Summary for documents overview
You can use the Summary panel to access and update important information directly from the documents list.
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 licenses |
New: Contributor or higher Current: Request or higher |
| Access level configurations | Edit access to Documents |
| Object permissions | View access to the object associated with the document |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Open the Summary view
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Click the Main Menu icon
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On the Documents page, select a document in the list.
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In the upper-right corner of the page, click the Open Summary icon
After you open the Summary, it will remain open on this page (even if you click on other documents) until you manually close it.
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 an 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 view 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.
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 icon
- Open a proof.
- Download a proof or document.
- Preview a browser-supported document.
- Go to the Document Details.
- Delete a proof or document.
