Working with a folder's documents

Filtering, sorting and tagging documents, the Details drawer, moving and removing documents, and the picture wall.

A folder's documents are shown in a table.

Finding a document

• Narrow by name… filters by title or file name.
• Filed under filters by tag. Clicking a tag on a row filters by that tag, and clicking it again clears the filter.
• Click a column heading (Name, Kind, Size, Added) to sort by it, and click again to reverse the order.
• Drag the edge of a column heading to resize the column. Double-click an edge to put every column back. Column widths are kept on this computer.
• Rows per page can be 10, 25, 50 or 100.

Views

• List: the table.
• Pictures: a wall of pictures. This choice is remembered on this computer.
• Code: for folders holding code. See Repositories.

Pictures the workbench cut out of papers are hidden from the list unless you tick Show the pictures made from papers.

The Details drawer

Press Details on a row to open the drawer. It shows:

• A preview: the picture itself, a drawing of the first page, or the start of the text.
• The facts: the file, its size, the day it was added, and its sensitivity label.
• Take it away: Open it in a window for the original file (or Open the link for a link), and Download ▾: the original file, and, once the document has a working copy, that copy as Word, PDF, an EPUB e-book or Markdown. See Downloading a document.
• Filed under: its tags. Use Add a word to add one (the project's existing tags are suggested), and × to remove one.
• A model's summary, if one was made, with a link to exactly what was asked.
• What it is: Add details opens the bibliographic record. It holds the title, authors (Smith, Jane; Adams, Piet), date and kind, where it was published, volume, issue and pages, publisher, ISBN, DOI, address, the day you read it, a short title, the citation key, the abstract and your notes. The fields offered change with the kind of work.

Moving and removing

Tick documents (the box in the header ticks the whole page), then use the bar below the table:

• Move the chosen documents to a folder, then press Move.
• Remove: it asks first. The files stay in the vault, but the notes made on them do not.

Removing a document with its pictures

A document can have pictures of its own: the figures the workbench cut out of it, and pictures you pasted into its working copy. Both are filed in the project's Figures folder.

When the documents you remove have such pictures, the confirmation offers Also remove its 2 pictures (or their, for several documents). It is ticked, so the pictures go too. Untick it to keep them in Figures.

A picture that something else still shows is always kept, so removing a source never breaks a chapter:

• the working copy of another document;
• a section of one of your papers;
• a sealed version of a paper, which must still read as it did when it was sent.

The confirmation names the first place that still shows it, for example 1 picture is kept, because “Chapter 3” shows it too. Pictures you filed in another folder yourself are never counted.

Once it is done, a line above the list says what was removed, such as Removed 1 document and 2 pictures.