Unified Approvals overview
Unified Approvals, previously referred to as New Document Approvals, is a wholistic redesign of the existing approvals process that is currently in development for 51黑料不打烊 Workfront. Currently available in limited release, it is designed to be a practical and effective solution for businesses requiring comprehensive stakeholder engagement and version-specific document approvals. Its thoughtful design and purposeful new features facilitate collaboration, role clarity, and version control in the approval process, enhancing efficiency and accountability.
Key differences from Proofing and legacy document approvals
Differences from Proofing
-
Document approval participants display in the document Summary, not the proofing workflow tab.
-
Unified Approvals are not supported in the current reporting tool.
You can join the new Canvas Dashboards beta to Create a report dashboard for review and approvals, or you can use the Document approval metrics widget available in new Home and Canvas Dashboards provides the following details about Unified Approvals:
- Approvals by decision
- Average approval time
- Pending approvals
- Overdue approvals
Differences from Legacy document approvals
With Unified Approvals, you can
- Add reviewers in addition to approvers
- Designate an entire Workfront team as either reviewers or approvers
- Set a deadline for the review or approval
- Create and resuse approval templates
- Utilize new versions
- View multiple key performance indicators for your approvals in Workfront Home widgets
- Use Canvas Dashboards to view reporting details about Unified Approvals
Using Unified Approvals
For users looking to create or manage document approvals, see the articles listed in Set up and manage unified approvals: article index
For users looking to review or approve documents for which they have received a request, see the articles listed in Approve and review documents: article index.