Send a Document to Experience Manager Assets or Assets Essentials
You can send documents from Workfront to Experience Manager Assets or Assets Essentials. Documents uploaded and sent from Workfront to Assets Essentials still count against your overall document storage. Assets linked from Assets Essentials don’t count towards overall storage.
Metadata fields are first mapped when you send an asset from Workfront to Experience Manager Assets or Assets Essentials. Any metadata configured to map for parent objects is sent as well. For more information on configuring metadata mapping, see Configure the Experience Manager Assets as a Cloud Service integration or Configure the Experience Manager Assets Essentials integration.
Access requirements
You must have the following:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Prerequisites
Before you begin,
- Your Workfront Administrator must configure an Experience Manager integration. For more information, see Configure the Experience Manager Assets as a Cloud Service integration or Configure the Experience Manager Assets Essentials integration.
Send a Document from Workfront
When a user sends a document from Workfront to Experience Manager Assets or Assets Essentials, mapped metadata transfers along the document. After the document is sent, changes made to the document’s metadata in Workfront are not reflected in Assets or Assets Essentials. If a mapped field in Workfront is changed, you must send a new version of the document with the updated metadata to Assets or Assets Essentials. To set up or edit metadata, see Configure the Experience Manager Assets as a Cloud Service integration or Configure the Experience Manager Assets Essentials integration.
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 integration your administrator set up.
note note NOTE The Workfront administrator can choose any name for this integration, so it may not specifically mention Assets or Assets Essentials. -
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
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 Assets Essentials. If a mapped field in Workfront has changed, the new version updates the metadata in Assets Essentials 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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Select Send to, then choose the Experience Manager integration your administrator set up.
note note NOTE The Workfront administrator can choose any name for this integration, so it might not specifically mention Assets or Assets Essentials. -
Click Save. The new version saves in the same location as the previous version.
Move a document to a linked folder in Experience Manager Assets
You can move a document to a linked folder in Experience Manager Assets if both the document and the linked folder are in the same document list (such as the document area of a project).
- Locate the document that you want to move.
- Drag and drop the document onto the linked Experience Manager Assets folder that you want to move it to.
The document options are not available while the document is in the process of moving. After the document is moved to Experience Manager Assets, is no longer visible in the document list in Workfront.