Use the desktop Documents page (/documents) to find, sort, preview, and manage your documents.
Open it from the left sidebar or press Ctrl+D.
Header
- Import .ipq: bring in an InProQu package
- Draft with AI
- New document
List vs cards
| View | Shows |
|---|---|
| List | Document, Company, Client, Status, Total, Views, Updated |
| Cards | Cover plus type (Proposal / Quotation / Invoice / Acknowledgement) |
Search and filters
Toolbar search: title, project, client, tags.
Left filters: Company, Access (Can edit), Status, Tags.
Sidebar shortcuts: Drafts, Shared, Viewed, Accepted.
Sort from the dropdown or by clicking column headers.
Needs attention is not a Documents filter. It is a dashboard tile.
Bulk actions
Select rows, then Actions:
| Action | What happens |
|---|---|
| Archive | Soft-remove from the active list |
| Restore | Bring archived docs back |
| Unshare | Public links turn off. Clients are not emailed. Already-archived docs are skipped |
| Return to draft | Only shared or viewed docs. Public links turn off |
| Delete | Permanent: confirm carefully |
These apply to the current search and filters, not only the visual selection, when the UI says so. Read the confirm copy.
Row preview is safe
⋯ → Preview opens a print preview dialog. It is not a client view and does not increment Views.
Tags and access
Tag jobs you want to find later (retainer, rush, brand-X). Can edit filters to documents you are allowed to change (creator or granted editor).