Importing Documents in Home
To import documents in Home, select Import from the Create menu in the upper left-hand corner of Home and then choose from Document or Project; PowerPoint; Word; or From SEC files. This will launch Wdesk and a prompt to select your files.
Creating Files in Home
To create a file in Home, select the Create option in the upper left corner of the screen. Doing so will display a list of file types that can be created. Choosing one of these file types will create that file.
You can also create Projects. Once you select Project, the process is the same as usual in Wdesk. To add files to your project, you can use the Project Panel in Wdesk.
NOTE: Only file types that you have access to in Wdesk will be displayed in the Create drop-down list.
Creating Folders in Home
To create a folder in Home, click the Create button in the upper left corner of the screen and select Folder from the drop-down menu.
A new folder will be added to the file list. You can then give the folder a name and select the check mark icon to finish. Selecting the X icon will cancel the create folder action.
NOTE: The folder you create will be placed in the folder you are in when you select the create folder action. If you are in the Projects or My Recents filters when you select create folder, the new folder will be placed in the top level of the folder tree by default.
Moving Files and Folders in Home
Files and folders can be moved in Home by selecting the checkbox to the left of the file(s) or folder(s) in the file grid and then selecting the Move option.
Doing so will display a window that contains the folder tree in your account. Select the folder you want the selected item(s) to be moved to and select the Move button.
Reviewing Documents in Home
If you are using a supported browser and you have been sent at least one review, you will see a tab in Home specifically for your reviews, including any binders sent to you.
Renaming Documents in Home
When you right-click on a document name in Home you will have the option to rename your document. After renaming, choose the checkmark to accept.
Previewing Documents in Home
To preview a document, right-click on any document name in Home and select Preview. This will open a new tab and allow you to view the document without first opening the document in Wdesk. You must have Viewer level access or more to utilize this feature. If you have only Viewer level access, you will see only an option for My Reviews.
Uploading Files in Home
Uploading files to Wdesk is helpful when you want to keep backups of documents or store files. Additionally, you can use file uploads to share items with team members.
NOTE: To upload files, you need a standard or professional V3 license level. To learn more about licensing, see License Levels in Wdesk.
To upload files, from the Files tab on home click the Upload icon. This opens a file browser dialog where you can select files on your computer. Select the file you’d like to upload and then click Open. The selected file is then uploaded to Wdesk.
To download uploaded files, click the file name. This opens a new tab where you can download the file by clicking a link.