To quickly find a necessary document, make use of the filter at the top of the document list.
Click the
button, and specify the necessary filter parameters:
- To filter items by TYPES, choose one of the following options: Folders, Documents, Presentations, Spreadsheets, Images, Media, Archives, or All files.
- To exclude subfolders from search, enable the No subfolders option.
- Push the Add filter button to apply filters.
Enter a document title, entirely or partially, in the search field and press the Enter key to display the found item(s). If you want to go to the folder where the found file is located, right-click the file and use the Open location option. To go to the parent folder that is one level up from the current folder, use the
arrow.
By default, all the files are sorted by Last modified date in descending order (later dates to early ones). If necessary, you can sort the items by Name, Creation date, Size, or Type by clicking the appropriate column header above the files. To add a new sorting criteria for files or hide some of them, click the
Sort by drop-down list to the right of the Filter field and choose the necessary option from the following list: Created, Modified, Size, or Type. To change the sorting order from Descending to Ascending and vice versa, click the corresponding sorting criteria.
Use the
buttons on the right to switch between the available display modes: Thumbnails view and Compact view. Thumbnails are not generated for connected third-party services.
The corresponding Thumbnails view display mode:
You can perform the following operations with your documents:
- Edit to open the document for editing in a new tab.
- Preview to open the document in the Preview mode in a new tab.
- Save as oform to save the document as a fillable
.oform
file.
- Fill in the form to open the a pre-created
.oform
file. When the file is opened this way, any editing, except for editing forms, is prohibited.
- Copy external link to a file with Full access, Review, Custom filter, Comment, or Read Only permissions. To remove access to a file, choose the Deny access option, or click once on a toggler, so it turns gray.
Several sharing options are available:
- Share a link to a file via e-mail or via Twitter,
- Embed a document stored on your portal into other websites and pages. Several options for embedding are available: Size (600 x 800 px, 400 x 600 px, Auto), Width, and Height. Copy the code and insert it in the needed website or page.
- Manage file's Version history:
- Finalize version to finalize the current version of a file and create a revision for a new one.
- Show version history to open the version history list, where each version is described in details: Version status, Version number, Date and time, Author, and Comments are listed. Version history list also allows you to Open for editing, Edit each of the particular document version and restore one of them.
- View Details to open a window that contains information about the file and its properties such as Document preview, Owner, Type, Size, File extension, Modified date, Last modified by, Creation date, Versions, and Comments. To open the same window you can click the icon located on top right corner.
- Unblock/Check-in the file to block/unblock for further editing by other users with the corresponding editing rights.
- Mark as favorite the file to add it to the favorites folder.
- Download the file in the original format to your computer's hard disk drive.
- Download as the file in the selected format to your computer's hard disk drive.
If several files are chosen for download, they will be packed in a .zip archive and saved onto your hard disk.
- Move or copy files:
- Move to another folder or third-party storage.
- Copy the file and move the created copy to the selected folder.
- Create a copy of the file in the current folder.
- Rename the file.
- Delete the file by moving it to Trash. You can restore selected files from the Trash section, when necessary.
If the deleted files were shared, other users will no longer be able to access them.
Group operations with files can be performed using buttons on the top or the contextual menu. To download, move, copy, or delete several files at once,
- open the needed folder by clicking the corresponding option at the left-side panel,
- hover over the file icon and check the boxes for the files you want to manage,
- click the needed button at the top depending on the operation you want to perform.
Some operations can be performed with a single file only using the contextual menu. To rename, block for co-authors, finalize, view the version history of a file, or copy the link to it (or perform any of the above mentioned operations):
- open the needed folder by clicking the corresponding option at the left-side panel,
- find the needed document and click the
icon next to it,
- select the corresponding option depending on the operation you want to perform.
To learn how to manage the previous revisions/versions of a document, please, refer to
this article.
It's also possible to rename a document from the editor interface directly while editing. To do that,
- click the File tab of the top toolbar and select the Rename... option,
- in a new window that opens, enter the necessary File name and click OK.
Adding documents to Favorites
The Favorites section contains all files marked as favorites from all sections and folders. To add a document to Favorites,
- open the needed section by clicking the corresponding option at the left-side panel,
- find and the needed document and click the
icon next to it,
- select the Mark as favorite option.
or
- open the needed document either for editing or preview,
- click the
Mark as Favorite button on the top toolbar.
The file will be available in the Favorites section and marked with the
icon in the file list.
Within the Favorites section, you can use the Open location option in the contextual menu to switch to the folder which contains this file.
To remove an added file from Favorites, use the Remove from Favorites option in the contextual menu or click the
icon next to the file name.
Use Keyboard shortcuts to access various features of the personal cloud and navigate more conveniently. To view the entire list of available hotkeys, click the link with your name in the right upper corner and select the Hotkeys option, or use the Ctrl
+/
keybind.