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Workday User Guide
Last Updated: 2023-06-23
Reference: File Actions in Drive Based on File Type

Reference: File Actions in Drive Based on File Type

This table summarizes the primary actions that you can do with files in Drive on a web browser, based on the file type.
Notes
:
  • The actions available to you vary depending on your permission level for the file type, whether the action is enabled, and whether the associated application is available on the system.
  • Viewing and editing options might be limited if you're using the Workday mobile app.
  • Actions available for users with Comment or View access depend on how the owner set the
    Commenters and viewers can copy, download, and print
    option for the file.
File Type
Actions
Notes
Worksheets workbooks
  • Create
  • Copy
  • Download
  • Edit
  • Remove (to Trash)
  • Rename
  • Share
  • View
See the Worksheets documentation.
Slides presentations
  • Create
  • Copy
  • Download
  • Edit
  • Remove (to Trash)
  • Rename
  • Share
  • View
See the Slides documentation.
Discovery boards
  • Create
  • Copy
  • Edit
  • Remove (to Trash)
  • Rename
  • Share
  • View
See the Prism Analytics documentation.
Notification templates
  • Create
  • Copy
  • Edit
  • Remove (to Trash)
  • Rename
  • Share
  • View
See the Notification Designer documentation.
Workday Docs templates
  • Create
  • Copy
  • Edit
  • Remove (to Trash)
  • Rename
  • Share
  • View
See the Workday Docs documentation.
Video files
  • Copy
  • Download
  • Edit
  • Remove (to Trash)
  • Rename
  • Share
  • Upload
  • View
To rename a video file:
  1. Double-click the file to open the
    View Media
    page.
  2. Click
    Edit Media
    .
  3. Click the pencil (Rename) icon to rename the file.
Video files have an additional administrator setting that determines whether file owners can allow viewers and commenters to copy or download. If you don't see a download or copy action, this indicates that the administrator disabled the action.
PDF files
  • Copy
  • Download
  • Move
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
  • View
Microsoft file types: DOC and DOCX
  • Copy
  • Download
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
  • View
Drive doesn't support previewing password-protected files.
Microsoft® file types: XLS and XLSX
  • Copy
  • Download
  • Move
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
When you upload this type of file, Drive uploads the original file and automatically creates a workbook from the file.
To view these files, you must download them; Drive doesn't include a file viewer.
Drive doesn't support converting an Excel file to a workbook if it requires a password to open.
Microsoft file types: XLSM
  • Copy
  • Download
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
To view these files, you must download them; Drive doesn't include a file viewer.
Microsoft file types: PPT and PPTX
  • Copy
  • Download
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
To view these files, you must download them; Drive doesn't include a file viewer.
Delimited file type: CSV
  • Copy
  • Download
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
When you upload these files, Drive uploads the original file and automatically creates a workbook from the file.
To view these files, you must download them; Drive doesn't include a file viewer.
HTML file type: HTML
  • Copy
  • Download
  • Move
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
When you upload these files, Drive uploads the original file and automatically creates a workbook from the tables in the file. If the file doesn't contain tables, Drive doesn't create a workbook.
To view these files, you must download them; Drive doesn't include a file viewer.
Image file types: GIF, JPG, JPEG, PNG
  • Copy
  • Download
  • Move
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
  • View
Image file types: BMP, SVG, TIF, and TIFF
  • Copy
  • Download
  • Move
  • Remove (to Trash)
  • Rename
  • Replace
  • Share
  • Upload
To view these files, you must download them; Drive doesn't include a file viewer.
ZIP files (SCORM/AICC files only)
  • Copy
  • Download
  • Move
  • Remove (to Trash)
  • Rename
  • Share
  • Upload
You can upload SCORM or AICC packaged content in ZIP files. (Workday Learning uses these files.) If the ZIP file isn't a Learning package (a valid SCORM or AICC package), the upload fails.
You can upload packaged content (ZIP) files only if Workday Media Cloud is enabled on the system.
Packaged content files have an additional administrator setting that determines whether file owners can allow viewers and commenters to copy or download. If you don't see a download or copy action, this indicates that the administrator disabled the action.