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Organizing your Workspace

You can use projects Group to organize your Workspace documents by client, status or any other grouping that suits you or your team.

In the web app Projects Group appear in the sidebar. To only show documents that are part of a specific project, click the project’s name in the sidebar.

Under the All Documents All documents tab, you’ll see every document in your Workspace and My Drafts folder by default. To hide the documents that are already part of a project Group, you can deselect on the Include Documents in Projects checkbox in the top-right corner.

In the Mac app Projects appear in the sidebar of the Documents window, organized by the Workspace they belong to.

How to create a project

In the web app Click on the + next to the Projects Group heading in the sidebar. In the dialog that appears, give your project a name (Emoji are supported, but not Markdown) and click Create Project to finish. You should now see your project in the sidebar ready to move documents into.

In the Mac app Click on the + icon next to the Workspace name in the sidebar of the Documents window to add a project to that Workspace. Type a name for your project and press enter on your keyboard to confirm it.

How to move documents to projects

In the web app Drag the document you want to move and drop it onto its project folder in the sidebar. You can also hover over a document’s thumbnail and click on the Dots Cloud icon to bring up its options. From there, choose Move to Project. In the window that appears, select the project Group you want to move the document to from the drop-down menu then click Move.

How to remove documents from Projects

In the web app Hover over a document’s thumbnail and click on the Dots Cloud icon to bring up its options. From there, choose Remove from Project. In the window that appears, click Remove to confirm. If you remove a document from a project, you’ll be able to find it in All Documents All documents.

How to rename projects

In the web app Hover over a project Group name in the sidebar, then click on the Dots Cloud icon that appears next to it. From here, choose Rename. In the dialog that appears, give your project a new name, then click Save Changes to confirm. This won’t affect any documents inside this project.

In the Mac app Control-click on a project’s name in the sidebar of the Documents window and choose Rename Project, type a new name and press enter on your keyboard to confirm.

How to delete projects

In the web app Hover over a project Group name in the sidebar, then click on the icon that appears next to it. From here, choose Delete. In the dialog that appears, click Delete to confirm that you understand that you cannot undo this action. Any documents in the project you’re deleting will move to All Documents All documents.

In the Mac app Control-click on a project’s name in the sidebar of the Documents window and choose Delete Project…. In the confirmation dialog that appears, choose Delete Project to confirm this action.

Last updated on 05 May 2021

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