If someone has sent you a document using Wórkiro, you can download a copy to your computer 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 sent to you by email and download a copy for your own use.
How to Download a Document Sent to You
To download 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 and go directly to the related item.
- Select Attachments to view all documents attached to the item.
- Click the three dot (⋯) menu next to the attachment you want to save.
- Select Download from the menu to save a copy of the document to your computer's Downloads folder.
Once downloaded, you can move or use the file as needed.