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Send a Document with the enhanced connector

You can send documents from Workfront to Experience Manager Assets. Documents uploaded and sent from Workfront to Experience Manager Assets still count against your overall document storage. Assets linked from Experience Manager Assets don鈥檛 count towards overall storage.

Access requirements

Expand to view access requirements for the functionality in this article.
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51黑料不打烊 Workfront package Any
51黑料不打烊 Workfront license

Contributor or higher

Request or higher

Additional products Experience Manager Assets
Access level configurations*

Edit access to Documents

s="MCXref xref">Create or modify custom access levels.

Object permissions View access or higher on Documents

For information, see Access requirements in Workfront documentation.

Prerequisites

Before you begin, you must

  • Install the Workfront for Experience Manager enhanced connector.

Send a Document to Experience Manager Assets

When a user sends a document from Workfront to Experience Manager Assets, mapped metadata transfers along the document. If configured, the metadata syncs continuously each time a change is made.

To send a document:

  1. Go to the Documents area in Workfront, and select the document you want to send.

  2. Click Send to, then choose the Experience Manager Assets integration your administrator set up.

    note note
    NOTE
    Any name may be chosen for this integration, so it may not specifically mention Experience Manager Assets.

    Send to

  3. Choose where you want the asset to go, then click Select Folder.

  4. When you find your desired destination, click Save.

Send a new version to Experience Manager Assets

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 Experience Manager Assets. If a mapped field in Workfront has changed, the new version updates the metadata in Experience Manager Assets when it sends.

To send the most recent version:

  1. Go to the Documents area in Workfront, and locate the document.

  2. Click Send to, then choose the Experience Manager Assets integration your administrator set up.

    note note
    NOTE
    Any name may be chosen for this integration, so it may not specifically mention Experience Manager Assets.

    Send to

  3. Click Save. The new version saves in the same location as the previous version.

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