Amazon Workdocs: User Guide
Amazon Workdocs: User Guide
User Guide
Amazon WorkDocs User Guide
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Amazon WorkDocs User Guide
Table of Contents
What is Amazon WorkDocs .................................................................................................................. 1
Accessing Amazon WorkDocs ....................................................................................................... 1
Supported file types ................................................................................................................... 1
How to get started .................................................................................................................... 2
Getting started .................................................................................................................................. 3
Step 1: Get invited ..................................................................................................................... 3
Step 2: Register ......................................................................................................................... 3
Step 3: Start using Amazon WorkDocs .......................................................................................... 4
Getting started with the web client .............................................................................................. 4
System requirements .......................................................................................................... 4
Signing in ......................................................................................................................... 4
Using single sign-on ........................................................................................................... 5
Getting started with Android ....................................................................................................... 5
System requirements .......................................................................................................... 5
Switching visual themes ...................................................................................................... 5
Getting started with iOS ............................................................................................................. 6
System requirements .......................................................................................................... 6
Viewing and editing files in other iOS apps ........................................................................... 6
Using the Files app in iOS ................................................................................................... 7
Saving a file from another iOS app to Amazon WorkDocs ........................................................ 7
Switching visual themes ...................................................................................................... 7
Using Companion ............................................................................................................................... 8
System requirements .................................................................................................................. 8
Installing Amazon WorkDocs Companion ..................................................................................... 8
Using Amazon WorkDocs Companion ........................................................................................... 9
Using Amazon WorkDocs Drive .......................................................................................................... 10
Installing Amazon WorkDocs Drive ............................................................................................. 10
Using the Windows Subsystem for Linux to mount Amazon WorkDocs Drive ............................. 11
Uninstalling Amazon WorkDocs Drive .................................................................................. 11
Logging out of Amazon WorkDocs Drive ..................................................................................... 12
Logging in to Amazon WorkDocs Drive after you log out ............................................................... 12
Using Amazon WorkDocs Drive .................................................................................................. 12
Understanding the Amazon WorkDocs Drive file icons ........................................................... 13
Opening Amazon WorkDocs Drive folders ............................................................................ 13
Taking actions on folders .................................................................................................. 13
Taking actions on files ...................................................................................................... 14
Working offline ................................................................................................................ 14
Reconnecting after working offline ..................................................................................... 15
Pausing file sync .............................................................................................................. 15
Searching Amazon WorkDocs Drive ..................................................................................... 16
Quitting Amazon WorkDocs Drive ....................................................................................... 16
Restarting Amazon WorkDocs Drive after you quit ................................................................ 16
Troubleshooting Amazon WorkDocs Drive .................................................................................... 16
Working with files and folders ........................................................................................................... 18
Organizing and editing files and folders ...................................................................................... 18
Creating folders ............................................................................................................... 18
Renaming and moving files and folders .............................................................................. 19
Editing files ..................................................................................................................... 19
Deleting folders and files .................................................................................................. 20
Managing the recycle bin (web only) .................................................................................. 20
Uploading and downloading files and folders .............................................................................. 20
Locking and unlocking files ....................................................................................................... 21
Viewing file versions ................................................................................................................. 22
Reverting a file to a previous version .......................................................................................... 22
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Amazon WorkDocs User Guide
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Amazon WorkDocs User Guide
Accessing Amazon WorkDocs
You can share your files with other users for collaboration or review, and you can view many different
types of files, including all common document and image formats.
Note
Amazon WorkDocs isn't available on Linux.
Amazon WorkDocs also offers Amazon WorkDocs Drive, an app that syncs your desktop with
your Amazon WorkDocs site, at no charge. For more information, see Using Amazon WorkDocs
Drive (p. 10).
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Amazon WorkDocs User Guide
How to get started
You can also play audio and video files in the Amazon WorkDocs web application and Amazon WorkDocs
iOS applications. Supported file types include .mp4, .3gp, .mov, .m4a, and .m4v. For more information
about iOS applications, see Getting started with iOS (p. 6).
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Amazon WorkDocs User Guide
Step 1: Get invited
Contents
• Step 1: Get invited (p. 3)
• Step 2: Register (p. 3)
• Step 3: Start using Amazon WorkDocs (p. 4)
• Getting started with the web client (p. 4)
• Getting started with Android (p. 5)
• Getting started with iOS (p. 6)
Your Amazon WorkDocs administrator sends you an email message with the information needed to log
in and register—if necessary—and instructions on how to download the client applications.
Important
Save your invitation email, or save the address of the person who sent the email. You may need
to contact that person for help with tasks that only administrators can do, such as enabling
Hancom Thinkfree.
Step 2: Register
When you receive your invitation to join an Amazon WorkDocs organization, you may need to register.
That involves entering your user information, which includes the following:
• First name
• Last name
• Password
You can change your profile photo, time zone, and password after you register. For more information,
see Updating your user profile (p. 42).
