Summary for documents overview

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

The Summary allows you to interact with 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.

Open the Summary view

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.

Example of Updates in the Preview environment:

Example of Updates in the Production environment:

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