Documents Page

This functionality is available on Onshape's browser, iOS, and Android platforms.

The Documents page is the first page displayed when you sign in to your Onshape account. The exception is that Enterprise subscription users will land on the Activity page when you sign in. When on any other page in the system, you can click the Onshape logo (or your company logo) to return to the Documents page.

This page lists all of the Onshape documents you have any permission to, including just view permission. All Onshape documents have permissions that are applied automatically upon creation of the document. There's a great deal of flexibility in assigning and revoking permissions, so be sure to check out these topics for details: Share Documents (for everyone) and Understanding and Administering Project Roles and Permission Schemes (for Enterprise users and administrators).

This topic explains the anatomy of this Documents page, explains the tasks you can perform here, how to navigate it and gives a short explanation of using this page to organize and then locate your data using labels, folders, and in some cases projects, and through filters and search functionality.

The page layout is explained below, along with how to navigate and use the specific tools on the page.The platform-specific dropdowns present how to locate the functionality on each platform user interface, as they may differ slightly from each other.

Document page layout

This section presents the basic functionality and constructs of the page and the platform-specific topics below present how to use the functionality for each platform type.

The Documents page is customizable to help you view available documents with ease. When you select a filter and layout preference, Onshape displays this page that way until you change them again. For example, if you select the List view and the My Onshape filter, the next time you access the Documents page these settings will still be selected.

Screenshot of Documents Page

Documents page with a document selected and the preview visible in the Details flyout

Document thumbnails are of the last Part Studio opened, but you are able to customize this from within the Part Studio as well. The document name is in bold and the last opened workspace is in light grey beside it. The numerals below explain the matching areas of the Documents page pictured above:

  1. Onshape supplies various filters to sort documents into groups The selected filter also appears above the list of documents (to the right of the Create button). For information on filters, see Using Onshape Filters.
  2. Regardless of which filter is selected, the top of the documents list displays those documents most recently opened by the current user (Last opened by me). This section is collapsible.
  3. Buttons for:

    Share Icon Share - Open the Share dialog for the currently selected item (document, folder, or project). Use the Share dialog to assign permissions with which another user can access the selected document.

    Trashcan Icon Trash - Send the selected document to trash, removing it from the document list. Trash is automatically deleted every 30 days, or whenever an admin wants to empty it; until then you can restore documents from trash back into the document list.

    Label Icon Label - See the labels assigned to the selected document, or create a new label. You can also use the Create button to create labels. For more information on labels, see Creating and Using Labels.

    List View Icon List view - Display the document list in list view (shown above).

    Tile View Icon Tile view - Display the document list in thumbnail tile view.

  4. List of projects (for Enterprise accounts), folders, and documents. For more information on folders, see Creating and Using Folders. for more information on projects, see Understanding and Administering Project Roles and Permission Schemes.
  5. The Create button has multiple options:

    Create document icon Document - Click to create and name a new Onshape document. You are also able to create a new document using cad.onshape.com/new.

    Create folder icon Folder - Click to create and name a new Onshape folder.

    Import files icon Import files - Click to import external files into Onshape.

    Import from - Click to import files from Google Drive, Dropbox, or Microsoft OneDrive into Onshape.

    Create project iconProject - Click to open the Create new project dialog box, where you are able to specify the name, description, and permission scheme of your project, as well as who has access to it. This option is available for any user who has been granted the Global permission that enables this functionality.

    Create label icon Label - Click to create and name a new Onshape label.

    The Create button is available for all users; however, when an enterprise user has read-only access to the folder in which they are trying to create, this button is inactive.

  1. The Details flyout displays more details about the document, has a link to click to open the document, and can be toggled off with the Details button. Click this icon to toggle the flyout open and closed.

    Click the Share details icon to display the permissions on the document and the folder or project (if any) it resides within.

    Click the versions and history icon Versions and history icon to display the versions and history of the document. This panel allows you to perform all actions available through the Versions and history flyout in a document, right from this panel. For more information on how to use the Versions and history graph, see Document Management. Note that you can hover over any entry in the graph and see the description as entered into the properties for that Version. For more information on properties, see Version Manager.

    When searching on Parts, Part Studios, Drawings, or Assemblies, specifically, the Detail pane for a selected document will include a Properties icon :

    Search box, above

    Note that any Categories added to the company or enterprise are also available in the Add criteria selection box in the Advanced search dialog.

    Properties selected in the Detail flyout, above

    Click this icon to view Properties information. Click the Edit link at the top of the pane to edit properties.

