Documsin Help Center

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Simple tips, easy guides and quick answers to keep your documents organised, safe and easy to find.

Tip of the day

Put the date first in file names

Use YYYY-MM-DD at the start (2026-09-25_Invoice.pdf) so your files always sort in the right order.

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Tips & tricks

Small habits, big difference

Easy tips anyone on your team can start using today.

01 Organising

Use one clear naming rule

Date + type + name. Everyone on the team uses the same pattern, so files are easy to read and sort.

βœ“ 2026-09-25_Invoice_ACME.pdf
βœ— scan0012 final (2).pdf
02 Organising

Keep folders shallow

Don't go more than 3 levels deep. Too many folders inside folders makes files hard to find.

Finance β€Ί 2026 β€Ί Invoices
03 Organising

Add tags, not copies

A file can live in one folder but have many tags, like "urgent", "client" or "2026". Never save the same file twice.

04 Search

Search with quotes

Put words in quotes to find the exact phrase inside your documents.

"service agreement" 2026
05 Search

Filter by type and date

Looking for last month's PDF? Filter by file type and date first and the list gets much shorter.

06 Search

Star the files you use a lot

Starred files stay at the top of your home page, so you can open them in one click.

07

Share links, not attachments

Send a link instead of emailing a file. Everyone sees the latest version and you can turn the link off at any time.

08

Give "Viewer" by default

Only give "Editor" access to people who really need to change the file. It keeps mistakes away.

09

Set an end date on client links

Links for clients or partners should stop working after a few days or weeks.

10 Security

Follow the 3-2-1 backup rule

Keep 3 copies of important files, on 2 different kinds of storage, with 1 copy in another place.

11 Security

Turn on two-step login

Add a code from your phone when you log in. Even if someone learns your password, they can't get in.

12 Security

Check who has access every month

Remove people who have left the team or finished the project. It only takes 5 minutes.

13 Scanning

Scan at 300 DPI

300 DPI is clear enough to read and search, and the files stay small.

14 Scanning

Save scans as searchable PDFs

Turn on text recognition (OCR) so you can search the words inside scanned pages.

15 Getting started

Start with your 10 most-used files

Don't move everything on day one. Upload the files you open most, invite your team, then add the rest step by step.

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Step-by-step guides

Do it right the first time

Follow these simple steps. Each guide takes less than 5 minutes.

Upload & organise your files

3 min
  1. Create your main foldersStart with departments: Finance, HR, Contracts, Projects.
  2. Drag and drop your filesDrop files or whole folders onto the page. Uploads start right away.
  3. Rename using your ruleDate + type + name, e.g. 2026-09-25_Contract_ACME.pdf
  4. Add tagsTag by client, year or status so search finds them fast.

Share safely with your team

2 min
  1. Open the folder or fileClick the share button at the top.
  2. Add people by emailType their email address or choose a team.
  3. Pick the right accessViewer to read, Editor to change, Admin for full control.
  4. Set an end date (optional)For clients, make the access stop automatically.

Get back an old version

1 min
  1. Open the fileClick the file you want to go back on.
  2. Open "Version history"You'll see every saved version, with who changed it and when.
  3. Click "Restore"The old version comes back, and the newer one is still saved too.

Scan paper with your phone

2 min
  1. Use good lightPut the page on a dark, flat surface near a window.
  2. Hold the phone straight aboveFit all 4 corners of the page on the screen.
  3. Save as PDF with text recognition (OCR)This makes the words searchable.
  4. Upload and name itPut it in the right folder with a clear name.
Monthly checklist

Is your document space healthy?

Tick off these small jobs once a month to keep your files clean, safe and easy to use.

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Common questions

Quick answers

I deleted a file by mistake. Can I get it back?

Yes. Go to Trash, find the file and click Restore. Deleted files stay in the Trash for 30 days.

What files can I upload?

PDF, Word, Excel, PowerPoint, images, text files and ZIP files. Each file can be up to 2 GB.

Why can't I open a folder someone shared with me?

You may not have access yet, or the link has expired. Ask the owner to share it again with your email address.

How do I change my password?

Click your picture at the top right, open Account settings, then Security, then Change password.

Can I use Documsin on my phone?

Yes. Documsin works in any modern browser on phones, tablets and computers.

How do I invite my team?

Go to Team, click Invite, type their email addresses and choose their role.

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β€” The Documsin Team πŸ’™