Start using Amazon WorkDocs

• Getting started with the web client (p. 4)

• Getting started with Android (p. 5)

• Getting started with iOS (p. 6)

Step 1: Get invited

You must be invited to join an Amazon WorkDocs organization. Your Amazon WorkDocs administrator creates an organization and invites you and other users to join. The administrator can also grant "invite"

privileges to people in the organization, and in turn they can invite others to join.

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).

Step 3: Start using Amazon WorkDocs

After you complete the previous steps, you can begin working with Amazon WorkDocs. You can use the web client, or the apps for mobile devices such as Android, iPad, or iPhone. For more information, see:

• Getting started with the web client (p. 4)

• Getting started with Android (p. 5)

• Getting started with iOS (p. 6)

Getting started with the web client

The Amazon WorkDocs web client is a website where you can upload, download, and organize your ﬁles in Amazon WorkDocs. You can upload and download ﬁles of up to 5 GB each. You can also view and comment on your documents and documents shared by others. The web client displays previews for many diﬀerent types of ﬁles, depending on the type of document.

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:

• Google Chrome version 30 or later

• Mozilla Firefox ESR version 24.6 or later

• Mozilla Firefox version 30 or later

• Apple Safari version 7 or later

• Microsoft Internet Explorer 10 or later

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.

Using single sign-on

If your administrator enables single sign-on, you can use your regular network login to access Amazon WorkDocs . However, you may need to take additional steps to allow your browser to support single sign-on. For more information, see Single sign-on for IE and Chrome and Single sign-on for Firefox in the AWS Directory Service Administration Guide.

Getting started with Android

The Amazon WorkDocs Android phone and tablet applications allow you to view, comment on, and download your Amazon WorkDocs ﬁles. You can also view, give feedback on, and download other documents if you have permissions to do so.

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

Switching visual themes

You can switch visual themes by changing a setting in the Amazon WorkDocs mobile app, or by changing your device settings. Usually, you switch to the Dark theme when you want to reduce eye strain. The Dark theme can also improve battery life.

To switch themes in the mobile app

1. Open your settings and choose Theme.

2. If it's on, turn oﬀ Use device appearance.

3. Choose Dark or Light.

Getting started with iOS

To switch themes in device settings

1. Open your settings and choose Theme.

2. Choose Dark or Light.

Getting started with iOS

The Amazon WorkDocs applications for iPhone and iPad allow you to view, comment on, and download your Amazon WorkDocs ﬁles. You can also view, give feedback on, and download other documents if you have permissions to do so.

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:

• An iPhone with iOS 11 or later

The Amazon WorkDocs iPad application requires the following:

• iPad or later with iOS 11 or later

Viewing and editing ﬁles in other iOS apps

You can open an Amazon WorkDocs ﬁle in any other iOS app that supports ﬁle sharing. After opening the ﬁle, you can view or edit it in the other app, then save it back to Amazon WorkDocs.

To open a ﬁle in another iOS app

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).

Using the Files app in iOS

Use the Files app in iOS version 11 or later to view, edit, lock, unlock, add, copy, move, and delete Amazon WorkDocs content that you have permissions for.

To use Amazon WorkDocs with the iOS Files app

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.

Saving a ﬁle from another iOS app to Amazon WorkDocs

You can save a ﬁle to Amazon WorkDocs from any iOS app that supports ﬁle sharing. This makes the ﬁle available on other Amazon WorkDocs mobile apps and the web client.

You can also use the Files app in iOS version 11 or later to save your ﬁle to Amazon WorkDocs.

To save a ﬁle from another iOS app 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.

Switching visual themes

To switch themes in the mobile app

1. Open your settings and choose Theme.

2. If it's on, turn oﬀ Use device appearance.

3. Choose Dark or Light.

To switch themes in device settings

1. Open your settings and choose Theme.

2. Choose Dark or Light.

System requirements

Using Amazon WorkDocs Companion

Amazon WorkDocs Companion lets you open and edit a ﬁle from the web client in one step. When you edit a ﬁle, Companion saves your changes to Amazon WorkDocs as a new ﬁle version.

