Categorizing WorkDrive Files

By default, all of your WorkDrive files are grouped under the following views:

• Recent Files: Lists all the files you've worked on recently.
• Favorites: Lists all the files you've added as favorites.
• Labels: Lists the files and folders under different labels as per what you've created.
• My Folders: Lists the folders you've created to organize your files.
• Shared With Me: Lists the files and folders that members of your organization have shared with you.
• Teams: Lists all the WorkDrive teams that you are a part of along with their respective files and folders to view and collaborate on (subject to vary based on permissions). 

Uploading Files to WorkDrive

To upload a file:

1. Click the Upload File  icon.
2. Browse and select the file to upload.
3. Click Open.
   
4. In the alert that appears, click Upload.

Note: You can only upload files to the My Folders view. 

Learn how to use Smart Flow to upload WorkDrive files and share view access to contacts.

Previewing Writer, Sheet, and Show Documents

You can preview Writer, Sheet, and Show documents from the WorkDrive widget simply by navigating to the view where the file is located and clicking on it. This will open the document within Trident.

Downloading and Printing WorkDrive Files

You can preview, download, and print file formats such as PNG and PDF from the WorkDrive widget. 

To download a file:

1. Open the file and click the Download icon on the preview header. 
2. In the dialog that opens, specify the file name and location. 
3. Click Save. 
   

To print a file:

1. Open the file and click the Print icon on the preview header. 
2. In the dialog that opens, select the printer, and specify the number of copies, and the page range. 
3. Once ready, click Print.
   

Searching for Files and Folders 

To locate your desired files and folders in WorkDrive, type a relevant keyword in the search bar, and all matching results will be displayed in the widget pane.