Document Library

Overview

The Document Library is your central workspace for organizing and managing all documents in ZiaSign. Access your files, shared documents, archived items, and trash from the sidebar under Documents.

All Files

Navigate to Documents → Files to view all your documents in a responsive grid layout.

Folder Navigation

• Create folders to organize your documents by project, client, or category
• Click a folder to navigate into it
• Use breadcrumbs to track your current location in the folder hierarchy
• Link directly to a specific folder using the ?folder= URL parameter

File Actions

Each file in the library supports standard actions:

• Open and view the document
• Move to a different folder
• Share with team members
• Archive for long-term storage
• Move to trash

Shared with Me

Navigate to Documents → Shared to view documents that other users have shared with you. Shared documents open in read-only mode — you can view and download them but cannot edit or move them.

Archive

Navigate to Documents → Archive to view archived documents.

Bulk Operations

Select multiple items using checkboxes for bulk actions:

• Restore — Move archived items back to your active workspace
• Move to Trash — Move archived items to trash for future deletion
• Clear Selection — Deselect all items

A confirmation dialog appears before any bulk action is applied.

Trash

Navigate to Documents → Trash to view deleted documents.

• Deleted documents remain in the trash until permanently deleted or restored
• Restore items to move them back to your workspace

Tip: Organize your documents into folders to keep your workspace clean as your document volume grows. Use Archive for documents you want to retain long-term but don't need day-to-day.

Next Steps

• Send a document for signature from your library
• Create templates for frequently used documents
• Use the Document Editor to create new documents