Next - 10 Introduction To Wórkiro Threads
This article explains how to preview, edit, version, share, and bulk-manage files in Wórkiro.
Previewing and Opening Files
- Single-click a file to open it in the preview window. Use the up and down arrows to navigate between files on the same record, and the zoom panel on the right to zoom in.
- The Relates To information at the bottom of the preview shows where the file is filed in Wórkiro.
- To open a file fully, click Open in viewer at the top of the preview, or double-click the file directly.
Editing Office Files
For Microsoft Office documents, Wórkiro supports Office 365 co-authoring, allowing you to edit files collaboratively with colleagues or external contacts. Click Open in Office for the web to begin editing. Changes are saved automatically when you close the file.
Reviewing and Updating Document Details
After editing, open the Document Details view to:
- Amend the file name or date.
- View previous versions of the file.
- Review the audit log showing who has viewed or changed the file.
- View and update the Relates To information.
Uploading a New Version
To upload a new version of a file, open the breadcrumbs menu, select Upload new version, drag and drop the new file into the upload window, and click Upload. The new version will appear in the file's version history.
Additional Options from the Breadcrumbs Menu
From the breadcrumbs menu you can also:
- Open the document in the viewer.
- Add the file to a new task.
- Copy a link to the file for sharing in Teams or email.
- Download a copy of the file.
Bulk Actions with Multi-Select
Click Select at the top of the screen to enter multi-select mode. With multiple files selected you can:
- Add all selected files to a new thread.
- Copy multiple links at once.
- Apply or update Relates To information across multiple files in one action.
- Delete files in bulk, subject to your permissions.
Click Done to exit multi-select mode.