Features

PDF Markup

Office 365 Collaboration

Electronic Signatures

Solutions

Industries

Departments

Integrations

Office 365 Integration

PDF Markup Tool

Electronic Signatures

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FAQs

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Your questions, answered

We've gathered a list of your most frequently asked questions below. We're pretty sure we've covered everything, but if we've missed anything please don't hesitate to get in touch with us.

Security & compliance

Pricing

What is Workiro?

Workiro is the advanced business application that provides professionals with a more intelligent way to stay informed and take control.

Who is Workiro for?

Firms, practices and teams who operate in regulated sectors or provide specialist services.

What capabilities are included with Workiro?

Workiro is an all-in-one solution that includes the following capabilities as standard: document management, task management, Office 365 co-editing, automatic email management, electronic signatures, instant messaging, access restrictions & PDF markup.

Does Workiro have usage restrictions?

No. Enjoy unlimited usage for every capability.

Is Workiro easy to use?

We’ve designed Workiro to be user-friendly and easy to use. You don’t have to be a computer genius to navigate our software. With clear and simple navigation, we’ve taken the stress out of new software adoption.

How do you ensure long-term customer satisfaction?

Each business gets a dedicated account manager. Contact them anytime with your questions or concerns, and request training sessions to maximise your Workiro experience.

Can Workiro be used remotely?

Use Workiro anywhere with internet using our range of web and mobile applications.

Which devices support Workiro?

Windows, MacOS, iOS, Android & iPad.

What file types are compatible in Workiro?

We support all common file types that are not considered malicious, including, but not limited to, PDFs, Microsoft Word documents (doc, docx, docm), Microsoft Excel documents (xls, xlsx, xlsm, xlsb), Microsoft PowerPoint documents (ppt, pptx, ppsx), jpg, tif, bmp, emails (eml, msg), zip, audio (mp3, wav), video (mp4, avi), key, numbers, pages, txt & rtf.

Will Workiro play well with my existing software?

Key to Workiro’s value is the capability to unify business information across the world’s leading platforms, including NetSuite, Microsoft 365, Outlook & more. Explore our full list here.

Why not just keep using SharePoint, DocuSign,
and OneDrive?

Unlike competing software, Workiro doesn't compromise on capabilities & functions. Explore further here.

Is there a roadmap for future Workiro capabilities?

Workiro is constantly updated with new capabilities and functions to meet with your evolving client expectations and regulatory requirements. Follow us on LinkedIn for the latest updates.

What do your existing customers say about Workiro?

See our latest customer stories here.

How long have you been involved in software
development?

Workiro is part of a wider software enterprise, GetBusy PLC, operating from Cambridge, Houston and Sydney. The group has collectively developed advanced business applications for more than 20-years.

Task management

Can tasks be assigned to different team members at
different stages of work?

Yes.

What happens to a task when it is completed?

Tasks are clearly marked complete with a green tick & remain in the system for audit & compliance purposes.

Can I set due dates for tasks?

Yes.

Can I create templates for common tasks?

Templates can be used to create new tasks, or applied as a mask over existing tasks you're creating. This means you can create a template with a host of classification information, and a document that you're using regularly, and have this applied to the task you're creating rather than having to enter this manually each time.

Can you schedule recurring tasks to be created
automatically?

Yes.

How can I track the progress of tasks?

Your assigned tasks are listed in one place. You can also track the progress of tasks being undertaken by colleagues if you have access by looking at the clients and projects these relate to.

Can I edit task names, due date and participants?

Yes.

Can I re-order my tasks?

You can drag and drop your assigned tasks into your preferred order.

Can you pause and reschedule tasks?

Yes.

Document management

How many documents can I store in Workiro?

Unlimited.

How does Workiro handle document version control
& audit history?

All document versions are saved in the same place from start to finish.

Does Workiro have document search?

Search across the system for any document you have access to. You can also filter the documents within a client/project to find exactly what you're after.

Does Workiro provide document tagging?

You can tag documents with a range of information to help you, and your colleagues, find your documents. Tag the document with related clients, projects, work, and a range of bespoke industry specific tags that we'll design for your business.

Can I access documents on the go?

Access your documents anywhere with internet using our range of web and mobile applications.

Can I rename documents?

