select Document.
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Drag and drop your file or Cmd/Ctrl + V to paste from your clipboard
or
Click Add files to browse files or import files from a Document Cloud provider.
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(Optional) Add a comment.
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(Optional) Add more files.
note note NOTE Additional files are uploaded as separate documents. 1. 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
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Click the Main Menu icon
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In the worklist, hover over the work name, then click Summary icon
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Ensure you are on the Task or Issues tab in the summary panel.
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Click the Documents icon
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Click the Upload file icon
note note NOTE You must upload the document before you can create the proof. -
Once the file uploads, select the file in the Documents section.
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Click Create Proof in the upper-right corner of the file details box.
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Choose one of the following:
table 0-row-2 1-row-2 layout-auto html-authored no-header 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
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Click the Main Menu icon
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In the worklist, click the work item name.
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Click the Documents tab at the top of the screen.
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Click Upload document in the upper-right corner, then select Proof.
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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