Managing Documents

From your

Applies to ,


You can upload, delete, and share your documents on the Documents page of When I Work. This article is intended for users with admin or manager level access. If you are a supervisor or employee, check out Viewing Documents.

Upload documents

To upload a new document:

  1. Hover over , then select  Documents.

  2. Click Add, then click Continue.
  3. Select the document you want to upload.
    NOTE: See Supported Files for Uploads for supported file sizes and types.
  4. A notification appears with a status of the upload. When complete, click X to close the notification. Your document appears in the list of documents.
    Document upload success

Delete documents

To delete a document:

  1. Hover over , then select  Documents.

  2. Click , then Delete File to confirm the delete. The file is removed from your list of documents.delete documentConfirm document delete

Share documents

To share a document:

  1. Hover over , then select  Documents.

  2. Click .share document buttonshare document link
  3. Click the link shown. It is automatically copied to your clipboard.
  4. Paste this link in shift notes, job sites, annotations, WorkChat, or send to your users directly.
    NOTE: A When I Work login is required to view shared documents.

Search documents

Use the left sidebar to search for specific documents

  1. Click the search bar.
  2. Type the name of the document you want to find. The list is filtered to your search criteria automatically.
Updated on October 28, 2022

Was this article helpful?

Related Articles

Still Need Help?

Open a ticket with our customer care team.

Submit a Ticket