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.
Files 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 the file folder, you will see a list of the files stored in the folder. Tap on the specific file to view it in the app.
When viewing the file, tap the ellipsis in the top right corner to see the following options:
- Rename - This will show a pop-up allowing you to rename the file.
- Share - This gives you the option to share the file on your phone through text message, email, etc.
- Delete - Permanently remove the file from your account.
Tap the upload button in the top right corner of Files. Here you will find the option to upload a file by scanning the document, taking a photo, or accessing your photo library.
Once you upload the document, you will be able to review it. Simply add a name and select the folder you'd like to add it to.
Tap "Save" and you will be taken to the folder as the file uploads. After it is complete, a success message will appear at the bottom of the screen. (see below)