Finding, organizing and deleting documents

Everything you create lives under Documents (/app/sheets). The Dashboard (/app) only shows your three most recent documents; the full library is where you find and manage the rest.

Search, filter and sort

• Search by file name, part number or product title.
• Filter by created or modified date, status (Draft / Final), product category, or document type.
• Sort by last updated, date created, or name (A–Z / Z–A).
• Switch between grid and list view. Your choice is remembered in that browser.

Duplicating a document

Use Duplicate on a document card to clone the whole document, a fast way to start a new one from an existing layout. (To duplicate a single block instead, see Adding, reordering, duplicating and deleting content.)

Draft and Final

Each document is Draft or Final, set in the editor's Review step. Final adds a badge wherever the document appears and is filterable in the library; it never blocks editing or export.

Trash

Deleting a document doesn't remove it immediately. It moves it to Trash (in the Workspace sidebar). From there you can Restore it to Documents, or Delete permanently to remove it for good.