Amazon WorkDocs - User Guide

[Pages:83]Amazon WorkDocs

User Guide

Amazon WorkDocs User Guide

Amazon WorkDocs: User Guide

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Amazon WorkDocs User Guide

Table of Contents

What is Amazon WorkDocs .................................................................................................................. 1 Pricing ...................................................................................................................................... 1 How to get started .................................................................................................................... 1

Getting started .................................................................................................................................. 2 System requirements .................................................................................................................. 2 WorkDocs Drive for Windows ............................................................................................... 2 WorkDocs Drive for macOS ................................................................................................. 3 WorkDocs Drive for macOS (Apple Silicon) ............................................................................ 3 WorkDocs for Android ........................................................................................................ 3 WorkDocs for iOS ............................................................................................................... 4 WorkDocs for FireOS .......................................................................................................... 4 Browser requirements ......................................................................................................... 4 Support ending for the following operating systems .............................................................. 4 Step 1: Get invited ..................................................................................................................... 5 Step 2: Register ......................................................................................................................... 5 Step 3: Start using Amazon WorkDocs .......................................................................................... 5 Getting started with the web client .............................................................................................. 6 Signing in ......................................................................................................................... 6 Using single sign-on ........................................................................................................... 6 Getting started with Android ....................................................................................................... 6 Switching visual themes ...................................................................................................... 7 Getting started with iOS ............................................................................................................. 7 Viewing and editing files in other iOS apps ........................................................................... 7 Using the Files app in iOS ................................................................................................... 8 Saving a file from another iOS app to Amazon WorkDocs ........................................................ 8 Switching visual themes ...................................................................................................... 8

Using Amazon WorkDocs Companion .................................................................................................. 10 End-of-life FAQs ....................................................................................................................... 10 What's changing? ............................................................................................................. 10 How will the edit with Companion feature be impacted? ....................................................... 10 I use Companion and Drive. How will the edit-in-desktop app work after January 2023? ............. 11 Is there an alternative to the edit-in-Companion-app feature? ................................................ 11 Can I use Drive to lock documents? .................................................................................... 11 I use Companion for bulk downloads. Is that going away? ..................................................... 11 I use Companion to download user reports. Is that going away? ............................................. 11 I use WorkDocs Companion, do I need to upgrade now? ........................................................ 11 I use WorkDocs Drive, what should I do? ............................................................................. 11 System requirements ................................................................................................................ 11 Installing Amazon WorkDocs Companion .................................................................................... 12 Uninstalling Amazon WorkDocs Companion ................................................................................. 12

Using Amazon WorkDocs Drive .......................................................................................................... 14 Installing Amazon WorkDocs Drive ............................................................................................. 14 Installing Amazon WorkDocs Drive on Windows devices ........................................................ 15 Installing Amazon WorkDocs Drive on MacOS devices ........................................................... 15 Using the Windows Subsystem for Linux to mount Amazon WorkDocs Drive ............................. 16 Opening the Amazon WorkDocs Drive settings ............................................................................. 16 Uninstalling Amazon WorkDocs Drive ......................................................................................... 17 Logging out of Amazon WorkDocs Drive ..................................................................................... 18 Logging in to Amazon WorkDocs Drive after you log out ............................................................... 19 Using Amazon WorkDocs Drive .................................................................................................. 21 Understanding the Amazon WorkDocs Drive file icons ........................................................... 21 Opening Amazon WorkDocs Drive folders ............................................................................ 21 Creating folders in Amazon WorkDocs Drive ........................................................................ 22 Taking actions on folders .................................................................................................. 22

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Amazon WorkDocs User Guide

Taking actions on files ...................................................................................................... 22 Working offline ................................................................................................................ 23 Reconnecting after working offline ..................................................................................... 24 Pausing file sync .............................................................................................................. 24 Searching Amazon WorkDocs Drive ..................................................................................... 24 Quitting Amazon WorkDocs Drive ....................................................................................... 25 Restarting Amazon WorkDocs Drive after you quit ................................................................ 25 Troubleshooting Amazon WorkDocs Drive .................................................................................... 25 Reporting issues ............................................................................................................... 28 Known limitations ............................................................................................................ 28 Working with files ............................................................................................................................ 29 Naming files ............................................................................................................................ 30 Creating files ........................................................................................................................... 30 Opening files ........................................................................................................................... 30 Bulk downloading files .............................................................................................................. 31 Downloading files with feedback ................................................................................................ 31 Marking files as favorites ........................................................................................................... 31 Requesting approvals for files .................................................................................................... 32 Changing file settings ............................................................................................................... 33 Locking and unlocking files ....................................................................................................... 33 Renaming files ......................................................................................................................... 34 Moving files ............................................................................................................................. 35 Transferring file ownership ........................................................................................................ 35 Deleting files ........................................................................................................................... 36 Viewing file activity .................................................................................................................. 36 Sharing files ............................................................................................................................ 36 Editing files ............................................................................................................................. 36 Uploading files ......................................................................................................................... 37 Viewing files offline .................................................................................................................. 37 Using smart search ................................................................................................................... 38 Managing the recycle bin (web only) .......................................................................................... 38 Working with file versions ................................................................................................................. 39 Understanding version creation .................................................................................................. 39 How versions impact your storage limit ...................................................................................... 39 Deleting previous versions of a file ............................................................................................. 40 Reducing the number of Amazon WorkDocs Drive versions ............................................................ 41 Using past versions of a file ...................................................................................................... 42 Reverting a file to a previous version .......................................................................................... 42 Working with folders ........................................................................................................................ 44 Creating folders ....................................................................................................................... 44 Opening folders ....................................................................................................................... 45 Downloading folders ................................................................................................................. 46 Marking folders as favorites ....................................................................................................... 46 Requesting approvals for folders ................................................................................................ 47 Renaming folders ..................................................................................................................... 48 Moving folders ......................................................................................................................... 48 Transferring folder ownership .................................................................................................... 49 Deleting folders ....................................................................................................................... 49 Viewing folder activity .............................................................................................................. 50 Sharing folders ........................................................................................................................ 50 Uploading folders ..................................................................................................................... 50 Managing the recycle bin (web only) .......................................................................................... 50 Sharing files and folders ................................................................................................................... 51 Sharing by invitation ................................................................................................................ 51 Sharing a link .......................................................................................................................... 52 Removing share permissions ...................................................................................................... 53 Removing yourself from a share ................................................................................................. 54

