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.
Callout | a |
Name | Search |
Description | Type in the search box to search for a specific document. |
Callout | b |
Name | Upload |
Description | Click Upload to upload a new document. See Supported File Formats for Uploads. |
Callout | c |
Name | Name |
Description | The name of the document. |
Callout | d |
Name | Uploaded |
Description | The date the document was uploaded and the user that uploaded the document. |
Callout | e |
Name | Delete |
Description | Click to delete the document. |
Callout | f |
Name | Share |
Description | Click 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. |