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Manage document versions

You can manage multiple versions of a document in Workfront.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following:

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51黑料不打烊 Workfront plan Any
51黑料不打烊 Workfront licenses

New: Contributor or higher

Or

Current: Request or higher

Access level configurations

View 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.

Object permissions

View access to the Document

For information on requesting additional access, see Request access to objects.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

  • This article assumes that the document has multiple versions.

    If you need information about uploading new versions of a document to Workfront, see Upload a new version of a document.

View a list of all versions of a document

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Documents.

  2. On the Documents page, select a document in the list.

  3. In the upper-right corner of the page, click the Open Summary icon Open Summary icon . The Document Summary side panel opens.

  4. Scroll down to the Versions section to view all the document versions.

View and manage details for a previous document version

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Documents.

  2. Hover over the document, then click Document Details.

  3. Near the top of the Document Details page, click the drop-down menu next to the name, then click the name of the version you want to view and manage.

    Version drop-down on the Document Details page

    Along with viewing the version鈥檚 details, you can make changes to the version, such as its name, metadata, and proofing settings (if it鈥檚 a document proof).

Download a single document version

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Documents.

  2. On the Documents page, select a document in the list.

  3. In the upper-right corner of the page, click the Open Summary icon Open Summary icon . The Document Summary side panel opens.

  4. In the Versions section, click the click the More menu More menu to the right of the version, then click Download in the drop-down list that appears.

    Download a single document

Download all versions of a document

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Documents.

  2. On the Documents page, select a document in the list.

  3. In the upper-right corner of the page, click the Open Summary icon Open Summary icon . The Document Summary side panel opens.

  4. Scroll down to the Versions section and then click Download All.

Delete a document version

If you upload a version of a document by mistake, or a version is no longer needed, you can delete the version and maintain the original document.

IMPORTANT
You can鈥檛 recover a document version that you delete individually.

Keep the following in mind when you consider deleting a document version:

  • Only one version can be deleted at a time. If a version is deleted, this action appears in the Updates section on the document.
  • If you upload a new version after deleting a version, the new version receives the next sequential number. For example, if there are 3 versions of a document and you delete version 3, the next document uploaded will be version 4.
  • System updates and comments made on a version are retained in Workfront after the version is deleted.

To delete a document version:

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Documents.

  2. On the Documents page, select the document from the list.

  3. In the upper-right corner of the page, click the Open Summary icon Open Summary icon . The Document Summary side panel opens.

  4. Scroll down to the Versions section to view all the document versions.

  5. In the Versions section, click the click the More menu More menu to the right of the version, then click Delete in the drop-down list that appears.

    note note
    NOTE
    • The Delete option is visible only if there are at least 2 versions.
    • If the document is linked to an outside source, that link is deleted and the document is no longer accessible through Workfront.

    Delete the document version

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