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Amazon WorkDocs User Guide
Step 3: Start using Amazon WorkDocs
If you haven't already, download and install the Amazon WorkDocs web client from Apps & Integrations
for Amazon WorkDocs.
Contents
• System requirements (p. 4)
• Signing in (p. 4)
• Using single sign-on (p. 5)
System requirements
The Amazon WorkDocs web client requires one of the following browsers:
Signing in
When you launch the Amazon WorkDocs web client for the first time, you sign in with your organization
name, user name, and password. The welcome email message from your administrator has the
organization and user names, and you set the password when you registered. For more information, see
Step 2: Register (p. 3).
If your Amazon WorkDocs administrator has enabled multi-factor authentication (MFA) for your
organization, you are also prompted for a passcode to finish signing in. Your Amazon WorkDocs
administrator provides information about how to get your passcode.
To reset your password, choose Forgot password on the sign-in screen. If you need more help with
signing in, contact your administrator.
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Amazon WorkDocs User Guide
Using single sign-on
Download the Android application from Google Play or the Amazon Appstore for Android, and sign
in with your organization name, user name, and password. The welcome email message from your
administrator has the organization and user names, and you set the password when you registered. For
more information, see Step 2: Register (p. 3).
To reset your password, choose Forgot password on the sign-in screen. If you need more help with
signing in, contact your Amazon WorkDocs administrator.
Contents
• System requirements (p. 5)
• Switching visual themes (p. 5)
System requirements
The Amazon WorkDocs Android phone and tablet client applications require Android 5.1 and later. In
addition, the Amazon WorkDocs Android tablet application requires one of the following:
• Kindle Fire HD 6
• Kindle Fire HD 7 (2nd Gen and later)
• Kindle Fire HDX 7 (3rd Gen and later)
• Kindle Fire HD 8
• Kindle Fire HDX 8
• Kindle Fire HD 8.9 (2nd Gen and later)
• Kindle Fire HDX 8.9 (3rd Gen and later)
• Kindle Fire HD 10
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Amazon WorkDocs User Guide
Getting started with iOS
The iPhone and iPad applications allow you to view and edit files in other iOS apps, and you can save
files from other iOS apps to Amazon WorkDocs.
Download the iPhone and iPad applications from the Apple App Store, and sign in with your organization
name, user name, and password. The welcome email message from your administrator has the
organization and user names, and you set the password when you registered. For more information, see
Step 2: Register (p. 3).
To reset your password, choose Forgot password on the sign-in screen. If you need more help with
signing in, contact your Amazon WorkDocs administrator.
Contents
• System requirements (p. 6)
• Viewing and editing files in other iOS apps (p. 6)
• Using the Files app in iOS (p. 7)
• Saving a file from another iOS app to Amazon WorkDocs (p. 7)
• Switching visual themes (p. 7)
System requirements
The Amazon WorkDocs iPhone client application requires the following:
1. Open the Amazon WorkDocs file that you want to open in another app.
2. Choose Menu, Share, and then select the app with which to open the file.
To save the file to Amazon WorkDocs, see Saving a file from another iOS app to Amazon
WorkDocs (p. 7).
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Amazon WorkDocs User Guide
Using the Files app in iOS
1. Install the Amazon WorkDocs iOS app on your iOS device and sign in.
2. In the Files app, choose Locations, Edit, then turn on Amazon WorkDocs.
3. Choose Done, then choose Workdocs to browse your files in the Files app.
To open and manage content directly in the Amazon WorkDocs app, choose Open in WorkDocs from the
Files app menu. You can now access the feedback and sharing features.
You can also use the Files app in iOS version 11 or later to save your file to Amazon WorkDocs.
1. Choose the file, photo, or attachment from any iOS app that supports file sharing.
2. Choose the export function in the app (this appears under different names, depending on the app),
and choose WorkDocs iOS app.
Note
If WorkDocs iOS app doesn’t appear in the list of apps, choose Browse more and slide the
toggle to choose WorkDocs iOS app.
3. Select an Amazon WorkDocs folder and choose Save.
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Amazon WorkDocs User Guide
System requirements
For Windows users, Amazon WorkDocs Companion integrates with File Explorer to let you:
• Upload multiple files and folders from File Explorer to the Companion Uploads folder under MyDocs
on the Amazon WorkDocs site.
• Share a link to the uploaded files, or share a link with a 4-digit passcode.
Contents
• System requirements (p. 8)
• Installing Amazon WorkDocs Companion (p. 8)
• Using Amazon WorkDocs Companion (p. 9)
System requirements
To use Amazon WorkDocs Companion, you must meet the following requirements:
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Amazon WorkDocs User Guide
Using Amazon WorkDocs Companion
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Amazon WorkDocs User Guide
Installing Amazon WorkDocs Drive
Amazon WorkDocs Drive is available for PC and macOS users, and for WorkSpaces on Windows. Amazon
WorkDocs Drive can upload and download files of up to 5 GB each, and allows file path lengths of up to
260 characters.
