Company Files in the Mobile App
How do I view company files in the mobile app?
Purpose: To show you how to quickly and easily access company files in the mobile app.
The Files tab gives you access* to review and upload company files directly from the BambooHR mobile app.
*Please keep in mind that access to company files in the mobile app will match your access levels and shared files in the web app.
Tap on the search box to see a list of recently viewed files. As you start typing, search results will start to appear.
Once you tap on a file folder, you will see a list of the files stored within the folder. Tap on a specific file to view it in the mobile app.
When viewing the file, tap the ellipsis in the top right corner to see the following options:
- Rename - Clicking this button will show a pop-up box allowing you to rename the file.
- Share - Clicking this button will allow you to share the file on your phone through text message, email, etc.
- Delete - Click this button to permanently remove the file from your account.
Tap the upload button in the top right corner of Files. From here, you will find an option to upload a file by scanning the document, taking a photo, or accessing your photo library.
Once you upload a document, you can review it. Add a name and assign the document file to a folder.
Tap Save, and you will get redirected to the folder as the file uploads. After it is complete, a success message will appear at the bottom of the screen (see below).