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How to use crowds docs

Last updated on Jan 31, 2024

Key Points;

  • How to share your Docs

  • How to save your Docs

  • This article will describe how to use Crowd Docs feature. How to share, delete, save, edit, duplicate your Docs. How to duplicate and delete your Docs

  • How to set a Doc as your Favorite.

    1. 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:

    • Click on "Copy link" to generate a direct link to your document, which you can then share with others.

    • 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. Saving Your Crowd Docs

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 automatically.

3. Delete And Duplicate Your Crowd Docs

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. Setting A Crowd Doc As Your “favorite”

  1. To designate a document as your "favorite," simply hover your mouse over any document on the dashboard.

  2. You will promptly see a star icon; click on it to mark the document as your preferred choice.

5. How To Search For Your Favorite Crowd Docs

To find your preferred Crowd Docs:

  • Navigate to the docs dashboard.

  • 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.



Yes, you can duplicate your documents with linked projects but the linked projects will not be visible on the newly duplicated 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.