Yes.

Can I export documents to my desktop?

Yes. Documents remain in their original format after downloading from Workiro. We do not use any proprietary file formats, or convert the documents.

Office 365 collaboration

Which Office 365 document types can you co-edit in
Workiro?

Word (docx), PowerPoint (pptx) & Excel (xlsx).

Can you edit Office 365 documents simultaneously in
Workiro?

Yes.

Does Workiro support co-editing with external
stakeholders outside of my organisation?

Yes, as long as the external stakeholders have an Office 365 license.

Does Workiro provide real-time updates and
notifications for changes made by other co-editors?

Yes.

Can users view previous versions of a document
in order to compare changes?

Yes.

Can I make changes in another application
outside of Workiro and upload the changes as
a new version?

Yes. You can even upload new versions with a different file type to the original.

Electronic signatures

How many e-signatures can I send each month?

Unlimited for an unlimited number of people.

Can you track the status of e-signature requests,
such as whether they've been viewed or signed?

Yes.

What security measures are in place to ensure
the authenticity of your e-signatures?

The PDF containing your e-signature is locked with a secure certificate, so that any changes made to it will invalidate the signature. A page is added to the end of the signed PDF with details about who signed it, where, and when; with these details you can help prove identity of the signers. Learn more.

Do my customers also need a Workiro account
to sign documents?

No.

What form fields can you add to signature documents?

User name, date signed and text boxes.

Can e-signature requests be customised with
my company's branding or logo?

Yes.

Will the Workiro brand appear on my signature
documents?

Your company branding appears more prominently when customers are signing your documents.

Can you create reusable templates for commonly
used documents that require signatures?

Yes.

Email management

What email software is Workiro compatible with?

Microsoft Outlook.

How does Workiro handle email filing & organisation?

From the Microsoft Outlook Addin users can add copies of emails to Workiro and classify them against the appropriate clients, projects, work, and tags. Emails are stored as eml files, and retain all their original information including: Subject, To, From, Cc, body, attachments, and email metadata. You can view the emails from within Workiro with our document viewer, and also export them to re-use in Outlook if required.

How will I know which emails have been stored
into Workiro already?

Once an email has been captured, either by you, a colleague, or automatically, the email will be flagged as "In Workiro" within Outlook using an Outlook category. You can then see in lists of emails which ones have or have not been captured. If you open a captured email in Outlook you can see from the Workiro addin where it has been captured, and how it has been classified; you even have links to jump straight to those related clients in Workiro.

Can you link emails sent from specific people
to live projects?

Yes.

Can Workiro automatically capture emails?

Yes. Emails in a conversation can be automatically captured and grouped together in Workiro.

Instant messaging

Is there a limit to the number of messages I can send?

No.

Can I send documents with messages?

Yes.

Are there read receipts and typing indicators?

Yes.

Is there a way to archive old conversations?

Yes.

How does Workiro secure my messages?

End-to-end encryption & encryption at rest.

Can I relate messages to tasks, colleagues,
customers &/or organisations?

Yes.

Access control

How is access managed?

Access is managed by administrators using a least-privilege model. When you create a document or task you can choose whether the rest of your account can access it or not. Access restrictions can be applied to particular client records, so that only certain groups of people can access the documents, tasks and projects related to them.

How does Workiro handle permissions for
external collaborators or third parties?

A secure link will be sent to the recipient's email address, from which they can view the shared task and documents. The external user can comment on the task, upload documents, and collaborate on shared documents. Access to these tasks and documents can be revoked at any time.

Can access restrictions be updated or revoked?

Yes.

What happens if a user tries to access something
they don’t have permission to view?

They will not see it in their to-do list, and if they try to access it directly via the API they will get an error.

PDF markup

What PDF markup tools are included with Workiro?

Highlighting text, redlining, underlining, striking through text, notes, text boxes, shapes, drawings & eraser.

How do I navigate PDF annotations in Workiro?

Each annotation is recorded by date, together with the name of the user who made it, all within a single pane.

What are the onboarding steps for new Workiro users?

