If someone has requested a document from you using Wórkiro, you can upload it directly from your computer or connected storage without needing a Wórkiro account. This is done through a restricted view called Private Thread View (PTV). This article explains how to open a document request received by email, upload the requested file, and optionally send a message back to the requester.
How to Upload a Requested Document
To upload a document requested from you in Wórkiro, follow these steps:
- Open the email from the requester (for example, your accountant) in your inbox.
- Click the "View Details" button in the email to open the request in Wórkiro.
- Review the message from the requester for context on what's being requested.
- Select the Attachments tab to view where files should be uploaded.
- Click Attach Documents at the bottom of the Attachments tab.
- Drag and drop a file from your computer into the upload area, or click to browse your device, Google Drive, Dropbox, OneDrive, or other connected storage.
- Once uploaded, the document is attached to the thread. The requester is automatically notified and can view the file.
- If you want to add any context or a follow up question, type your message in the message area and send it.