Manage PDFs in the Document Center

Workspace owners and admins can publish PDF files for everyone in the workspace
and keep their titles, categories, and file contents up to date.

Before you start

• Open the workspace on a desktop as an owner or admin.
• Prepare a PDF that is 20 MB or smaller.
• Remove private or sensitive information that should not be available to every
  workspace staff member.

Upload a document

1. Open Documents from the workspace navigation to reach Document
   Center.
2. Select Upload document.
3. Enter the required Title shown to staff.
4. Optionally enter a Category.
5. Add the file under PDF.
6. Select Upload document.

Check that it worked

The upload dialog closes, Document uploaded appears, and the new PDF is
listed in Document Center. Select View or Download to check the published
file. Published documents are available to all workspace staff.

Update a published document

Open the three-dot menu beside a document, then choose the action you need:

• Replace PDF publishes a new PDF while keeping the document's existing
  title and category. Choose the Replacement PDF, then select Replace
  PDF.
• Edit details changes the Title or optional Category without
  changing the PDF. Select Save changes when finished.
• Remove document permanently removes the document from staff access.
  Review the confirmation, then select Remove document. This action cannot
  be undone.

Troubleshooting

• Upload document or Replace PDF is disabled: Document storage is not
  configured for the current environment. Existing published documents remain
  available to view and download.
• The file is rejected: Confirm that it is a PDF and no larger than 20 MB.
• Upload document is missing: Only workspace owners and admins can manage
  documents. Workspace members can view and download them.
• An upload or update fails: Leave the current document in place, check
  your connection, and try the action again.

Staff can follow View and download workspace documents
to access published files.

To make a PDF available with a specific shift, follow Add or remove documents
from a shift. A PDF uploaded directly to a
shift does not appear in Document Center.