1. Scoping
As soon as you sign up for Workiro you will be introduced to your personal Customer Success Manager (CSM) and will be able to book an initial call with them to make sure they understand your requirements from the get-go.
‍
2. Activation
Your second session will be where we set your Workiro system up based upon the use cases identified in your scoping session.
‍
3. Onboarding
Once your system is up and running, it’s ready to use straight away. Once everything agreed during your scoping session is configured, we will do a full run through with you, to ensure that it fits your requirements and is working as expected.

How long does the typical onboarding process take?

Typically, once Implementation begins customers are onboarded within 4 weeks.

Is there a designated point of contact for addressing
questions or concerns during the onboarding process?

Your Customer Success Manager (CCM) will be your personal contact during your Workiro go-live and will be on hand to help. Even after you’re up and running, it’s understandable that you may need further support or guidance as you get to grips with things, so rest assured that logging a ticket with our support technicians is super easy and we pride ourselves on our knowledge and speedy response times.

Can onboarding sessions be conducted remotely or are
they only available on-site?

We use both, your implementation factors will determine which is best suited. Full remote, Full remote or a mix are all options.

Are there any setup or onboarding fees?

Unless specifically discussed with your Salesperson, then all standard Workiro setup and onboarding is normally included in your subscription costs.

What qualifications or certifications do your
engineers have?

Our experienced engineers are Prince 2 certified or equivalent.

Can you migrate data from my existing software?

We can usually migrate data via one method or another. To be sure about your existing system, its best to contact us.

How will the implementation affect daily operations?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

What types of data can be migrated?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Are there any specific formats or schemas that need to be
maintained during the migration?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Will there be any downtime during the migration?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

What are the system requirements for Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do you offer personalised training sessions tailored to our
specific needs?

Yes. Workiro is highly customisable and we train in relation to your setup and use.

How far in advance do we need to book training sessions?

We usually work on a 3-4 week lead. Training sessions will be booked as part of the implementation process.

Do you offer in-person, online, or hybrid training sessions?

We offer all of the above.

Is there a limit on the number of people who can attend
training sessions?

There is no limit. This depends more on the method used to train & restrictions this brings. I.e in person – venue size, screen size etc.

How long are the training sessions?

Our sessions range from 30 – 90 minutes.

Can we record the training sessions for future reference?

Yes. Where requested, we can record and provide the session for later use.

What is the cost associated with your training services?

Yes. We integrate into Outlook as well as Microsoft Word, Excel and PowerPoint so you can send information directly to Workiro and NetSuite in a couple of clicks.

How do you handle rescheduling or cancellations of
training sessions?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Is there a feedback mechanism for training sessions?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do you offer training sessions during weekends or outside
of regular business hours?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do you have an in-house support team?

Yes.

What is your process for logging a new support ticket?

Either by emailing help@workiro.com or logging a ticket within the application itself.

What is the process for feedback & capability requests for
Workiro?

You can send capability requests and feedback within the application itself. If we need clarification on what you mean by your request, we’ll get in touch with you. We’ll then forward it through to the development team, who’ll put it into consideration for a future release.

What are the average response times for tech support
requests?

1.5 hours. It can be longer in peak periods.

Do you provide remote assistance?

Yes. If required, we can remotely connect to your machines to investigate issues.

Can we access historical support tickets and resolutions
for reference?

View historic tickets here.

What are the available hours for tech support?

9:00am - 5:30pm UK time.

How do you handle emergency or critical support
requests?

Emergency and critical tickets take priority. We have direct escalation routes to our development team when required.

Can support tickets be tracked in real-time?

You can view your tickets via links if provided or via the most recent email to you. If clarification is needed on the status of tickets, you can ask via the ticket/email thread and we’ll be happy to provide an update.

Is there a regular schedule for system maintenance or
downtime?

We aim for 0 downtime during office hours. Updates are performed without intrusion (the system stays live at all times).

Does Workiro have any security certifications?

Yes. See our full list here.

Who is responsible for the security of your app?

Our Development and Engineering Teams are responsible for the management and improvement of the security of our app. Secure Software Development practices are embedded into the design, build, testing, and maintenance of our app throughout every phase of the development lifecycle. The Cyber Security Team works with these teams to develop, communicate, and implement secure architectures and practices, and improve the security of our app.

Where is the data in your app stored?

EU (Ireland). AWS Cloud, S3.