As you go, remember that Amazon WorkDocs Drive only creates links to your files. It doesn't write copies
to your hard drive. For example, say you open a word processor file from Amazon WorkDocs Drive.
Editing that file changes the current version of the file in Amazon WorkDocs.
Important
If you delete a link in Amazon WorkDocs Drive you also delete the source file in Amazon
WorkDocs Also, the links created by Amazon WorkDocs Drive use a small amount of storage, and
deleting them doesn't save any significant storage space.
Topics
• Installing Amazon WorkDocs Drive (p. 10)
• Logging out of Amazon WorkDocs Drive (p. 12)
• Logging in to Amazon WorkDocs Drive after you log out (p. 12)
• Using Amazon WorkDocs Drive (p. 12)
• Troubleshooting Amazon WorkDocs Drive (p. 16)
Amazon WorkDocs Drive is available for 64-bit versions of Windows 7, Windows 8, and Windows 10, plus
Windows Server 2008 R2 SP1, Windows Server 2012 R2, and Windows Server 2016.
Amazon WorkDocs Drive for Windows also requires Microsoft .NET Framework 4.6.2 or later. You can
download the latest framework from https://dotnet.microsoft.com/download/dotnet-framework.
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Amazon WorkDocs User Guide
Using the Windows Subsystem for Linux
to mount Amazon WorkDocs Drive
Note
macOS High Sierra 10.13 users might encounter this error message during installation: System
Extension Blocked.
To unblock the installation, open System Preferences, choose Security & Privacy, then choose
Allow.
To install Amazon WorkDocs Drive for macOS Big Sur on Intel machines
Windows
In Windows, open the Notifications pane, choose the Amazon WorkDocs Drive icon, choose the
gear icon, then choose Quit Amazon WorkDocs Drive.
macOS
On the menu bar, choose the Amazon WorkDocs Drive icon, choose the gear icon, then choose
Quit Amazon Workdocs Drive.
2. Do one of the following:
Windows
Start Control Panel, choose Programs and Features, Amazon WorkDocs Drive, Uninstall, then
OK.
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Amazon WorkDocs User Guide
Logging out of Amazon WorkDocs Drive
macOS
From the Applications folder, choose the Amazon WorkDocs Drive icon, then choose Move to
Trash. Next, navigate to ~/Library/Caches/ on your hard dive and remove the WorkDocs folder
and any sub folders.
1. In Windows, open the Notifications pane, choose the Amazon WorkDocs Drive icon, choose the gear
icon, then choose Log out (change site).
—OR—
On a Macintosh, on the menu bar, choose the Amazon WorkDocs Drive icon, choose the gear icon,
then choose Log out.
A log in screen appears. If you don't see the screen, look for and choose the Amazon WorkDocs Drive
icon in your Windows Task Bar or on the Macintosh menu bar.
2. Follow the steps in the next section to log back in to Amazon WorkDocs Drive.
1. In the log in screen, enter the indicated part of your Amazon WorkDocs URL.
2. Choose Next.
Topics
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Amazon WorkDocs User Guide
Understanding the Amazon WorkDocs Drive file icons
1. Right-click or tap and hold a folder, choose Amazon WorkDocs Drive, then choose Copy web link.
• Right-click or tap and hold a folder, choose Amazon WorkDocs Drive, then choose Open in browser.
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Amazon WorkDocs User Guide
Taking actions on files
Amazon WorkDocs opens in your default browser and lists the files in the folder.
You can also take these actions on folders. This guide assumes you know how to:
• Create folders.
• Rename folders.
• Move folders. Folders moved out of Amazon WorkDocs Drive go to the recycle bin on your Amazon
WorkDocs site. For example, say you move a folder from Amazon WorkDocs Drive to your hard drive. In
that case, Amazon WorkDocs moves the online instance of the folder to the recycle bin.
• Delete folders. Deleted folders also go to the recycle bin in Amazon WorkDocs.
In addition to creating, renaming, and so on, Amazon WorkDocs Drive also provides a number of actions,
and the steps in this section explain how. These steps apply to Windows and macOS computers.
1. Right-click or tap and hold the file that you want to take action on, then choose Amazon WorkDocs
Drive.
2. Do any
• To generate a link for sharing content with other users, choose Copy web link.
• To view or edit content in a web browser, choose Open in browser.
• To allow specific users to access a file, choose Share by invite.
• To prevent others from changing a file while you work on it, choose Lock and Edit. When you're
done, choose Unlock.
• To mark a file or folder as a favorite, choose Add to Favorites.
Working offline
You can't always be connected. But even when you aren't, you can work offline. Enabling offline access
to your files and folders downloads files to your computer. You then work on them, and upload your
changes to Amazon WorkDocs when you go back online.
