Choose the destination
Open Files and confirm the workspace, folder, and related record before uploading. A clear destination prevents documents from being separated from their intended context.
Upload and verify
Choose the intended file, review its name and type, then upload it. Reopen the destination and verify the file name, preview, related record, visibility, and review status when present.
Find a file
Use search and folders to narrow the result. Confirm the record, date, version, and visible status before viewing, downloading, or sharing a file.
Download or share safely
A downloaded file leaves its Workganic context. Confirm authorization, use the minimum necessary scope, and protect the resulting copy. Verify the recipient and destination before sharing.
Review and correction
When document review is available, record the accurate review result and reason. If the wrong version was uploaded, preserve the evidence needed to understand the correction and follow the approved replacement or removal path.
Removal and retention
Archive, recovery, retention, hold, and permanent removal are different states. Read the confirmation and verify the resulting state. Stop if the action is permanent or the authority is uncertain.