The library of every filed document — folders, filters, sharing, and a way back to the record each file belongs to
The Document Center is where every filed document in Zeno lives, whichever module put it there. Open Documents from More in the sidebar.Folders are where someone put a file. The filters and the facet rail answer the other question — what the file is — so you can find something without remembering where it was filed.
Search in the toolbar matches names and extracted content.
The rail on the left lists your folders, plus Modules and Types with a count beside each. Click one to narrow; click it again to clear. Counts apply every filter except the one they’re counting, so the numbers hold still as you click through. Long lists collapse to seven rows with Show N more.
Filters hides behind a disclosure in the toolbar, with a count when any are active. It holds Module, Status (All, Parsed, Filed, Pending, Errors), Type, and Date.
Date picks the field as well as the range. Uploaded, Filed, and Updated are different questions. Ranges are Any time, Last 7 / 30 / 90 days, This year, or a custom span.
Clear all filters at the bottom of the filter panel resets everything at once.Switch between list and grid with the toggle at the right of the toolbar.
Create, rename, and delete folders from the rail’s ⋯ menu or from the breadcrumb above the pane. New subfolder nests under the folder you’re standing in.Drag documents onto a folder to move them. To move several, select them and use Move in the bulk bar, or Move to… on a single document.Deleting a folder never trashes what’s in it — the contents re-parent to the level above.
Share externally… on a document — or on a folder, from its ⋯ menu — creates a link for someone without a Zeno login.Set an expiry (7, 30, or 90 days, or never), optionally a passcode, and whether the recipient can download or only view. Enter an email address to have Zeno send it, or copy the link and send it yourself. The passcode is never included in the email — send it separately.
The link is shown once, on creation. Copy it then; Zeno stores only a fingerprint. If you lose it, revoke the link and make a new one.
Revoke share link appears on any shared document’s menu, and ⋯ → Manage share links… in the toolbar opens the full list of live links.
Upload in the toolbar drops files straight into the folder you’re standing in. These skip the Inbox review queue — set the type yourself with Set type if Zeno’s guess needs correcting.
