How to...
Learn the step-by-step instructions for working with documents.
- Related Topics:
- Viewing Documents
You can view, filter, and sort documents within a project space. - Discuss a Document
You can add a comment to a document to provide feedback, or to ask a question. When you add a comment, it is assigned to the current revision of a document. - Downloading Documents
You can download both primary and non-primary documents to your PC for offline viewing and editing. - Managing Document Folders
Create document folders to store, and manage access to, project documents. - Adding Documents
To share documents and cloud document links with your team, you add them to document folders in a project space. Only folder owners, managers, and contributors can add documents to folders. - Managing Documents
You can edit information for a document, move documents between folders, remove documents from folders, and restore documents. - Managing Document Tags
You can use space tags to categorize and group related documents. For example, you might tag documents by department, document type, or project. Members can then filter documents by selecting one or more tags. - Export All Notes Associated With a Document
You can export all notes associated with a document to a HTML file for offline viewing.
Parent Topic: Working with Documents