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Attachments in Updates Feed Not in Documents Tab

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Level 2

5/16/24

Description - Workfront allows you to attach files in the Updates section of an object (Allow users to add images in updates setting must be turned on), the attachment shows in the update feed.  However, the document is not saved in the source object Documents tab.

 

Why is this feature important to you -  Our practice is to move all documents to G Drive as part of our project managements.  We are unable to move any documents added through the updates feed because they don't show up in the Documents area.  In addition, we do not have access to additional document features like comments, versioning, details, and proofing.

 

How would you like the feature to work -   Would like to see the attachment added to the source object Documents tab.  This would allow all documents to be managed centrally on the object or parent object.

 

Current Behaviour -  Currently, when you attach a file in the Updates section the image appears in the Updates section.   However, the document is not saved in the source Object documents tab.  Instead it is saved in the user's main Documents section.

2 Comments

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Level 2

5/16/24

@Richard__Carlson - this is coming into play for our agile teams.   They are used to using agile specific tools where they can access everything on one page.  Right now, having to click between Updates, Documents, and Task Details is more clicks than they would like.