Manage documents

Copy documents

To copy a document or multiple documents:

  1. Select a document or multiple documents.
  2. Click Copy.
  3. Choose the destination folder.
  4. Check the Include annotations and statuses box if you want to copy the documents with their annotations, statuses, pins, and assignees (optional).
  5. 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:

  1. Select a document or multiple documents.
  2. Click the Move button.
  3. Choose the destination folder.
  4. Click Move.

🚧

  • 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.


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