Viewing all paperwork

Before you get started

Getting Started

Find the Admin and Paperwork section on the left hand menu and select All paperwork

What is the All paperwork page?

Think of this page like a spreadsheet that automatically updates itself.

It contains every item of paperwork that has been drafted, assigned and submitted in Worknice, since your organisation has started using it. Now that’s alot of stuff!

With so much data, you have endless possibilities to query the data in any way you need.

Grouping

You can group the data by the following;

• By due date - groups all paperwork that is expiring by date

• By last updated - Groups all paperwork that was updated last by date

• By owner - Groups all paperwork by person it is assigned to

Filters

You can filter data in the following categories;

• Status

• Paperwork type

• Expiry date

• Due date

• Approvals

Search

Use the search bar to filter out more unique items of data. Typical use cases is searching for a particular paperwork name (eg Driver Licence) or by a particular person name.

Export

You can export the data on this page by clicking the Download button at the bottom of each query.

Sorting

You can sort all of the columns on the All paperwork page. Click the column header to set sorting order.

Bulk Actions

You can bulk update paperwork on this page. Bulk actions include;

1. Process submitted paperwork

2. Set, remove or update due date

3. Set or update the responsible person

4. Update the name of Paperwork

You're all done!

If you have any questions please reach out to our support team at help@worknice.com or through the help section in the Worknice app.