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Document Storage Reference for Managers (Beta)

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Applies to ,

Overview

Document Storage is a central repository in When I Work for documents you want to share company-wide. This is useful for on-boarding checklists, employee handbooks, or training manuals. You can share links to documents in shift notes, job sites, annotations and WorkChat.

You can also view documents on your iPhone/iPad or Android device.

Beta

The Document Storage feature is in Beta testing and is slowly being rolled out to eligible accounts. If you would like to help us test Document Storage, please contact us.

Documents landing page

Manage all of your documents from the Documents landing page, which can be accessed from the Workplace drop-down menu.

Hover over Workplace, then select Document Documents.

Documents menu item

Document storage page

Callouta
NameSearch
DescriptionType in the search box to search for a specific document.
Calloutb
NameUpload
DescriptionClick Upload to upload a new document.
Calloutc
NameName
DescriptionThe name of the document.
Calloutd
NameUploaded
DescriptionThe date the document was uploaded and the user that uploaded the document.
Calloute
NameDelete
DescriptionClick Delete to delete the document.
Calloutf
NameShare
DescriptionClick Share button  to open a menu with a shareable link to the document.
Callout Name Description
a Search Type in the search box to search for a specific document.
b Upload Click Upload to upload a new document.
c Name The name of the document.
d Uploaded The date the document was uploaded and the user that uploaded the document.
e Delete Click Delete to delete the document.
f Share Click Share button  to open a menu with a shareable link to the document.

 

Updated on July 17, 2019

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