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Documents

The Documents page is your file cabinet. It helps you store and organize manuals, receipts, photos, registrations, and other files—then link them to garages, vehicles/gear, and tasks.

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#Documents

The Documents page is your file cabinet. It helps you store and organize manuals, receipts, photos, registrations, and other files—then link them to garages, vehicles/gear, and tasks.

#How to get here

  • Tap Documents (document icon) in the bottom navigation.
  • From Asset Details, use the Documents shortcut to jump here.

#What you see on this page

#1) Folder tree (in the app header)

Tap the folder tree icon (looks like a branching tree) in the top app header to open the folder tree.

Use the tree to:

  • Jump directly to a folder
  • Create folders (when permitted)
  • Move documents via drag/drop (desktop/web only)

#Folder actions (on a folder)

When you open a folder’s actions menu, you may see options like:

  • Open folder
  • Move folder
  • Manage tags
  • Share Center (consumer accounts only, when allowed)
  • Delete folder

#2) Breadcrumbs + current folder contents

Documents are organized into folders. As you navigate:

  • Breadcrumbs help you understand where you are.
  • The main area shows:
    • Subfolders
    • Documents in the current folder

#3) Search (within the current view)

Use the search field on the page to filter folders/documents by name.
Clear search by tapping the X.

#4) Add / bulk actions menu (+)

Use the + menu to add items and manage selections. Common actions include:

  • Take photo
  • Upload document
  • New folder
  • Select (toggle selection mode)
  • Move (bulk move selected documents)
  • Delete (bulk delete selected documents)
  • Download (download selected or all visible)

#Primary actions (how to use this page)

#Upload a document (PDF/photo/video/etc)

  1. Tap the + menu
  2. Choose Upload document (or Take photo)
  3. Choose the file(s)
  4. Fill in any requested metadata (title, category, tags, expiration, etc)
  5. Confirm upload

After upload, you may see a “finishing up” message while the app completes processing in the background.

#Create a folder

  1. Tap the + menu
  2. Choose New folder
  3. Enter a folder name
  4. Tap Create

#Open a document

  1. Tap a document in the list
  2. A Document Details sheet opens

From Document Details you can usually:

  • Preview the file
  • Download
  • Update title/description/tags (if permitted)
  • Manage versions (if enabled)
  • Link/unlink to tasks and assets (if enabled)

#Start selection mode (bulk actions)

Selection mode lets you move/delete/download multiple documents at once.

  1. Tap the + menu
  2. Choose Select
  3. Tap documents to select them
  4. Use + menu → Move/Delete/Download

To exit selection mode:

  • Tap + menu → Cancel selection, or
  • Clear your selections (the page will guide you)

#View full-screen preview

From Document Details, you may be able to open a full-screen viewer for PDFs/images/videos.

#Move documents

To move a single document, use its actions in the list (when available).
To move multiple:

  1. Tap + menu → Select
  2. Tap documents to select them
  3. Tap + menu → Move
  4. Choose a destination folder
  5. Confirm

#Delete documents

Deleting is permanent.

Bulk delete:

  1. Tap + menu → Select
  2. Select documents
  3. Tap + menu → Delete
  4. Confirm

#Download documents

  1. Tap + menu → Download
  2. Choose whether to download:
    • Selected documents (if selection mode is active), or
    • All visible documents in the current view
  3. Pick a destination folder (when prompted)
  4. Confirm download

#Sharing (Share Center)

Some folders/documents offer a Share Center option (consumer accounts only).

Share Center lets you:

  • Select a target garage in your active subscription
  • Optionally share to a specific member
  • Share or Stop sharing

You can usually open Share Center from a folder or document actions menu.

#Share Center workflow (step-by-step)

  1. Open Share Center
  2. Search/select the target garage
  3. (Optional) toggle sharing to a specific member and select the person
  4. Tap Share

To revoke sharing:

  1. Open Share Center
  2. Select the same garage/member target
  3. Tap Stop sharing

#Permissions and availability

Some nodes can be view-only (for example, if you only have viewer access).

When you don’t have permission:

  • Upload/move/delete may be disabled
  • Sharing may be hidden

#Tips

  • Pull down to refresh the explorer.
  • If you can’t find a document, clear search and confirm you’re in the right folder.
  • Expiration dates are displayed in your local timezone.

#Platform behavior

#iOS

  • The workflow and labels on iOS follow this page as written.
  • Controls (pickers, sheets, and permissions dialogs) use native iOS presentation.
  • Take photo uses iOS camera permission; uploads use iOS file/photo pickers.
  • Downloads may open a destination picker or save to the default iOS files location.

#Android

  • The workflow and labels on Android follow this page as written.
  • Controls (pickers, sheets, and permissions dialogs) use native Android presentation.
  • Take photo uses Android camera permission; uploads use Android file/media pickers.
  • Downloads may open a destination picker or save to the default Android files location.

#Web

  • Web routes: /documents and /garage/documents.
  • Web documents include explorer tree interactions, upload flows, and detail tabs.
  • Drag/drop and browser file-picker workflows are used on desktop web.