WorkBook iOS Share app

Note: If the app closes down when starting it, please update your WorkBook Share app to the most recent version (v1.9.2 as of now)

The WorkBook snapshot is an easy way to upload snapshots directly from your phone to the WorkBook Whiteboard. You can even use the app to create expense entries or archive receipt files.

Before installing and using the application on your phone, please have your WorkBook administrator configure System Variable 979 and 980 for the Whiteboard upload storage and 983 and 984 for Receipt files storage.

You can’t use this app with the SAML and LDAP login methods right now.
There is a 25 MB file size limit as we speak.

File types

When uploading from iPhone to WorkBook all files will ve converted to JPG.

Installing the app

You can either

  1. Go to the Apple App store and search for “WorkBook Share”
  2. Use the following link: https://itunes.apple.com/dk/app/workbook-share/id997323035
    WorkBook Share app

Setting up the app

Once you have downloaded and installed the app you are ready to set it up.

Locate the icon on your phone and open it up. You will find three fields here:

  1. URL: Here you should input the V9/HTML URL to your WorkBook.
    A correct URL looks like this: http://mycompany.workbook.net/ NOT http://mycompany.workbook.net/#
  2. Username: The username you use to login to WorkBook with.
  3. Password: The password connected to your WorkBook user.

Input the values. If you are in doubt about the URL, just check the address in your browser.

Click “Connect”.

Setting up the app

Basic interface

Once you have logged in you should see an interface resembling the one below. You will rarely be needing the app itself from now in, since the functionality is integrated in iOS.

Basic interface

Creating an expense entry

After successfully installing and setting up the app, you can now create and expense entry in a few easy steps.

On your phone

  1. Take a picture of the receipt you want to base your expense entry on
  2. Find the picture you want to upload as an expense entry and click the “share button” in iOS:
  1. Find the WorkBook Share app logo. You may need to click the “…/more” button in iOs to find it and enable it:
    Expense entry
  1. Click “Send to” and click “Create Expense Entry” – write an optional comment if needed:
    7 6
  2. Click “Post”

In WorkBook

  1. Click “User Cost Entry”
  2. You will now see your photo uploaded as a new expense entry line.

WorkBook Share app

Archive a receipt

On your phone

    1. Take a picture of the receipt you want to base your expense entry on
    2. Find the picture you want to upload as an expense entry and click the “share button” in iOS:
    1. Find the WorkBook Share app logo. You may need to click the “…/more” button in iOs to find it and enable it:
      Expense entry

     

    1. Click “Send to” and click “Archive as Receipt file” – write an optional comment if needed:
      7 6
    2. Click “Post”

    In WorkBook

    Click on “Receipt archive” to open the sidebar and see your receipt.
    Receipt archive

Upload to Whiteboard

On your phone

  1. Take a picture of the receipt you want to base your expense entry on
  2. Find the picture you want to upload as an expense entry and click the “share button” in iOS:
  1. Find the WorkBook Share app logo. You may need to click the “…/more” button in iOs to find it and enable it:
    Expense entry
  1. Click “Send to” and click “Whiteboard” – write an optional comment if needed:
    7 6
  2. Click “Post”

In WorkBook

  1. Navigate to the Whiteboard to find your uploaded file.

Was this article helpful? Useful Useless 0/0 found this article helpful.