Sharing Documents with External Partner in Workfront/Fusion | Community
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MichaelaDi1
Level 2
April 9, 2026
Question

Sharing Documents with External Partner in Workfront/Fusion

  • April 9, 2026
  • 1 reply
  • 43 views

We are looking into sharing final files from our documents section in Workfront with an external partner/agency to create efficiencies. Is there a way to trigger a notification with the documents in an email to a partner through Fusion to be sent directly to the partner? 

1 reply

ChrisStephens
Community Advisor
ChrisStephensCommunity Advisor
Community Advisor
April 9, 2026

You should be able to set up an integration with Outlook that would allow you to do that.

 

Alternatively, if the partner has some form of automations of their own, you could have Fusion generate a pre-signed URL for the document, then send that URL to a listener on the parter’s side, and then their automation could download it and they could do whatever they need with it from there.

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    MichaelaDi1Author
    Level 2
    April 14, 2026

    Thanks, Chris. We’ve been told by our IT team we can’t integrate with Teams or Outlook due to security reasons. The second approach may be the best way to go. I’ll look into it, but if you have a recc for the module setup I’m open to hearing. 

    S
    Stacey_Robertson
    Level 5
    April 15, 2026

    Could you post an update to the project or task and @mention the user? If their notifications are set to email them they would receive the notification from Workfront.

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