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:

• You must have owner, co-owner, or contributor permissions for a ﬁle.

• Your must run Windows 7 or later, or macOS 10.12 or later.

• You must have one of the following browsers:

• Google Chrome

• Mozilla Firefox

• The ﬁle type must be one of the following:

• Microsoft Oﬃce Word

• Microsoft Oﬃce Excel

• Microsoft Oﬃce PowerPoint

• PDF

• Text ﬁle with a .txt ﬁle extension

Installing Amazon WorkDocs Companion

You install Amazon WorkDocs Companion by downloading it, and then running an installation program.

To install Amazon WorkDocs Companion

1. Start Amazon WorkDocs and choose Apps.

The Apps page appears.

2. Under Companion App, choose PC or Mac.

The download starts automatically.

3. When the download ﬁnishes, open the ﬁle and follow the steps in the installation program.

Using Amazon WorkDocs Companion

You don't use Amazon WorkDocs Companion directly. After you install it, Amazon WorkDocs Companion runs in the background and silently enables you to edit, upload, and download ﬁles.

Installing Amazon WorkDocs Drive

Using Amazon WorkDocs Drive

Amazon WorkDocs Drive enables you to open and work with Amazon WorkDocs ﬁles on your computer's desktop. By default, Amazon WorkDocs Drive appears on your computer as drive W:, and you use Amazon WorkDocs Drive like you would any other disc drive.

Note

You must belong to a network domain in order to use Amazon WorkDocs Drive. Also, your system administrator may assign a diﬀerent drive letter. If you're unsure about your network domain or drive letter, contact your administrator.

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)

Installing Amazon WorkDocs Drive

You must be an administrator on your device to install Amazon WorkDocs Drive.

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.

Amazon WorkDocs Drive is available for macOS version 10.12 or later.

Amazon WorkDocs Drive isn’t supported on Apple silicon products.

To install Amazon WorkDocs Drive on the supported platforms

1. Download Amazon WorkDocs Drive from https://amazonworkdocs.com/en/clients and follow the installation prompts.

2. Open Amazon WorkDocs Drive. When prompted, enter the name of your Amazon WorkDocs site, user name, and password.

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

1. Download Amazon WorkDocs Drive from https://amazonworkdocs.com/en/clients and follow the installation prompts.

2. Open Amazon WorkDocs Drive. When prompted, enter the name of your Amazon WorkDocs site, user name, and password.

3. Choose the WorkDocs Drive icon on the menu bar.

4. In the WorkDocs Drive window, choose Open Drive in Finder. When prompted to update the system extension, choose Open Security Preference.

5. In the Security Preferences window, choose the lock icon, enter your credentials, and choose Allow for System software from developer "AMZN Mobile LLC" has been updated.

6. Restart the machine.

Using the Windows Subsystem for Linux to mount Amazon WorkDocs Drive

If you run the Windows Subsystem for Linux, you can use the following Bash commands to mount Amazon WorkDocs Drive for PC.

$ sudo mkdir /mnt/w

$ sudo mount -t drvfs W: /mnt/w

$ cd /mnt/w

$ ls

Uninstalling Amazon WorkDocs Drive

These steps explain how to uninstall Amazon WorkDocs Drive. Typically, you uninstall Amazon WorkDocs Drive to troubleshoot an error. For more information, see Critical Dependency Unavailable.

To uninstall Amazon WorkDocs Drive

1. Do one of the following:

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.

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.

Logging out of Amazon WorkDocs Drive

By default, Amazon WorkDocs Drive logs in to your Amazon WorkDocs site when you start or restart your computer, but you can log Amazon WorkDocs Drive out at any time. Typically, you log Amazon WorkDocs Drive out when you want to save network bandwidth or connect it to a diﬀerent Amazon WorkDocs site.