Some functionality transition data to other regions: Office Integrations rely on Microsoft, US based Upcoming suggestions service uses EU (Frankfurt)

How does Workiro ensure data backup and recovery?

All our data stores are backed up nightly. In addition, our databases feature point in time recovery to a 5 minute window.

Can users control their own data backups, or is it
managed centrally by Workiro?

All backups are controlled centrally by Workiro.

What types of encryption does Workiro use to protect
data at rest and in transit?

Data in Transit: Public calls to our Site & API are secured with TLS 1.2 in transit.
‍
Data at Rest: Customer data (documents, messages etc) are encrypted before storing with AES-256-GCM keys. Additionally, data storage drives are also encrypted using separate AES-256-GCM keys.

What measures does your company take to ensure the
security of its data and assets?

We have a group Chief Information Security Officer (CISO) and a dedicated Cyber Security Team that oversee and drive corporate information security standards, practices, and controls to provide a high level of security across all critical company data and assets.

How does your company mitigate risks associated with
personnel security?

We place a strong emphasis on personnel security. The company maintains ongoing initiatives intended to help minimise risks associated with human error, theft, fraud and misuse of facilities, including personnel screening, confidentiality agreements, security awareness education and training, and enforcement of disciplinary actions.

What guidelines and standards does your company's
information security policies adhere to?

Our information security policies and practices govern the management of security for GetBusy’s operations, and the services provided to its customers, and which apply to all our personnel, including employees, and contractors. These policies are aligned with the ISO/IEC 27001:2022 standard and guide security within our organisation.

What training programs are in place for employees
regarding company policies, security practices, and
privacy regulations?

Employees are trained on company policies and security practices. This includes annual security training and ongoing security awareness updates. In addition, all employees must take annual privacy training which covers privacy best practices and compliance requirements under applicable laws, including the General Data Protection Regulation (GDPR). All new employees attest to comply with GetBusy information security policies and attend training during the onboarding process.

What tools and processes does your company use to
monitor and respond to threats in its network
environments?

We utilise a wide range of tools to monitor its corporate and production network environments. Data is collected from devices and applications in the network and aggregated into the Security Incident and Event Management (SIEM) platform to identify, detect and respond to suspected or confirmed anomalies and threats. The SIEM is monitored by a dedicated 24/7 Cyber Security Operations Centre to respond to and mitigate threats. Suspicious and malicious activities feed into the security-incident management process.

What standards and frameworks does your company's
Incident Response Plan follow?

We maintain a formalised Incident Response Plan which reflect the recommended practices in (ISO), the United States National Institute of Standards and Technology (NIST), and other industry frameworks.

What framework does your company use for its Risk
Management program?

Our Risk Management framework is based on the ISO 27001 Information Security Management Standard. This program takes both the company’s and customer’s security needs into consideration and arrives at a set of security requirements using controls listed across a range of international security standards. The corporate Risk Register captures and tracks the risks faced by the business, their potential impact, likelihood of occurrence and the key controls and management processes to mitigate the risks.

Does your company conduct internal audits and work
with third parties to ensure compliance with security
standards?

Yes. Our CISO and Cyber Security Team conduct internal audits, oversee compliance of the security controls, processes, and procedures, and proactively work with independent third parties to assess the security posture and compliance for the organisation.

How much is Workiro?

See our latest pricing here.

Are there any hidden fees or additional costs with
Workiro?

No. Every capability is included as standard.

What is your pricing model?

One fixed pricing plan per user. Billed monthly or anually.

Can I switch between monthly and annual billing cycles?

Yes.

What forms of payment do you accept?

Card payments or Stripe.

What is your cancellation policy?

Either party may terminate the Agreement by giving written notice of termination to the other party of no less than 28 days prior to your renewal date. No credits or refunds will be made as a result of termination.

Can I try Workiro for free?

Start your free 14-day trial here.

Where can I read your full terms of service?

Here.

How do I get started with Workiro Intelligence?

As we release features powered by AI we will launch them to our users in a controlled manner via our beta program.

To enable the latest beta feature for your team prior to its public debut activate it by getting in touch via our usual support channels.

How does Workiro Intelligence work?

Workiro Intelligence is powered by high-performing foundation models deployed in scaleable, reliable and secure manner using Amazon Bedrock.

