Organize documents

Who canAdminManagerCrew

You can change the documents you uploaded. An Admin can change anyone’s. Everyone, Viewers included, can filter by category.

Change a document’s name, category or pages

In Documents, open the document’s menu: press and hold it (on a tablet, tap its •••; on a Mac, click its ••• or right-click it).
Tap Edit.
On Edit Document, change the Document Name or the Category. Under each page, the arrows turn it and the bin takes it out.
Tap Save.

Renaming a document or changing its category sends nobody a notification.

Make a document private or public

Open the document’s Edit Document screen, as above, and tap Access Control.
Set the switch to Private or Public.
- Private: only the person who uploaded it and the people under Contacts with Access can open it.
- Public: everyone in the project can.
For a private document, tap the pencil beside Contacts with Access and tick the people who may open it. Ticking a trade’s heading ticks everyone in it. Close the panel when you’re done.
Tap Save.

The lock shows which it is: orange and closed for private, white and open for public. In the list, a private document has a small orange lock beside its page count. People you give access to are told, and making a document public tells everyone who couldn’t open it before.

Use categories

Tap Filter, tick one category or more and tap Apply. Clear the ticks to see everything again. The built-in categories come first, then the project’s own from A to Z, then Other.

Add a category: tap Add a New Category below the list in Filter, or at the end of the category picker on Edit Document. Type a name of up to 50 characters and tap Save. It can’t repeat a name the project already has, or a built-in one.
Rename or delete one of the project’s own (Admins and Managers): tap its pencil or bin in Filter. Deleting moves its documents to Other.
Hide a built-in category the project doesn’t use (Admins and Managers): tap its eye button in Filter. It leaves the category pickers, and documents already in it keep it. Admins and Managers still see it in the filter, marked Hidden or Hidden, no documents, and tap the eye again to bring it back. Crew and Viewers see it there, marked Hidden, only while it holds documents. Other can’t be hidden.

Every category belongs to its project, and changes reach everyone in it straight away. Without a connection the filter still works, but categories can’t be added, renamed, deleted or hidden.

Work with several documents at once

Tap Select and tick the documents, or tap Select All.
Tap Share to send them as one PDF, or tap Delete and confirm to delete them.

Delete works only when you may delete every document you ticked. To delete one document, open its menu and tap Delete, then confirm.