Your workspace & library

Your workspace home is the library: every drawing set your team has added, with projects, shared documents and settings in the sidebar.

The sidebar#

• Recents — the home view: everything in the workspace, last opened first.
• Shared with you — drawings from other teams' workspaces that someone invited you to, each labeled "Can edit" or "View only". See Sharing a document.
• Pinned — documents and projects you pinned for quick access (web).
• Projects — one row per project; + starts a new one.
• Resources — your team's stamp library (see Stamps, custom tools & signatures), Team members, and Trash.

At the foot of the sidebar, your name opens the account menu, the cog opens Settings, and the bell holds notifications.

The library#

Each card shows a preview of the first page (generated a few seconds after upload), the page count, and the date.

• Sort by Opened, Newest, Oldest, or Name (A–Z).
• Display switches between a grid of cards and a compact list.
• Search from the field at the top of the sidebar.

Quick actions#

The tiles across the top of the home run the common jobs in one click: bring a file in (Upload, Import, Email in, New blank), work on one (Organize, Extract, Convert, Merge, Compress), or send one out (Share, Export). Tiles that work on an existing drawing ask you to pick it first. Customize hides and reorders them — only you see your layout.

Selecting several documents#

Click Select (or long-press a card in the apps), tick the documents you want, and a bar appears with what you can do to all of them at once: Merge (two or more into one document), Move to project, and Delete. The apps add Share, Compare and Save a copy there.

Document actions#

Every document has a ⋯ menu: Organize, Pin to sidebar, Document properties, Move to project…, Duplicate, and Delete — plus sync actions when it's linked to a cloud drive (see Cloud drives).

Document properties is the one-stop dialog — rename the document, see its pages and creation date, and file it into a project. Duplicate makes an independent copy ("… copy") in the same project.

Projects#

Projects are folders for filing documents — one per job, permit set, or bid package. Create one from the sidebar's Projects section with a name and an optional description.

To file a document, drag its card onto a project (it leaves the main view immediately), or set the project in Document properties. Folder tiles show small previews of the drawings inside and a file count. Owners and admins can rename or delete a project from its ⋯ menu; deleting a project never deletes its documents — they move to "Not in a project".

Trash#

Deleting a document moves it to Trash. From there you can Restore it, Delete permanently, or Empty trash. Permanent deletion removes the stored files and can't be undone.