Manage documents
Copy documents
To copy a document or multiple documents:
- Select a document or multiple documents.
- Click Copy.
- Choose the destination folder.
- Check the Include annotations and statuses box if you want to copy the documents with their annotations, statuses, pins, and assignees (optional).
- Click Copy.
- You can't copy documents and folders at the same time.
- Documents with existing names will be skipped.
- Documents that exceed the folder limit won't be copied.
Move documents
To move a document or multiple documents:
- Select a document or multiple documents.
- Click the Move button.
- Choose the destination folder.
- Click Move.
When you move an item from one folder to another, the item's annotation time is displayed in the Analytics tab of the previous folder. Learn more.
- You can't move folders.
- Documents with existing names will be skipped and will remain in their source folder.
- Documents that exceed the folder limit won't be copied.
Find documents
To find a document, go to Data and type the name of the document in the search bar.
Sort documents
In Data, click the drop down arrow, and sort the documents by:
- Document name
- Status: Not started, In progress, Returned, Quality check, Completed, and Skipped.
- Priority
Filter documents
In Data, click the filter button and filter the documents by:
- Assignee
- Annotation status: Any, Not started, In progress, Quality check, Returned, Completed, and Skipped.
To apply the filter, click Apply.
To remove the filter, click Reset > Apply.
Updated 11 months ago