    Also, if the search criteria and results include any revision history information (such as State), the Detail pane for a selected document will include a Revision history icon :

    Click this icon to view Revision history information. The revision of the selected part (in the search results) is highlighted in blue in the Revision history panel. For example, the selected "Part 1" on the left below is highlighted on the right, under Revision history:

Actions

You can use the arrow keys to navigate up and down the list of documents.

To multi-select documents:

  • Use Ctrl-click to select more than one document at a time.
  • Use Shift-click (or Shift-arrow) to select a range of documents.

When a document is highlighted, you have the ability to use the Delete key to move the document to Trash. You are also able to use the context menu to access more commands:

  • Open - Open the document.
  • Open in new browser tab
  • Versions and history - View a list of all the versions of a particular document. For more information, see Document Management.
  • Labels - Select labels to apply to the selected document(s).
  • Share - Share a private document with other users, and assign permissions per user. Send an email link to your document to any person. If they are an Onshape user, they can click the link and open the document in Onshape. If they are not yet a user, the document opens in View-only mode. For more information, see Share Documents.
  • Move to - Move the selected document or folder to a folder. You can also use drag and drop for this action.
  • Transfer ownership - Transfer the ownership of the document to an individual or a company.
  • Rename document - Provide a new name for the document.
  • Copy workspace - Make a copy of the document default workspace. Copies are placed in the same folder as the document being copied, if you have Edit permission on the folder. If you do not have Edit permission on the folder, the copy is placed at the root level of your Onshape account which is My Onshape.
  • Details/Hide details - Show or hide the Details flyout.
  • Make public - Available only for private documents; makes the document publicly available to all Onshape users in view-only mode.
  • Send to trash / Send selected to trash - This option changes depending on selection of documents:
    • Send to trash - Move the single currently-selected document to trash.
    • Send selected to trash - Move the multiple-selected documents to trash.

    You are also able to use drag and drop to delete items.

    Once in Trash, a document can be Restored or Deleted (individually), or you can use the Empty trash button to delete all documents from Trash at once.

  • Remove from recently opened - Remove the document from your Recently opened filter.

The actions available to you may change based on permissions.

Selecting documents and opening documents

Selecting a document results in the document being highlighted in the list of documents and when the Details flyout is open, the Details of that document are displayed. Click anywhere in the tile or the table row to select a document. The background of the document name turns blue when the document is selected.

By contrast, to open a document, click the actual document name either in the table or the tile. When you have the cursor positioned correctly, the document name is underlined.

Thumbnail images and Detail pane size

To change the thumbnail that is displayed, open the document, right-click on the tab you wish to use as the thumbnail and click Select as document thumbnail. Keep the following in mind:

  • If the tab selected is deleted or moved to another document, the thumbnail reverts to the most recently opened tab.
  • Edit permission on the document is required in order to select a new thumbnail.

To adjust the size of the Details flyout and the documents list, place your cursor on the splitter bar between them, then click and drag either left or right. Keep in mind:

  • The Details flyout can be resized no smaller than 340px.
  • Once the Details flyout is resized, the new position of the splitter bar will be maintained when the flyout is opened again, and when the you sign in again.

While in the My Onshape filter, the top of the window displays thumbnails of the last few documents opened by you (regardless of ownership). As many thumbnails are shown as will fit in the window at the time.

Searching

Use the search bar at the top of the Documents page to search for a document within the active filter, as stated in the search bar:

Search bar

Use the down arrow in the Search bar to activate an advanced search menu to search for an Onshape tab type (Document, Part, Part Studio, Assembly, Drawing, or all types) within the active filter and refine the search using additional relevant search criteria.

For more information on what additional search criteria may be used, see the topic Advanced search.

When using the search box to search for a document, the search is conducted within the currently selected filter

Notifications

The upper-right side of the title bar includes a bell icon indicating notifications (when there are notifications). A number beside the icon indicates unread notifications. Notifications are automatically deleted after 14 days, whether they are read or not.

Notifications

Notifications may include:

  • A comment on the document - Open to read and mark as read
  • Status of an upload - Open to read (mark as read, or delete)
  • Status of an export - Open to read (mark as read, or delete)
  • Workspace status - If the workspace falls out of date with the most current Onshape release, it is noted here. An out of date workspace could be the result of: 
    • Branching from a version created before the last update
    • Restoring to a version created before the last update

    Information about updating is displayed.

 


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Last Updated: November 13, 2020