Manage documents

The main specific documents management operations are the following:

• Manage annotations.
• Upload and export documents.
• Manage libraries.
• Filter, search, and browse documents.
• Search within a document.
• Check the analytics.

But you can also perform other useful operations such as:

• Export facets.
• Disable most relevant terms suggestion.
• Show original spacing.
• Delete documents.
• Copy a document text to the clipboard.
• Add new categories to the taxonomy.
• Change documents language.
• Show category in resources.
• Show category information.

Most of them are performed in the Documents tab that has two alternative views:

• List view, which displays the documents preview list.

  

• Detail view, which displays a simplified list on the left and the details of a specific document in the center.

  

To switch between views:

• To switch from the list view to the detail view:

  • Double-click a document in the list.

  Or:

  • Select the file name of a document in the list.

  Or:

  • Select a document in the list and then select View document at the top left of the document list.

• To switch from the detail view to the list view, select Browse documents in the left panel.