Every document you create from a template is saved in My documents. You find it by clicking your name in the top-right corner and selecting My account.
Note: Your portal may look different from the screenshots. The colors and layout, and the options and buttons you see, depend on how your organization has set up the portal.
Find a document
My documents shows your documents as cards with a preview, the name of the person who made it and the date. To find a document:
Search: type a few letters of the document name in the search bar.
Locations: show only documents for one or more of your locations.
All / Personal: use the switch on the right. All (globe icon) also shows the documents your colleagues made, with their name under each document. Personal (person icon) shows only your own documents.
View, download, edit or delete a document
Move your mouse over a document to see the actions:
View: open a large preview. Use the arrows to browse through the pages, or the icons at the top right to view it full-screen or download it.
Download (arrow icon): download the document.
Edit (pencil icon): open the document in the editor again to make changes.
Delete (trash icon): remove the document. Confirm with Delete. You can only delete your own documents. Documents that someone shared with you can't be deleted.
⚠️ Important: A deleted document can't be restored. Download a copy first if you might need it later.
Want to make a new document? See How do I fill in and download a template?