Key Points;
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How to share your Docs
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How to save your Docs
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How to set a Doc as your Favorite.
- Sharing your Docs
To initiate the process of sharing your document on Crowd, locate the "share icon" positioned at the upper-right corner of your document.
Next, you have two options:
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Click on "Copy link" to generate a direct link to your document, which you can then share with others.
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Select "Export as PDF" to automatically download your document as a PDF file on your device. This PDF can be easily shared with others.
2. How to Save a Doc
To save your Crowd docs after making changes, simply click on the 'Done editing' button located at the top right corner of your document. Your work will be saved .
3. How to Delete And Duplicate a Doc
To delete a document, click on the 'More Options' button located in the upper right corner of the document and choose 'delete'.
To create a copy of your document, click on the 'More options' button in the upper right corner of the document and select 'duplicate'.
4. How to Set a Doc as “favorite”
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To designate a document as your "favorite," simply hover your mouse over any document on the dashboard.
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You will promptly see a star icon; click on it to mark the document as your preferred choice.
5. How To Search For a Favorite Doc
To find your preferred Crowd Docs:
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Navigate to the docs dashboard.
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Locate and select "Favorites" in the upper-right corner.
By clicking on "Favorites," you'll be able to view all the documents you've marked as favorites, while temporarily hiding the others.
FREQUENTLY ASKED QUESTIONS
- Can I Duplicate A Doc With Linked Projects?
Yes, you can duplicate your documents with linked projects but the linked projects will not be visible on the newly duplicated documents.
- I Can’t Find My Documents
Having trouble locating your documents? First, ensure you're not in the 'Favorites' tab. If you still can't find them, please contact our customer success team @support.crowdapp.io.