Documents & Folders
Selecting several files and folders at once
Tick several items, then chat about, move, copy, tag or delete them together.
Step 1
Turn on select mode
Press the tick-box button at the left of the list's column headings, Select items. A checkbox appears on every row, and the button turns dark until you press it again. If you had a file highlighted, it is ticked already. On a phone, Select is in the Document options menu.
Archive
14 files
Q3-Report.pdf
Budget.xlsx
Minutes.docx
Step 2
Tick what you want
Press the rows you want. Each one you tick is highlighted.
Archive
14 files
Q3-Report.pdf
Budget.xlsx
Minutes.docx
Step 3
Or select everything
Once something is ticked, a checkbox appears in the heading row. Press it to tick everything in the folder, or press it again to clear them all.
Archive
14 files
Q3-Report.pdf
Budget.xlsx
Minutes.docx
Step 4
Or use the keyboard
You do not need select mode. Hold Shift and click to select everything between two items, or hold Cmd (Ctrl on Windows) and click to add or remove one item. This works in the Folders panel too.
Archive
14 files
Q3-Report.pdf
Budget.xlsx
Minutes.docx
Step 5
The tray
As soon as anything is selected, a tray appears at the bottom of the page with how many you picked and what you can do with them. The × clears the selection.
Step 6
Start Chat
Start Chat opens a chat that answers from the files you picked. If you picked one folder, the chat answers from that folder.
Step 7
Move and Copy
Move and Copy, there for Contributors and above, open the same folder picker as a single move: choose where they go and press Confirm. Copy only copies files; any folders you picked are left where they are. Move, Tag and Delete only show when your role may do them to everything you picked.
Copy Documents
Choose a destination folder
Step 8
Tag
Tag gives everything you picked the same tag, replacing any tag they had. Items you are not allowed to tag are skipped, and a message says how many.
Step 9
Delete
Delete asks you to confirm, then moves everything to Trash, where it can be restored for 60 days. Files you are not allowed to delete are left alone, and a message says how many.
Move to Trash
Step 10
Drag them together
Drag any of the selected items onto a folder, or onto Home in the Folders panel, and they all move together.
Archive
14 files
Q3-Report.pdf
Budget.xlsx
Minutes.docx
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Documents
The folder panel, Home and All Documents, views, columns, sorting and the details pane.
Uploading documents
Add files to the folder you have open, or let Secretary read them and sort them into folders for you.
Uploading a whole folder
Upload a folder from your computer with all its subfolders, keeping the same structure.