If someone has sent you a document using Wórkiro, you can view it through a secure link without needing a Wórkiro account. This is done through a restricted view called Private Thread View (PTV). This article explains how to open and view a document sent to you, from the email notification through to viewing it in detail in your browser.
How to View a Document Sent to You
To view a document sent to you in Wórkiro, follow these steps:
- Open the email from the sender (for example, your accountant) in your inbox.
- Click the "View Details" button in the email to open Wórkiro in your browser.
- You'll be taken directly to the thread related to the document that was sent to you.
- Review the main message from the sender for context on the document and any action expected from you.
- Select the Chat tab to see any conversation or instructions related to the document.
- Type and post your own comments or questions in the chat area if you'd like the sender to respond.
- Select the Attachments tab to find the document that was sent to you.
- Click the attached file to open a preview, with the document shown on the left. Move your mouse over the thumbnail in the top right corner to zoom in on specific areas of the document.
- Click Open in Viewer to open the document in a full page view, where you can scroll through the entire document.
- From the full viewer, you can read through the document and, where enabled, make changes or annotations, all without downloading the file.