Your files

The “your files’ panel provides you with a dashboard of the most recently uploaded files to your MioWorks.com environment.  This list will include any files uploaded by your contacts as well as files you have uploaded.   Security is applied to this list, so if you don’t have access to a contact, you won’t see the files associated with that user.  As an administrative user you will see all the files uploaded regardless of user or employee.

workbench_files

The file listing is organized by upload date.  You will then see the name of the contact associated to the file (1) as well as the actual file name (2).  If a business user requested an approval you will see a thumbs up for approved, thumbs down for disapproved or a blue question mark for pending (3).   Since MioWorks allows you to selectivly share files with contacts, those files which are shared (meaning they are in the customer portal) are marked with a green checkmark icon (4).  Lastly the actions you can take on files in the work bench include downloading the files, viewing the file details and deleting the file.




Follow

Get every new post delivered to your Inbox.