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Document Storage Reference for Managers

From your

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.

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 , then select  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. See Supported File Formats for Uploads.
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  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. See Supported File Formats for Uploads.
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  to delete the document.
f Share Click Share button  to open a menu with a shareable link to the document.

 

Updated on October 26, 2021

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