Note

Before you log out, note the URL of your Amazon WorkDocs site. To do that, choose the My account icon in the upper-right corner of the Amazon WorkDocs screen and note the Site name value.

To log out of Amazon WorkDocs Drive

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.

Logging in to Amazon WorkDocs Drive after you log out

When you manually log out of Amazon WorkDocs Drive, a restart screen appears. If you don't see the screen, look for and choose the Amazon WorkDocs Drive icon on your Windows Task Bar or Macintosh menu bar. Follow these steps to log in.

To log in to Amazon WorkDocs Drive after you log out

1. In the log in screen, enter the indicated part of your Amazon WorkDocs URL.

2. Choose Next.

Amazon WorkDocs Drive reconnects to your Amazon WorkDocs site.

Using Amazon WorkDocs Drive

The topics in this section explain how to complete the various folder and ﬁle tasks that Amazon WorkDocs Drive provides.

Topics

Understanding the Amazon WorkDocs Drive ﬁle icons

• Understanding the Amazon WorkDocs Drive ﬁle icons (p. 13)

• Opening Amazon WorkDocs Drive folders (p. 13)

• Taking actions on folders (p. 13)

• Taking actions on ﬁles (p. 14)

• Working oﬄine (p. 14)

• Reconnecting after working oﬄine (p. 15)

• Pausing ﬁle sync (p. 15)

• Searching Amazon WorkDocs Drive (p. 16)

• Quitting Amazon WorkDocs Drive (p. 16)

• Restarting Amazon WorkDocs Drive after you quit (p. 16)

Understanding the Amazon WorkDocs Drive ﬁle icons

Amazon WorkDocs Drive uses these icons to communicate ﬁle status:

• Gray arrow–A ﬁle is syncing to the cloud.

• Blue cloud–A ﬁle resides in the cloud.

• Green checkmark–A ﬁle resides on your device.

• Blue star–You marked a ﬁle or folder as a Favorite.

• Red lock–You or another user locked the ﬁle for editing.

Note

As a best practice, always lock your ﬁles for editing. If you and another user work on a ﬁle simultaneously, your changes can overwrite each other.

Opening Amazon WorkDocs Drive folders

You open folders in Amazon WorkDocs Drive the same way that you open folders on a regular drive. Just remember that Amazon WorkDocs Drive appears as drive W:.

Note

By default, Amazon WorkDocs Drive displays two folders—My Documents and Shared With Me—plus any folders that you create. You can take actions on those folders, such as copying their web links or opening them in your browser. For more information, see Taking actions on folders (p. 13).

Taking actions on folders

Currently, you can copy your folder's web links, and you can open your folders in a browser. These steps explain how to complete both actions, and they apply to Windows and macOS computers.

To copy web links

1. Right-click or tap and hold a folder, choose Amazon WorkDocs Drive, then choose Copy web link.

A success message appears. Choose OK.

2. As needed, paste the link into your browser's address bar, an email, or wherever you need to use it.

To open folders in your browser

• Right-click or tap and hold a folder, choose Amazon WorkDocs Drive, then choose Open in browser.

Taking actions on ﬁles

Amazon WorkDocs opens in your default browser and lists the ﬁles in the folder.

Other common actions

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.

Taking actions on ﬁles

You can create, rename, move, and delete ﬁles in Amazon WorkDocs Drive. Remember, when you delete a ﬁle in Amazon WorkDocs Drive you only delete a link from your local drive, but you move the source ﬁle to the Recycle bin on your site. Moving a ﬁle out of Amazon WorkDocs Drive also has the same eﬀect.

Note

If you add ﬁles to a folder, and those ﬁles have identical names but diﬀerent upper and lowercase letters, only one of the ﬁles appears in Amazon WorkDocs. For example, if you have MyFile.doc and myFile.doc, only one of those ﬁles appears on the site. The operating system controls which ﬁle appears.

Also, if multiple users edit a ﬁle simultaneously, their changes can overwrite each other. To avoid

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