What does pinning a document do in QuoteCloud?

Pinning a document keeps it at the top of your document list, making it easier to locate important files.

How do I pin a document?

Hover over the document, click the ellipsis (...) menu, and select Pin Document.

Where can I find the Pin Document option?

The Pin Document option is available in the document actions menu that appears when you click the ellipsis (...) beside a document.

Can I pin multiple documents?

Yes. You can pin multiple important documents, allowing them to remain easily accessible within your document list.

How do I know if a document has been pinned?

After pinning, the document moves to the top of the document table, indicating that it has been successfully pinned.

Why should I pin documents?

Pinning helps you quickly access frequently used, high-priority, or active documents without searching through long lists.

Can I unpin a document later?

Yes. Pinned documents can be unpinned through the same document actions menu when they are no longer needed at the top of the list.

Does pinning a document affect document sharing or permissions?

No. Pinning only changes how the document is displayed in your document list and does not affect sharing settings, permissions, or document content.

Pin a Document | QuoteCloud

Pin a Document

Learn how to pin important documents in QuoteCloud so they remain easily accessible at the top of your document list.

Steps to pin a document

Locate the document

Find the document you want to pin within your Documents list.

Hover over the document

Move your cursor over the document row. An ellipsis (...) menu will appear on the right side of the table.

Open document options

Click the ellipsis (...) button to display additional document actions.

Select Pin Document

From the dropdown menu, click Pin Document to pin the selected document.

Confirm the document is pinned

The pinned document will automatically move to the top of your document table for faster access.

Pin a Document

Pin a Document

Steps to pin a document

Locate the document

Hover over the document

Open document options

Select Pin Document

Confirm the document is pinned

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Pin a Document

Pin a Document

Steps to pin a document

Locate the document

Hover over the document

Open document options

Select Pin Document

Confirm the document is pinned

What does pinning a document do in QuoteCloud?+

How do I pin a document?+

Where can I find the Pin Document option?+

Can I pin multiple documents?+

How do I know if a document has been pinned?+

Why should I pin documents?+

Can I unpin a document later?+

Does pinning a document affect document sharing or permissions?+