myWork's EDMS can store more than controlled SOPs and policies. It can also hold ordinary files of any type - PDF, XML, Office documents, CAD configs, drawings, and so on - and keep a full version history of each one. Upload a file, then later download it, edit it in whatever program owns it, and upload the changed file back as a new version. Every earlier version is kept.
Controlled document or uploaded file? A controlled document goes through review, approval and sign-off. An uploaded file is informational - it skips all of that and lives in the Uploaded Files tab. This article is about uploaded files. For SOPs, policies and the review/approval workflow, see How controlled documents work (EDMS).
Upload a file
- Open EDMS -> File Manager (the document management dashboard).
- Click Upload File.
- Choose a Document Type, optionally a Folder and any Compliance Standards, then pick the file. Any file type is accepted.
- Click Upload. The file appears in the Uploaded Files tab as v1.0, with an auto-generated document code (for example
FILE-00052).
The file itself is the source of truth - there is no on-screen editing. To change it, download it, edit it, and upload a new version (below).
Download the current version
In the Uploaded Files tab, either:
- click the file's title to open or preview it in a new tab (PDFs and images preview; other types download), or
- click the download icon to save the current version to your computer.
Upload a new version
- In the Uploaded Files tab, click the Upload new version icon on the file's row.
- Choose the edited file and click Upload New Version.
- The file moves to the next version (v2.0, then v3.0, and so on). The previous version is not overwritten - it is kept in the history.
This is the round-trip the diagram shows: download, edit externally, upload a new version - as many times as you need.
See the version history
Click the history icon on a file's row to open Version History - a list of every version, newest first, showing the version number, the file name, who uploaded it and when, and a download link for each one. You can always retrieve any earlier version.
Who can do what
| Action | Who |
|---|---|
| Upload a file or a new version | A QMS admin, or anyone with Editor access on the document's folder or project |
| Download and view versions | Anyone who can see the EDMS |
| Delete the current version | QMS admins |
Folder and project access is granted from Manage Access on that folder or project - the same access list used for co-editing controlled documents.
Automate it: the file API (for developers and external tools)
The same upload, download and version flow is available over myWork's REST API, so external software - for example a CAD tool such as Autodesk Inventor - can fetch a file, edit it, and push a new version back with no browser needed. Authenticate with a Personal Access Token (Authorization: Bearer mw_...).
| Method and path | What it does |
|---|---|
POST /rest/v2/documents/files |
Create a new file document (first version). multipart/form-data: a file part plus docTypeCode (and optional title, folderId, standardIds). |
GET /rest/v2/documents/{docCode}/file |
Download the current version's bytes. |
POST /rest/v2/documents/{docCode}/file |
Upload a new version (multipart/form-data, a file part). |
GET /rest/v2/documents/{docCode}/versions |
List every version (version, file name, size, who and when, download URL). |
GET /rest/v2/documents/revisions/{id}/file |
Download a specific version by its revision id. |
Reads need a token with EDMS read access; uploads need create access plus Editor rights on the document. Uploads accept an Idempotency-Key header so a retried upload never creates a duplicate version. Full request and response details are in the API's OpenAPI reference under the Documents (EDMS/QMS) tag.