Taking advantage of Amazon’s 25 years of experience innovating with AI and machine learning we have chosen to initially integrate generative AI capabilities using the Amazon Titan Large Language Models (LLMs). LLMs are algorithms which utilise large datasets to summarise, recognise, predict, and translate content.

How should I use Workiro Intelligence?

The models used by Workiro Intelligence generate responses based on the data you input and are probabilistic in nature. This means the responses are generated by predicting words or text based on data that the model has been trained on.

Due to this approach the models can sometimes behave in a manner that is inaccurate, incomplete, or unreliable. For example the responses may not accurately reflect the content they are based on, or generate content that sounds reasonable but is incomplete and should not be relied upon. We encourage you to think about the situations in which you use Workiro Intelligence and review the quality of the responses you receive before relying upon them.

What information is shared with third-party AI services?

Files or other content you share are only sent to our third-party AI services when you choose to interact with AI-powered features, which are clearly labeled as such. For example you may ask for ' AI suggestions' on uploading a file to Workiro.

We may also process account level data from within your application instance that the user has permission to view (for example team tags), and include that data with the user inputs, so that LLMs can provide more accurate, relevant, and contextual responses.

Is data automatically shared with third-party AI services?

No, data is only shared with AI services when you choose to interact with an AI feature. Your data is never passively shared with any third-party generative AI partners.

Who are Workiro’s third-party partners for AI

We only use technology partners we have vetted and are listed here and whose privacy policies and commitment to our customer’s rights and safety align with our own.

The GetBusy Information Security Program is designed to protect the confidentiality, integrity and availability of both GetBusy and customer data. Integral to this we continually risk assess all providers as part of our third-party supplier management program.

At this time, we’re partnered with one third-party AI partner, Amazon Web Services. Amazon won’t train its language models using Workiro customer data and data is deleted from it’s servers according to their time scales.

For more information see the Amazon Titan Model Training and Privacy Statement.

How is my data protected with Workiro Intelligence?

Keeping our customers' content secure is the foundation of our business. In designing, developing and deploying our AI technologies we adhere to established AI principles to guide our actions.

Workiro Intelligence uses infrastructure and services provided by Amazon Web Services (AWS). AWS, like us, treat security as their highest priority. AWS documentation on the security of their infrastructure and services is comprehensive and can be found here.
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For more information about our security and availability practices see here.

The basics

How long does Workiro take to install?

You can be up and running with Workiro in just a few minutes. And if you’d like a more personalised team installation then we can get that set up on a video call in as little as an hour.

Do you integrate with Outlook?

Yes. We integrate into Outlook as well as Microsoft Word, Excel and PowerPoint so you can send information directly to Workiro and NetSuite in a couple of clicks.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

For finance teams

How long does Workiro take to install?

You can be up and running with Workiro in just a few minutes. And if you’d like a more personalised team installation then we can get that set up on a video call in as little as an hour.

Do you integrate with Outlook?

Yes. We integrate into Outlook as well as Microsoft Word, Excel and PowerPoint so you can send information directly to Workiro and NetSuite in a couple of clicks.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

For operations teams

How long does Workiro take to install?

You can be up and running with Workiro in just a few minutes. And if you’d like a more personalised team installation then we can get that set up on a video call in as little as an hour.

Do you integrate with Outlook?

Yes. We integrate into Outlook as well as Microsoft Word, Excel and PowerPoint so you can send information directly to Workiro and NetSuite in a couple of clicks.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

For IT and Security...

How long does Workiro take to install?

You can be up and running with Workiro in just a few minutes. And if you’d like a more personalised team installation then we can get that set up on a video call in as little as an hour.

Do you integrate with Outlook?

Yes. We integrate into Outlook as well as Microsoft Word, Excel and PowerPoint so you can send information directly to Workiro and NetSuite in a couple of clicks.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Do I need a NetSuite account to use Workiro?

No. You don’t need a NetSuite account to use Workiro. We provide a stand-alone native app so your whole team has the visibility of work whether they’re a NetSuite user or not.

Book a Discovery Call

Want to find out more about how Workiro works? Book a zoom-based discovery call with one of our experts who’ll be happy to answer any questions you may have, to ensure Workiro is the right fit for your business needs.

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