Doc Default Opening Settings

What does it do? 

Set a document as a Page view, Cards mode, or Mind Map so that it opens in this format every time. 


Set Default Opening Format

  1. Go to the Docs widget 
    1. In Simplified or Hybrid layout this will be found under the Project Info & Docs icon on the left sidebar
    2. For instructions on how to open the docs widget see Open a Widget.
  2. Select the three dots to the right of the document name.
    1. Dots will appear when the mouse is hovered over the document name.
  3. Select Default open setting > [format]
    1. Page
    2. Cards
    3. Mind Map

OR

  1. Go to Portfolio
    1. Select the portfolio (folder) icon OR go to File > Open Project
  2. Select the appropriate project.
    1. You will see all of the docs for the project on the right of the portfolio window
  3. Select the three dots to the right of the document name.
    1. Dots will appear when the mouse is hovered over the document name.
  4. Select Default open setting > [format]
    1. Page
    2. Cards
    3. Mind Map

View of three dots visible when hovered over

View of options available for each doc

View of Docs with opening settings changed to Cards mode and Mind Map

Default opening settings can be identified by the icon to the left of the document name.

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