First Quarter 2024 Document management enhancements

This page describes all document management enhancements made with the First Quarter 2024 release to the Preview environment. These enhancements will be made available in the Production environment with the First Quarter 2024 release.

For a list of all changes available at this point in the First Quarter 2024 release cycle, see First Quarter 2024 release overview.

Updated statuses for document approvals

NOTE
This feature is part of a phased release and is currently only available for specific customers.

To make document approval status more clear, we’ve updated available document status approvals. Now, the approval status accounts for reviewers marking their review complete, as well as cases where there are only reviewers but not approvers.

For more information on specific available statuses, see Document approval status.

Document review and approval status displays in document header

NOTE
This feature is part of a phased release and is currently only available for specific customers.

To make the review and approval process more transparent, we’ve added the status to the header of the Document Details page. Now, you can see at a glance the approval decision made on the document, or whether the document is still under review.

For information on specific statuses, see Document approval status.

Complete my review

NOTE
This feature is part of a phased release and is currently only available for specific customers.

To make it more clear when a document has been reviewed and is ready for the next approval stage, we’ve created a new Complete my review button. Now, when a user who is set as a reviewer has reviewed a document, they can click the Complete my review button to record in Workfront that the review is complete.

This is not an approval or rejection document, since the user is a reviewer instead of an approver.

Previously, the user could make a comment that the asset had been reviewed, but not mark it as complete.

For more information, see Review a document.

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