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Getting started with Docs & Files
Getting started with Docs & Files

A quick guide on how to make the most out of our Docs & Files system

Radu avatar
Written by Radu
Updated over 4 months ago

How does it work?

Getting started with Docs & Files
Getting started with Docs & Files

Docs & Files is the beautiful unified place for all client content. From the initial proposal, to the weekly progress reports.

Getting started with Docs & Files

Creating folders, docs, and files

Getting started with Docs & Files

What can you create?

Getting started with Docs & Files
Getting started with Docs & Files

Documents

These are smart SuperOkay documents that you can create natively in the app.

Files

Upload files from your device. Cloud storage integrations coming soon :)

Linked Files

Link to cloud files like Google Docs so you have everything in one place.

Folders

Organize your client content with ease.

Documents from templates

Use SuperOkay templates to kickstart your documents.

Common actions

How does the Shared folder work?

Moving.

Use the Move icon on the thumbnail card toolbar to move a folder, doc, or file anywhere else.

Getting started with Docs & Files

Renaming

There are two ways of renaming any folder, doc, or file:

  1. Double click the title or edit icon when viewed in Grid Mode

  2. Click the title in the top part of the page when opened.

Getting started with Docs & Files
Getting started with Docs & Files

Changing the icon & color

Click the swatch icon on the thumbnail card toolbar to change the color and icon.

Getting started with Docs & Files

Sharing

Open the folder, doc, or file and click the top-right Share button to manage sharing.

Getting started with Docs & Files

Adding Comments and Tasks

You can add comments and tasks to any folder, doc, or file.

Use the unified right-hand sidebar to toggle the Comments / Tasks panel.

πŸ’‘ This is also available to your Client Contacts on content from the Shared folder.

Getting started with Docs & Files

What's next?

Getting started with Docs & Files
Getting started with Docs & Files
Getting started with Docs & Files


For more guides on how to use SuperOkay visit our YouTube Channel and join our Facebook Community.

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