Docs Section

The Docs section is the primary location for managing the documents and files saved to a project. In this section, you can view a list of all documents that have been added to the project. You can also search, organize, and manage all documents in the project. 

To learn more about handling documents in Filevine, including copying, editing, and creating links, read Docs Management.

Note

You may see some new changes coming to the Docs Section in the next few weeks—keep an eye out!

• Introduction
• Documents List
• Views
• Search and Filter
• Select Documents

Introduction

The Docs section can be found in the left hand menu of your project, and is typically named “Docs.” 

The section displays a list of all documents added to the project—whether they’ve been uploaded here, added to a file attachment field, or generated within the project. Along the top of the section, you’ll see a search box and options for filtering, table configuration, and views.

Tip

The Docs Section has several keyboard shortcuts, or hotkeys, to help you navigate quickly.

Documents List

The Docs section displays a table of all of your project folders and files, including the file name, size, and upload date.

Click the toggle options to the right of the search bar to sort the files and folders by most recently updated or alphabetically. 

Views

Folder Navigation View

To open the folder navigation view, select the Folder Navigation View icon in the upper left corner of the Docs section. The folder navigation view shows the folder structure for the project.

Note

When the folder navigation view is open, the left-hand side menu collapses. Hover over the icons to expand the menu, or click the folder icon again to close the folder navigation view. Expand the folder navigation view by clicking and dragging the edge.

Click the caret next to a folder to show its subfolders, and click again to collapse them. Click the folder itself to navigate to that folder, and click again to expand a dropdown menu with available folder actions.

List and Thumbnail Views

By default, the Docs section is in list view. You can also toggle it to thumbnail view, which allows you to get a quick view of any of the listed file types, provided they are smaller than 2 GB. 

Click the four square icon in the top right corner to toggle from list view to thumbnail view. 

Search

Use the Filters docs field at the top of the section to search documents or folders by their names. Click Search Deeper to open Filevine’s more advanced search, where you can search document content. Learn more about document search.

Select Documents

When you select a document in the table:

• the actions bar at the top right of the table updates to include any actions available for that document. Learn more about document actions.
  
• the document’s properties flyout opens; here, you can view the document’s details, version, and share links
  
   

Note

For .vine file types, generated using FVDA, the FVDA document editor opens in lieu of a properties flyout.

Properties Flyout

The properties flyout contains four tabs: preview, details, versions, and links. 

Tip

To expand or shrink the properties flyout, click and drag the dots on the left side of the flyout.

Multi-select

You can multi-select documents the same way that you normally would for your computer’s files. 

• To select specific documents in the list, press and hold Ctrl (⌘ for Mac) while you select the desired documents. 
• To select consecutive documents, press and hold ⇧Shift and select the top document and then the bottom document from the group.
• To select all documents in a folder, press and hold ⇧Shift and click on the folder. You will see the tag “1 item (# docs)” at the top right, indicating that all documents in that folder have been selected. 

On mobile devices, you can select multiple items with a long press. After the first long press, checkboxes will appear next to every document and folder. Tap the checkboxes to quickly add items to your selection.

As you select multiple files or folders, the document actions will be updated based on what is available.