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Amazon WorkDocs User Guide

Permissions ..................................................................................................................................... 55 User roles ................................................................................................................................ 55 Permissions for shared folders ................................................................................................... 55 Permissions for files in shared folders ......................................................................................... 56 Permissions for files not in shared folders ................................................................................... 57

Feedback and collaborative editing ..................................................................................................... 59 Sharing feedback ..................................................................................................................... 59 Sending messages .................................................................................................................... 62 Editing with Hancom ThinkFree .................................................................................................. 63 Creating a new file ........................................................................................................... 63 Editing a file .................................................................................................................... 63 Using Open with Office Online .................................................................................................. 64 Prerequisites .................................................................................................................... 64 Using Open with Office Online .......................................................................................... 64

Working with approvals .................................................................................................................... 66 Creating approval requests ........................................................................................................ 66 Responding to approval requests ............................................................................................... 67 Updating approval requests ....................................................................................................... 67 Canceling approval requests ...................................................................................................... 67 Viewing completed approval requests ......................................................................................... 68

Tracking file activity ......................................................................................................................... 69 Managing your Amazon WorkDocs account .......................................................................................... 70

Updating your user profile ........................................................................................................ 70 Using Amazon WorkDocs for Amazon Business .................................................................................... 71

Viewing and searching for files .................................................................................................. 71 Sharing and commenting on files ............................................................................................... 72 Uploading and downloading files ............................................................................................... 72 Moving, renaming, and deleting files .......................................................................................... 73 Viewing activity ........................................................................................................................ 73 Document history ............................................................................................................................. 75 AWS glossary ................................................................................................................................... 78

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Amazon WorkDocs User Guide Pricing

What is Amazon WorkDocs

You use Amazon WorkDocs to store, manage, share, and collaborate on documents, spreadsheets, and other files with your coworkers. Amazon WorkDocs stores your files in the cloud, and you work with your files in a browser, or in the Amazon WorkDocs mobile app. Your files are only visible to you and your designated contributors and reviewers. Other users can't open, read, or change your files unless you grant them access. You can also 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.

Pricing

Amazon WorkDocs has no upfront fees or commitments. For more information, see Pricing.

How to get started

For a hands-on introduction to Amazon WorkDocs, see the next section, Getting started with Amazon WorkDocs (p. 2).

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Amazon WorkDocs User Guide System requirements

Getting started with Amazon WorkDocs

You use Amazon WorkDocs to store and share documents, give and receive document feedback, and collaborate with others in your Amazon WorkDocs organization. You can access Amazon WorkDocs on the web, or install apps for Windows, macOS, Android and iOS devices. Download and install the Amazon WorkDocs apps from Apps & Integrations for Amazon WorkDocs.

Contents ? System requirements (p. 2) ? Step 1: Get invited (p. 5) ? Step 2: Register (p. 5) ? Step 3: Start using Amazon WorkDocs (p. 5) ? Getting started with the web client (p. 6) ? Getting started with Android (p. 6) ? Getting started with iOS (p. 7)

System requirements

Amazon WorkDocs is available on Windows, macOS, iOS, Android, and on the web. Note Amazon WorkDocs isn't available on Linux.

WorkDocs and Amazon WorkDocs Drive have the following system requirements.

WorkDocs Drive for Windows

Supported OS versions:

? Windows 11 ? Windows 10 - version 20H1 or later ? Windows 10 - 19H2 or earlier (until March 30, 2024) ? Windows 10 - (until March 30, 2024) ? Windows 8 (until March 30, 2024) ? Windows 7 (until March 30, 2024) ? Windows Server 2022 ? Windows Server 2019 ? Windows Server 2016 (until March 30, 2024) ? Windows Server 2012 R2 (until March 30, 2024) ? Windows Server 2008 (until March 30, 2024)

Minimum hardware:

? An Intel or AMD 64-bit CPU, 1 GB memory available for Drive to use.

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Amazon WorkDocs User Guide WorkDocs Drive for macOS

Installation dependencies: ? .NET Framework 4.7.2 ? Microsoft WebView2 runtime. ? Firewall access to the .s3. end point.

WorkDocs Drive for macOS

Supported macOS versions: ? macOS 13 ? macOS 12 ? macOS 11 (until March 30, 2024) ? macOS 10 (until March 30, 2024)

Minimum hardware: ? Intel MacBooks with a minimum of Intel 64-bit CPU, 1 GB memory available for Drive to use.

Installation dependencies: ? Firewall access to the .s3. end point.

WorkDocs Drive for macOS (Apple Silicon)

Supported macOS versions: ? macOS 13 ? macOS 12.3+

Minimum hardware: ? Apple silicon MacBooks with a minimum of Apple 64-bit CPU, 1 GB memory available for Drive to use.

Installation dependencies: ? Rosetta2 ? Firewall access to the .s3. end point.

WorkDocs for Android

Supported versions: ? Android 13 ? Android 12L ? Android 12 ? Android 11 ? Android 10

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