> ## Documentation Index
> Fetch the complete documentation index at: https://docs.docsiv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents

> Overview of documents in Docsiv — types, statuses, and how to find what you need.

The **Documents** page is your central hub for all client work. Open it from **Documents** in the left sidebar.

When you land on the page, Docsiv greets you by name and shows a summary of your drafts and recently sent work. From here you can create new documents, browse by type, filter by client or status, and manage your entire library.

## Document types

Docsiv supports four base document types. Each opens in a specialized editor suited to that kind of content.

<CardGroup cols={2}>
  <Card title="Document" icon="file-lines">
    Long-form text content such as reports, proposals, briefs, and SOWs. Built on a rich block editor with AI assistance.
  </Card>

  <Card title="Sheet" icon="table">
    Tabular data and calculations. Opens in a full spreadsheet editor for budgets, trackers, and data exports.
  </Card>

  <Card title="Presentation" icon="presentation-screen">
    Slide-based decks for pitches and client presentations. Built on a canvas editor with drag-and-drop layouts.
  </Card>

  <Card title="Contract" icon="pen-nib">
    Formal agreements and SOWs that can require a client signature before completion.
  </Card>
</CardGroup>

<Note>
  Your workspace may show additional document sub-types (such as **Proposal**, **Brief**, or **Deck**) configured by your workspace admin. These all map to one of the four base types above.
</Note>

## Document statuses

Every document moves through a lifecycle. You can update the status manually from **Doc settings** inside the editor, or it changes automatically when a client interacts with it.

| Status        | Meaning                                    |
| ------------- | ------------------------------------------ |
| **Draft**     | Work in progress, not yet sent to a client |
| **Sent**      | Shared with a client via link or portal    |
| **Open**      | Client has opened the document             |
| **Commented** | Client has left at least one comment       |
| **Signed**    | Client has signed the document (contracts) |
| **Archived**  | Closed out; no longer active               |

## Browsing your documents

### Type tabs

The top of the page shows a tab row — **All**, then one tab per document type. Click a tab to narrow the list to that type only.

### Recently used

Below the type tabs, up to six of your most recently touched documents appear as preview cards. These reflect the same client and type filter as the active tab.

### Filtering

The filter bar beneath the recent section lets you narrow results further:

* **Search** — type any part of a document title to filter in real time.
* **Client** — pick a client from the dropdown to see only their documents.
* **Status** — click one or more status buttons (Draft, Sent, Open, Accepted, Declined) to filter by lifecycle stage.

### View layout

Toggle between **grid** and **list** view using the icons next to the search bar. Your preference persists across page loads.

### Bulk select

Click **Select** to enter multi-select mode. Tick individual cards or use **Select all** to choose everything in the current filtered view, then use **Move to trash** to delete them in bulk.

## Templates

Navigate to **Templates** in the sidebar to browse workspace templates and the marketplace. Templates let you start a new document with pre-built content instead of a blank page.

## Trash and restore

When you move a document to trash it disappears from your main list. Docsiv keeps deleted documents for **30 days**, after which they are permanently removed. To restore a document before then, open the trash view and click **Restore**.

## Importing documents

You can bring existing files into Docsiv rather than starting from scratch. Go to **Import documents** in the sidebar.

* **Google Drive** — connect your Google account and select files directly from Drive. Docsiv converts Google Docs to Documents, Google Sheets to Sheets, and Google Slides to Presentations.
* **File upload** — drag and drop or browse for `.docx`, `.xlsx`, `.xls`, `.csv`, `.pptx`, or `.ppt` files. Docsiv converts them to native documents automatically.

See [Creating Documents](/documents/creating) for the full walkthrough.