Previewing documents
Quickly preview documents with a single click to check you've got the right one. From the preview you can view metadata, magnify the thumbnail, and launch the Workiro document viewer.
Viewing documents
Double-click the document row to open it in fully in the Workiro document viewer. Workiro supports in-app viewing for the following kinds of document.
- PDFs
- Microsoft Word (doc, docx)
- Microsoft Excel (xls, xlsx)
- Microsoft PowerPoint (ppt, pps, pptx, ppsx)
- Emails (eml, msg)
- Images (jpg, png, tiff, gif, svg, webp, tga, eps)
Editing documents
Depending on its kind, you can edit the document in different ways. Refer to the following guides to learn more.
- Annotate and mark-up PDFs
- Open documents in PDF desktop app
- Edit documents in Microsoft Office for the web
- Edit documents in Microsoft Office desktop
Downloading (exporting) documents
There are a few ways to download a document to your desktop.
1) When viewing a document in a list, choose the menu option 'Export To... My Device'
2) When opening a document in the viewer use the download button in the toolbar at the top of the window.
3) Multiple document extraction is available from the Workiro desktop app.
Linking to documents
From the document menu you can copy a link to your clipboard. This provides a simple means of directly linking to a document you can access. On using the link the document will open in the viewer or download, depending on its kind.
💡Tip: Linking to a document in this way doesn't allow you to share it with someone else. If you want to share a document then relate it to a thread.