Note
Enabling offline access uses network bandwidth to download your content, plus space on your
hard drive for storing the files. Downloads can take time, depending on the number of files and
your network bandwidth.
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Amazon WorkDocs User Guide
Reconnecting after working offline
1. In the notification area on a Windows machine, or the menu bar on a macOS machine, choose the
Amazon WorkDocs Drive icon.
2. Choose the gear icon.
3. Choose Work offline.
• In Windows, open the Notifications pane and choose the Amazon WorkDocs Drive icon.
• On a macOS machine, on the menu bar, choose the Amazon WorkDocs Drive icon.
2. Choose the gear icon.
3. Choose Work offline.
4. For Sync settings, select Access files on demand.
5. Choose OK.
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Amazon WorkDocs User Guide
Searching Amazon WorkDocs Drive
You can also seach WorkDocs Drive from the Windows Notification pane or the Macintosh menu bar, and
the following steps explain how to do those tasks.
Note
Remember that a WorkDocs Drive search is case sensitive.
• In Windows File Explorer, right-click the Amazon WorkDocs Drive icon, point to Amazon WorkDocs
Drive, choose Search, then enter a search term.
• In the Notifications pane, choose the Amazon WorkDocs Drive icon and enter a search term.
• On the menu bar, choose the WorkDocs icon and enter a search term.
• Start Finder, and under Favorites, right-click the Amazon WorkDocs Drive icon.
You can search for files in all folders, or narrow your search to the My Documents or Shared With Me
folders.
• Choose the Amazon WorkDocs Drive icon in the notification area in Windows, or the menu bar on a
macOS machine, and choose Quit.
• On a PC, choose Start to open your list of programs, choose the Amazon folder, then choose Amazon
WorkDocs Drive.
• On a Mac, go to the menu bar and choose Amazon WorkDocs Drive.
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Amazon WorkDocs User Guide
Troubleshooting Amazon WorkDocs Drive
Recovered Files
If you change a file that you don't have permissions to edit, you can't upload that file to your
Amazon WorkDocs site. Instead, the site saves the changes to your local Recovered Files folder.
You can open this folder from the Amazon WorkDocs Drive menu by choosing the question mark
icon, then Go to recovery folder. From there, you can upload the file to Amazon WorkDocs as a new
file.
Recovery Folder Full
Windows – Restart Amazon WorkDocs Drive by opening the Notifications pane, choosing the
Amazon WorkDocs Drive icon, choosing the gear icon, then choosing Log out (change site). Sign in
again and check the Recovered Files folder for any files you might need to save.
macOS – Restart Amazon WorkDocs Drive by choosing the Amazon WorkDocs Drive icon on the
menu bar, choose the gear icon, then choose Log out. Sign in again and check the Recovered
Files folder for any files you might need to save.
Local Disk Full
Delete unnecessary files from your local disk and Recovered Files folder.
Storage Limit Exceeded
Delete unused files to free up storage space. If you need more space after deleting unused files,
contact your Amazon WorkDocs administrator.
Critical Dependency Unavailable
Restart the Message Queuing service on your computer by opening the Services app. For Message
Queuing, choose Restart or Start.
If the error persists, open Computer Management, Services and Applications. If Message Queuing
does not appear in the navigation pane, uninstall Message Queuing and Amazon WorkDocs Drive.
When you reinstall Amazon WorkDocs Drive, it reinstalls Message Queuing for you. For more help,
contact your administrator.
You can also report an issue from the Amazon WorkDocs Drive menu.
Report an Issue
From the Amazon WorkDocs Drive menu, choose the question mark icon, then Report an issue to send
us a description of the problem. Note the tracking number. It serves as a reference for support cases or
correspondence with us.
Known Limitations
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Amazon WorkDocs User Guide
Organizing and editing files and folders
Contents
• Organizing and editing files and folders (p. 18)
• Uploading and downloading files and folders (p. 20)
• Locking and unlocking files (p. 21)
• Viewing file versions (p. 22)
• Reverting a file to a previous version (p. 22)
• Viewing files offline (p. 22)
• Searching files and folders (p. 23)
Contents
• Creating folders (p. 18)
• Renaming and moving files and folders (p. 19)
• Editing files (p. 19)
• Deleting folders and files (p. 20)
• Managing the recycle bin (web only) (p. 20)
Creating folders
To create a folder
1. In the web client, open the folder in which you want to create the new folder.
2. Choose Create, Folder.
3. Enter the folder name, then choose Create.
If your site administrator has enabled Hancom ThinkFree, you can also create files in the web client. For
more information, see Editing with Hancom ThinkFree (p. 35).
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Amazon WorkDocs User Guide
Renaming and moving files and folders
If you do not have a team directory group, ask your Amazon WorkDocs site administrator to create one.
Your administrator is the person who invited you to join Amazon WorkDocs.
