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  • Getting Started
    • How Does This Work
    • Account Opening
    • Purchasing A Plan
    • Setting Permissions
    • Redacting your first document
  • General
    • Customize date format and time zone
    • How To Upload Documents
    • Handling Audit Trails
  • Users and Teams
    • Creating A Team
    • Invite New Users
    • Inviting New Team Members
    • Inviting New Members To A Sub-team
    • Sharing Documents With Team Members
  • Productivity
    • Text Mapping
    • Redacting By Categories With AI
    • Enabling Multi-Screen
    • Quickly Find and Redact Text
  • Handling The Editor
    • Adding Object Fields
    • Resize, Remove, and Move Object Fields
    • Setting Editor Layout
    • Responsiveness of the Editor
    • Live Search Document
  • Managing Subscriptions
    • Managing Your Subscriptions
    • Cancelling Your Subscriptions
    • Updating Your Subscriptions
    • Updating Your Payment Method
  • Redact Data
    • How to Redact A Document
    • How to Redact An Email
    • Redacting Metadata
  • Managing Documents
    • Managing Your Documents

Managing Your Documents

All documents including those that have been redacted can be managed from the documents page which you can access by logging into your account and looking to the left side of your screen. Your documents will be listed in descending order, but to locate any specific document you can search by title or content - simply click the search icon and the search bar will extend outwards. You can also sort your document in ascending or descending order based on all the properties listed in the table header [name of document, owner, size, date uploaded, and type].

Clicking on the menu button for each respective document opens up a popup menu with a few options including:

* Sharing the document with your team.
* Uploading the document to OneDrive, GoogleDrive, Box, Drop Box etc.
* Downloading the document.
* Redacting the document.
* Viewing the document.
* Renaming the document and more.

It is important to point out that the options you will see will depend on the type of document.

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