Perform other actions in the document

Rename a document

By default, the name of the document is “Document”, however you can rename the document as per your choice.

To rename the document, follow these steps:

1. Click the three dots icon on the header section of the document. A list of options is displayed as shown in the preceding image.
2. Click Rename from the options. You can modify the name on the header.

Copy the document link and share it with other users

You can copy the link of a document and share it with other users.

To copy the document link, follow these steps:

1. Click the three dots icon on the header section of the document. A list of options is displayed as shown in the preceding image.
2. Click Copy link from the options. Your link is copied and can be shared with other users.

Share and assign permissions to the document

You can assign permissions and share a document with other members.

To share and assign permissions, follow these steps:

1. Click the three dots icon on the header section of the document. A list of options is displayed as shown in the preceding image. Click Sharing and permissions from the options. The Sharing and permissions dialog is displayed.
2. Click the “Shared with Everyone in the workspace” toggle button if you want to share the document with everyone.
3. Click Invite users to add a user to a document. The Invite users dialog is displayed. Add the name of the required member to share a document. The member is added and can be viewed in the All Users section.
4. Click the Role link corresponding to the username and set access levels to the users. The following access levels are available:
   • Full access: You can invite other users, change access, and modify board preferences.
   • Editor: You can only edit and collaborate on this board.
   • Viewer: You can only view the document.
5. Click Done to save changes.

Export the document as PDF

You can export a document and save it for your future reference.

To export a document as PDF, follow these steps:

1. Click the three dots icon on the header section of the document. A list of options is displayed as shown in the preceding image.
2. Click Export as PDF from the options. The exporting process starts, and your document is exported to your downloads folder.

Print the document

You can print the document and have a hard copy for future reference.

To print the document, follow these steps:

1. Click the three dots icon on the header section of the document. A list of options is displayed as shown in the preceding image.
2. Click Print from the options. The Print preview page is displayed.
3. Select the required options and click Save.

Delete the document

You can delete your document if you no longer require it.

To delete a document, follow these steps:

1. Click the three dots icon on the header section of the document. A list of options is displayed as shown in the preceding image.
2. Click Delete from the options. A confirmation message is displayed. Click Ok to delete and continue with deletion process.

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