1. In the web client, select the check box next to the file or folder to be renamed.
Note
Just select the check box. Choosing the file or folder name opens the file or folder in
Preview mode, and that disables the commands for renaming and moving.
2. For Actions, choose More, Rename.
3. Enter the new name, then press Enter.
When you are signed in to the Amazon WorkDocs site, you can sort documents by name, owner, and
other attributes. Use the dropdown arrows in the menu above your documents to do so. If you have
permissions, you can also move files or folders to other folders by following these steps.
1. In the web client, select the check box next to the file or folder to be moved.
Note
Just select the check box. Choosing the file or folder name opens the file or folder in
Preview mode, and that disables the commands for renaming and moving.
2. For Actions, choose More, Move.
3. In the dialog box, navigate to the target folder and choose Move.
Note
Moving a folder also moves the files and sub-folders within the folder. To move multiple files at
the same time, move them into a folder, and then move that folder.
Editing files
You can edit a file in the web client. When you save your edits to a file, the changes are saved to Amazon
WorkDocs as a new file version.
To edit a file
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Amazon WorkDocs User Guide
Deleting folders and files
If you lock the file, you can unlock it when you're done with your changes. For more information about
locking and unlocking files, see Locking and unlocking files (p. 21).
For more information about Amazon WorkDocs Companion, see Using Amazon WorkDocs
Companion (p. 8).
You can also add files by dragging and dropping them from your computer to the web client. But
remember that not all browsers support file drag-and-drop.
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Amazon WorkDocs User Guide
Locking and unlocking files
2. For Actions, choose Upload new version and select the version of the file to upload.
You can also download files or folders from the web client.
• Select the one or more checkboxes next to the files or folders that you want to download, open the
Actions menu and choose Download.
• Open the file, then open the Actions menu and choose Download.
• Open the folder. The folder name appears in a list, with a downward facing arrow. Open that list and
choose Download.
Note
On a PC, files and folders land in these locations by default:
On a Macintosh, downloaded files land by default in the Hard Drive Name/Users/User Name/
WorkDocsDownloads folder.
Owners, co-owners, and contributors can lock files and send requests to unlock a file. Owners and co-
owners can also unlock files. Contributors can unlock a file only if they locked it.
To lock a file
To unlock a file
The lock icon disappears, and you can work on the file.
To edit a file that someone else locked, you can send an unlock request to the user who locked it.
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Amazon WorkDocs User Guide
Viewing file versions
2. Choose Actions, then Settings, then Request unlock. Amazon WorkMail sends the request to the
user who locked the file, the file owner, and any co-owners.
The file's title appears just below the menu bar, along with a list control that reads vX of X.
Note
If only one version of a file exists, the list control doesn't appear.
2. Open the vX of X list and select the version you want to view.
To revert a file
The file's title appears just below the menu bar, along with a list control that reads vX of X.
Note
If only one version of a file exists, the list control doesn't appear.
2. Open the vX of X list and select the version that you want to revert to.
3. Choose Edit, choose the appropriate editor for the file, such as Companion App, then choose Yes to
lock the file.
4. In the editor, save the file to your local drive. If prompted, overwrite the existing file.
5. In Amazon WorkDocs open the Actions list and choose Upload new version.
Amazon WorkDocs uploads and locks the file. You need to unlock the file to edit it.
If you are using Amazon WorkDocs on your Android or iOS device, you can download any file that you
are authorized to by viewing the document and choosing the download icon. This makes offline files
available on your device. Once you download a file, the download icon changes to a dark background.
To view your offline files, choose Offline Documents in the app. You can give feedback on a document
even when offline. Your feedback is synchronized to the server the next time you have Internet access.
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Amazon WorkDocs User Guide
Searching files and folders
1. In the Amazon WorkDocs web application, for Search, enter a partial or complete search term.
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Amazon WorkDocs User Guide
Sharing by invitation
You can also revoke permissions, and users can remove themselves from a shared item.
Note
You can only share with directory groups, not email distribution lists.
Contents
• Sharing by invitation (p. 24)
• Sharing a link (p. 25)
• Removing share permissions (p. 26)
• Removing yourself from a share (p. 26)
• Transferring document ownership (p. 26)
Sharing by invitation
You can invite users and groups to share a folder or file, within or outside your organization. Inviting
people also allows you to set their permissions. If you share a folder, the permissions for that folder
apply to all the documents in the folder.
—OR—
To invite people outside your organization, enter the email address of the person or group with
whom you want to share. When you finish, the address appears in a pop-up. Select that pop-up to
add the address to your list of users.
Note
Your Amazon WorkDocs administrator has to authorize you to share files outside your
organization.
4. Select the desired permissions for the folder or file.
Co-Owner
These users and groups can rename and delete files, and share the file or files in the folder with
others.
Contributor
These users and groups can provide feedback on the file or files in the folder.
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Amazon WorkDocs User Guide
Sharing a link
Viewer
These users and groups can only view the file or files in the folder. They cannot provide
feedback. External users have Viewer as the default permission, and this can't be changed
unless they are converted from a Guest to regular User by an administrator.
5. Optionally, choose Add personal message to enter your own message to the people you're inviting.
6. Choose from the following options:
• If you're sharing a folder, choose whether to make it read-only. If you don't, users can upload new
files or new versions of existing files to the folder.
• If you're sharing a file, choose Request feedback to ask for feedback. You can also set deadlines
for feedback requests.
Note
You can only request feedback for files, not folders, and you can only request feedback
from users, not groups.
7. Choose Save.
Amazon WorkDocs sends an email to the invitees notifying them of the shared file or folder. The email
includes a link to the file or folder, any personal message, and the feedback deadline, if you specified
one. If you receive an error message saying that you can't share a document with people outside of your
organization, your Amazon WorkDocs administrator hasn't authorized you to share externally. Contact
that administrator for assistance.
Sharing a link
You can share your Amazon WorkDocs files and folders by sharing links them. You can share file links
inside and outside your organization, but you can only share folder links internally.
In addition, you can configure a file link to allow access to site members only, or to anyone on the
internet. Site members can view, comment on, update, or delete a file. Public links only allow viewing.
You can also set an expiration date and a 4-digit passcode for access to the file.
To share a link
• Off – No access is allowed.
• View – View only access is allowed to anyone inside your Amazon WorkDocs organization.
• View and edit – View and edit access is allowed to anyone inside your Amazon WorkDocs
organization.
• Public (file links only) – Anyone who has the link can view the file, whether they are outside or
inside your Amazon WorkDocs organization.
4. Optionally, for Link expiry date, choose the date when the link expires. The link expires at midnight
on the specified date.
5. Optionally, for Passcode, enter a 4-digit access code that link recipients must enter to access the
content.
6. Choose Create & Copy.
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Amazon WorkDocs User Guide
Removing share permissions
As you go, remember that transferring a folder automatically transfers ownership of all the files in that
folder.
Note
If you are a system administrator, you can transfer an inactive user's files and folders to an active
user. For more information, see Transferring document ownership in the Amazon WorkDocs
Administration Guide.
1. On your My Docs page, select the check box next to the items that you want to transfer.
Note
Don't select the file or folder names. Doing so opens the file or folder in Preview mode, and
you can't transfer anything in that mode. Just select the check boxes.
2. Open the Actions list and choose Transfer.
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Amazon WorkDocs User Guide
Transferring document ownership
3. In the search box, enter the name of the new owner. If the search returns multiple names, choose
the correct recipient.
4. Choose Transfer.
The new owner receives a task under My Tasks in Amazon WorkDocs. After the new owner accepts the
files, they appear on that owner's My Docs page.
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Amazon WorkDocs User Guide
Roles
Permissions
Amazon WorkDocs uses permissions to control access to folders and files. Permissions are applied based
on user roles.
Contents
• Roles (p. 28)
• Shared folder permissions (p. 28)
• File permissions (p. 29)
• Shared file permissions (p. 30)
Roles
Folder and file permissions are granted based on user roles. Amazon WorkDocs defines the following
roles for folders:
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Amazon WorkDocs User Guide
File permissions
View X X X X
View Sub-folders X X X X
View Shares X X X X
Download X X X X
Add Sub-folder X X X
Share X X
Revoke Sharing X X
Delete Sub-folder X X
Delete Top-level X X
folder
File permissions
Amazon WorkDocs provides the following permissions for files that do not reside in a shared folder:
View X X X X
View Shares X X X X
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Amazon WorkDocs User Guide
Shared file permissions
Download X X X
Annotate X X
View Annotations X X
View Activity X X
View Versions X X
Upload X X
Delete X
Prevent Download X
Share X
Revoke Sharing X
View X X X X X
View Shares X X X X X
Download X X X X
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Shared file permissions
Annotate X X X
View X X X
Annotations
View Activity X X X
View Versions X X X
Upload X X X
Delete X X
Rename X X
Prevent X X
Download
Share X X
Revoke Sharing X X
* The file owner, in this case, is the person who uploaded the original version of a file to a shared folder.
The permissions for this role apply only to the owned file, not all files in the shared folder.
** File owner/co-owner can see all private comments. Contributors can only see private comments that
are replies to their comments.
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Sharing feedback
If your Amazon WorkDocs administrator has enabled the Hancom ThinkFree or Open with Office Online
feature, users with edit permissions can join live collaborative editing sessions.
Topics
• Sharing feedback (p. 32)
• Sending messages (p. 35)
• Editing with Hancom ThinkFree (p. 35)
• Using Open with Office Online (p. 36)
Sharing feedback
Other people in your organization can request feedback from you on specific files. You can add feedback
to a file, or add a message about the entire file. You can also reply to feedback, give private feedback,
and decline to give feedback.
You can see the files for which your feedback has been requested in your Awaiting my feedback list.
To request feedback, you can share your document with other people in your organization. For more
information, see Sharing files and folders.
Contents
• Adding feedback (p. 32)
• Requesting the ability to add feedback (p. 34)
• Declining feedback (p. 34)
• Disabling feedback and muting email notifications (p. 34)
Adding feedback
You can add overall feedback that applies to the entire file, or add feedback on a portion of a file.
To reply to feedback
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Adding feedback
Only the file owner and co-owners can see private comments. Contributors can't see them unless you
make a private reply to a contributor comment.
When you want a user to pay attention to a comment, you can notify that user. The user receives the
comment in email.
1. In the comment box, choose the @ button and then choose the user name from the list that
appears. Or, type @ followed by the user name (for example, @username).
2. The user specified automatically receives an email message that includes your comment and a link
to view the file.
To format feedback
1. To bold a word, add two asterisk symbols (**) before and after the word. (For example: **word**)
2. To italicize a word, add one underscore (_) before and after the word. (For example: _word_)
3. To strike through a word, add two tilde symbols (~~) before and after the word. (For example:
~~word~~)
4. To create a new line, enter Shift + Enter.
To filter feedback
Filter feedback to view the comments that are most important to you.
• Version
• User
• Show: Select the check box next to one or more of the following options:
• Draft comments
• Published comments
• Resolved comments
• Unresolved comments
• Comments that mention me
4. Choose Apply to apply the selected filters.
To resolve feedback
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Requesting the ability to add feedback
2. Choose Feedback.
3. Under each comment to hide, choose Resolve.
To show a resolved comment again, filter by Resolved comments and choose Unresolve under the
comment.
The file owner receives a notification and can grant you access. Amazon WorkDocs then notifies you
when you receive access.
Declining feedback
You can decline to give feedback on any file for which you have received a feedback request. When you
decline feedback, Amazon WorkDocs removes the file from your Awaiting my feedback list, and you can
no longer view the file.
To decline feedback
You can also remove a file from the Awaiting my feedback list without declining feedback.
To disable feedback
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Sending messages
Sending messages
You can send an email message to the people with whom you have already shared a file.
When you edit a document with Hancom ThinkFree, other users with edit permissions can join the live
collaborative session to edit the document with you in real time. Amazon WorkDocs automatically saves
files edited with Hancom ThinkFree.
Note
Hancom ThinkFree doesn't support all the features that Microsoft Office provides. For more
information, see Unsupported features on the Hancom Office Online for Amazon WorkDocs site.
To use Hancom ThinkFree, your site administrator must enable the feature for your Amazon WorkDocs
site. For more information, site administrators can see Enabling Hancom ThinkFree.
• Rename the file as needed. For more information, see Renaming and moving files and
folders (p. 19).
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Amazon WorkDocs User Guide
Editing a file
Editing a file
Use Hancom ThinkFree to edit Microsoft Office files and join live collaborative editing sessions from the
Amazon WorkDocs web application.
1. In the web application, view the file. You can also open it in the file browser view.
2. Choose Edit.
3. Edit the file in the web application.
You can join another user in a live collaborative editing session to edit an Office file using Hancom
ThinkFree.
1. In the web application, view the file. You can also open it in the file browser view.
2. Choose Live edit.
3. Edit the file in the web application with the other users.
Prerequisites
To use Open with Office Online, you need a Microsoft Office 365 Work or School account with a license
to edit in Office Online, and your site administrator needs to enable the feature for your Amazon
WorkDocs site. For more information, site administrators can see Enabling Open with Office Online.
For more information about getting a Microsoft Office 365 license, see Microsoft Office Licensing
Editions, Get the latest advanced features with Office 365, and Reimagine productivity with Microsoft
365 and Microsoft Teams.
Open with Office Online works with the Amazon WorkDocs web application in the most recent versions
of Firefox, Chrome, Internet Explorer, and Safari.
Follow these steps to edit a Microsoft Office file using Open with Office Online.
1. In the web application, open the file or select it in the file browser view.
2. Choose Edit.
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Amazon WorkDocs User Guide
Using Open with Office Online
• If this is your first time using Open with Office Online, or if it’s been a while since you last used it,
you are prompted to enter your Microsoft Office credentials.
3. The file opens in the web application for you to edit.
If another user is editing a Microsoft Office file using Open with Office Online, you can join them in a live
collaborative editing session.
1. In the web application, open the file or select it in the file browser view.
2. Choose Live edit.
• If this is your first time using Open with Office Online, or if it’s been a while since you last used it,
you are prompted to enter your Microsoft Office credentials.
The file opens in the web application for you and other users to edit.
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Amazon WorkDocs User Guide
Creating approval requests
If you receive an approval request, you can use the Approvals app to view and approve the files or
folders, or reject the request.
To access the Approvals app, from the Amazon WorkDocs site, choose Apps. For Approvals, choose
Launch.
Contents
• Creating approval requests (p. 38)
• Responding to approval requests (p. 39)
• Updating approval requests (p. 39)
• Canceling approval requests (p. 39)
• Viewing completed approval requests (p. 40)
• Anyone can approve – Any individual approver in this group can approve on behalf of the group.
• Everyone must approve – Every approver in this group must approve.
8. (Optional) For Due date, select the date by which approvals are due.
9. (Optional) Choose Add Group and repeat the previous two steps to add additional groups of
approvers. The approval request is sent to each group of approvers in the order in which the groups
are created.
10. Choose Next.
11. For Title, enter a title.
12. (Optional) For Description, enter a description.
13. Choose Next.
14. Review the approval request and do one of the following:
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Amazon WorkDocs User Guide
Responding to approval requests
• If there is no response from an approver yet – You can update the files, groups, approvers, due date,
and description.
• If an approver has responded, but the approval request is still pending further approvals – You
can add a new approver to a group that is still pending response, remove an approver who has not yet
responded, and change the due date.
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Amazon WorkDocs User Guide
Viewing completed approval requests
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Amazon WorkDocs User Guide
Administrators can view the activities performed by all users of a site. For more information, see Site-
wide activity feed.
1. In the web client, choose Activity and browse to view the latest activities.
2. To search and filter for specific activity, follow these steps:
To see the activity feed of a file or folder, choose Show Activity from the file or folder menu.
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Amazon WorkDocs User Guide
Updating your user profile
If you do not have the option to change your password, contact your Amazon WorkDocs site
administrator for assistance. Your administrator is the person who invited you to start using Amazon
WorkDocs.
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Amazon WorkDocs User Guide
Viewing and searching for files
Contents
• Viewing and searching for files (p. 43)
• Sharing and commenting on files (p. 44)
• Uploading and downloading files (p. 44)
• Moving, renaming, and deleting files (p. 45)
• Viewing activity (p. 45)
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Amazon WorkDocs User Guide
Sharing and commenting on files
6. (Optional) Choose Save to save these search settings for future use. Enter a filter name, and then
choose Save.
You can also share files or folders that already reside on Amazon WorkDocs for Amazon Business.
To comment on files
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Amazon WorkDocs User Guide
Moving, renaming, and deleting files
3. Choose My Files.
4. Choose + Upload.
5. Choose Upload files or Upload folders.
6. Select the files or folders to upload.
To download files
To move files
To rename files
To delete files
Viewing activity
View the activity for your Amazon WorkDocs for Amazon Business team.
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Amazon WorkDocs User Guide
Viewing activity
2. On the Amazon WorkDocs for Amazon Business home page, open the navigation pane on the left.
3. Choose Activity.
View the activity for a specific file on Amazon WorkDocs for Amazon Business.
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Document history
The following table describes important changes to the Amazon WorkDocs User Guide, beginning in
February 2018. For notifications about updates to this documentation, you can subscribe to an RSS feed.
Using Amazon WorkDocs for Amazon WorkDocs for Amazon March 26, 2020
Amazon Business (p. 47) Business is supported. For more
information, see Using Amazon
WorkDocs for Amazon Business
in the Amazon WorkDocs User
Guide.
Amazon WorkDocs Drive default Users can select a default July 18, 2019
drive (p. 47) drive when installing Amazon
WorkDocs Drive. For more
information, see Installing
Amazon WorkDocs Drive in the
Amazon WorkDocs User Guide.
Amazon WorkDocs Drive Offline Use Amazon WorkDocs Drive March 19, 2019
Access (p. 47) to enable offline access to your
files and folders. For more
information, see Enabling
Offline Access in the Amazon
WorkDocs User Guide.
Amazon WorkDocs Drive for Amazon WorkDocs Drive is October 25, 2018
macOS (p. 47) available for macOS users. For
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Amazon WorkDocs User Guide
Amazon WorkDocs smart Amazon WorkDocs smart search October 19, 2018
search (p. 47) is available for the Amazon
WorkDocs web application. For
more information, see Searching
files and folders in the Amazon
WorkDocs User Guide.
Various updates (p. 47) Various updates to topic layout August 3, 2018
and organization.
Hancom ThinkFree (p. 47) Hancom ThinkFree editing June 21, 2018
is available. Create and
collaboratively edit Microsoft
Office files from the Amazon
WorkDocs web application. For
more information, see Editing
with Hancom ThinkFree in the
Amazon WorkDocs User Guide.
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Amazon WorkDocs User Guide
Web client UI update (p. 47) Various changes to the web February 22, 2018
client interface. For more
information, see Amazon
WorkDocs web client in the
Amazon WorkDocs User Guide.
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Amazon WorkDocs User Guide
AWS glossary
For the latest AWS terminology, see the AWS glossary in the AWS General Reference.
50