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Pinning Feature

Pin a folder to the floating toolbar when you open it every day. The folder becomes an icon in the toolbar, one click from any screen, instead of a search through the folder tree. You can pin buckets the same way.

What you can do with pinning​

  • Pin a folder to the floating toolbar
  • Open a pinned folder in a new browser tab
  • Pin a bucket, and drop documents onto it
  • Change the icon of a shortcut
  • Remove a shortcut from the toolbar

Pinning a folder​

Right-click a folder name in the folder tree and select Toggle shortcut. The folder appears as an icon in the floating toolbar, and Docwize saves it to your account.

The floating toolbar with a bucket shortcut and a pinned folder shortcutA pinned folder in the floating toolbar

Select the folder's icon to open the folder in Explorer, in a new browser tab. Rest the pointer on a shortcut's icon to see the name of the folder or bucket it opens.

Pinning a bucket​

Select the pin icon beside a bucket in Bucket Configuration. The bucket appears in the toolbar. Select it to open the bucket's contents, or drag documents onto it to add them. See Buckets.

Changing a shortcut's icon or removing it​

Right-click a shortcut. Two small controls appear beside it.

A folder shortcut in the floating toolbar with its remove cross and change-icon pencil showingThe controls that appear when you right-click a shortcut
ControlDescription
CrossRemoves the shortcut from the toolbar. The folder itself is not touched.
PencilOpens Shortcut Icon, where you choose the icon the shortcut shows.
The Shortcut Icon window with the icon CiStar chosen and Save ChangesChoosing a shortcut's icon

In Shortcut Icon, open Select Icon, type part of an icon's name to find it, choose it and select Save Changes. You can also remove a folder's shortcut by choosing Toggle shortcut on the folder again.

How to pin a folder and manage its shortcut​

StepDescription
1Right-click the folder in the folder tree and select Toggle shortcut. The folder's icon appears in the floating toolbar.
2Select the icon to open the folder in a new tab.
3To change the icon, right-click the shortcut, select the pencil, choose an icon in Select Icon and select Save Changes.
4To remove the shortcut, right-click it and select the cross, or choose Toggle shortcut on the folder again.

Example: Pinning a folder, changing its icon, moving the toolbar and removing the shortcut