Using WorkDocs

WorkDocs enables you to view or edit documents stored on an internal network or stored locally in Secure Storage on your mobile device. You can also move, copy or delete documents. Documents stored locally are encrypted and remain isolated from the rest of the environment on the mobile device.

Downloading WorkDocs

• Apple devices - Download using the link provided in your email invitation.
• Android devices - Download using the link provided in your email invitation.

Requirements for Each Managed Mobile Device

• iOS version 7.0 and above
• Android version 4.0.3 and above

Passcodes

You may be prompted to create an app-level PIN (also called a passcode or access code) to use WorkDocs. Thereafter, you will need to enter this PIN each time you access the WorkDocs app.

Sites

The Sites list shows all the WorkDocs sites you have access to via Enterprise Mobility Management. Each WorkDocs site provides access to a navigation tree of folders and documents. These documents are not stored on your device unless they are in Secure Storage.

Secure Storage

The WorkDocs site also displays a Secure Storage folder of local documents stored on your device. The same Secure Storage folder is shared across all the WorkDocs sites you have access to.

Authorization

Depending on the authorization assigned to the document you may be prompted to enter credentials.

Editing Documents

Selecting a file allows you to preview the file. Select the Edit button over the previewed file to launch the file editor.

When the editor first loads you can select the File icon and use the Save as option to save the current file to a new name and/or location. Once you start making edits to the file the File icon can be used to save the current file to the same name and location of the original file. If a save fails, verify you have write access to the document location.

Move, Copy and Delete Files

You can move, copy, and delete files from any location.

• Select Edit from above the document source file list to see these options.
• Select the file(s) you want to perform the move, copy or delete action on.
• For Copy and Move actions you will be prompted to provide the name and location for the new file. To save a local copy of the file, copy or move to your Secure Storage.
• To delete a file, select the Delete button. You will be prompted to confirm file deletions.

Favorites

Any folder beneath the root directory can be saved as a Favorite. To mark a folder as a Favorite select the 'star' icon at the bottom of the file list. The 'star' icon will darken to show this folder is now a Favorite.

Folders marked as a Favorite are displayed along with your document sources. Selecting the Favorite provides a shortcut to go directly to that location.