Creating a centralized document folders for policies/procedures for users

Question

Hi All:

We are contemplating putting policies/procedures currently offline into Workfront. We hoped to use the Documents section of the tool to have a single place where all users can go and access them, and then pin that page to their layout templates.

However, I'm having no luck in figuring out how to share a document folder with the user base.

What extremely obvious thing am I missing? Thanks!

VicSellers · Accepted Answer

Hi @ryan_mcgee - The "My Folders" on your screenshot isn't technically a folder, so that's why it is not shareable. If you go to Add New > Folder and create a folder, it will go in that section, and then you can share it out &#128578;

KierstenKollins · Answer

Another idea for you.

We have an project that is admin only where we store our resource guides in the documents area.

We then leverage a dashboard and add the documents as external links to the dashboard.

To retrieve the url for your document to be added to a dashboard, hover over the document title and right click then "Copy Link Address". Then go back to your dashboard and use the URL you copied.

Once you are all done setting up your dashboard, your dashboard will look something like this:

We hard pin our resource guide dashboard in our layout templates so users always have these at their fingertips.

Hope this helps!

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded