Managing Documents in Wdesk Mobile for iOS

NOTE: This article covers the iOS version of Wdesk Mobile. Wdesk Mobile currently runs on iOS versions 9 and 10.

Viewing Documents

After logging in to the Wdesk app, you will see your documents. The All Files category contains all of your files, and the Recent category contains recently accessed files.

Tap on either category to display it.

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If you have a list of documents, you can tap the Search icon (the magnifying glass) in the upper right-hand corner to initiate a search. You can also tap the Sort Files menu next to Search to sort files by Last Opened, Last Modified, Created, or Name.

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To open a document, tap its name. Larger documents may take longer to open.

Once in a document, you can open the outline panel by tapping the menu icon in the lower right-hand corner.

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Tap on individual document sections to quickly navigate through your document.

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You can further navigate a document by swiping your finger up or down through its pages and sections. Pinch your fingers to zoom out or slide your fingers apart to zoom in.

Commenting

You can comment on a document by tapping and holding on the location you'd like to place a comment, then entering text in the box that appears at the right. A blue connector line will attach your comment to the comment pane.

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To delete or resolve a comment, tap the Options menu on the comment and select Delete or Resolve.

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To display a list of comments for the current page, select the Comment icon in the upper right-hand corner of the document.

You can filter comments by tapping the Filter icon in the Comments menu. Comments can be filtered by Status, Time Period, and Author.

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You can also use the Previous and Next buttons to move through comments.

Workbook comments are very similar to document comments, but are tied to individual cells. Tap on a cell to make a comment on it. A blue outline triangle will indicate in the workbook which cells have comments.

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Directed Commenting and Notifications

Directed commenting allows you to direct a comment in Wdesk to a specific user and have them receive a notification, both in Wdesk and in Wdesk Mobile. When adding a comment, you can @ mention other users with permissions to the account.

TIP: The tag @here is a special tag which notifies all users in a comment thread.

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The @ mention tags the user in the comment and sends a notification to the user upon posting. The mentioned user shows as bolded text within the comment once posted.

You can @ mention any groups that are set up within your organization within Wdesk, and the whole group will be notified. The groups will notify everyone in the group, so make sure a comment is appropriate to all within a group.

It is important to remember that groups are derived from permission settings. You may want to review the members of a particular group prior to using an @ mention targeted to a group.

Using the Inbox and Notifications

When you are mentioned, you will receive a notification in your Wdesk Mobile Inbox, which is used for commenting, tasks, and notifications.

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Tapping on the Inbox icon takes you to your notifications, where you can tap on individual notifications and go the mention in the file. You can also tap the Options menu, where you can organize your Inbox by marking messages as read or unread, or delete them.

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You can also change the way you receive notifications. To change the settings, tap the Settings icon in the lower left-hand corner, then tap on Alerts & Notifications.

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From here you can turn notifications on or off for Comment mentions, Tasks, Binder Notifications, My Reviews, Certifications, and News from Workiva.

Document Permissions

To manage permissions for a document in Wdesk Mobile, tap the options menu to the right of the document name, then tap Permissions.

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From here, you can add permissions for pre-established groups or for individual collaborators. Tap Add + next to the appropriate category.

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You will be prompted to type in the name of the group or collaborator. Tap return, and you will be asked to assign a permissions role.

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You can change roles at any time by tapping on the options menu next to a group or collaborator's name within the permissions for the document.

When you assign or change a role, you will get a notification at the bottom of Wdesk Mobile indicating the change.

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