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Optimaite

Library & Document Management

2 min readUpdated May 27, 2026Auch auf Deutsch verfuegbar

Library (/library) is your centralized document hub — every document, sheet, slide, and file in your workspace accessible from one place.

Library Views

Switch between views:

  • Grid — visual thumbnail cards for quick scanning
  • List — compact table with metadata (name, type, modified date, owner)
  • Recent — documents you've recently opened or edited

Search & Filters

  • Full-text search — search across document content, not just filenames
  • Type filter — show only documents, sheets, slides, or other artifact types
  • Date filter — by creation or modification date
  • Owner filter — filter by team member
  • Tags — apply and filter by custom tags

Document Actions

From any document in the library:

  • Open — launch the appropriate editor (document, slides, sheets)
  • Duplicate — create a copy
  • Move — relocate to a different folder
  • Rename — update the title
  • Share — generate a shareable link or invite collaborators
  • Export — download as DOCX, PDF, XLSX, or PPTX
  • Delete — move to trash (recoverable for 30 days)

File Organization

Organize documents with folders in the Workspace Explorer (sidebar file tree):

  • Create nested folder hierarchies
  • Drag and drop to reorder
  • Right-click for folder actions

Press P from anywhere to open Quick Open — start typing a filename to jump directly to it.

Next Steps

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