Document Actions
Access powerful document management features through the action menu. Preview files, track changes, download documents, and view detailed metadata.
Document Action Menu
Every document in your dashboard has an action menu (⋮) that provides quick access to common operations.
How to access:
- Navigate to your dashboard
- Find any document in the list
- Click the three-dot menu (⋮) icon
- Select the action you want to perform
Available Actions:
- Preview document
- View version history & activity
- Download document
- Open in Google Docs
- Copy filename
- View file information
Quick Info:
- File type icon (color-coded)
- Created date & author
- Last modified date & author
- File size
- Sharing status
Document Preview
Preview Google Docs, Sheets, and Slides directly within Pockett without leaving the dashboard.
How to preview:
- Click the three-dot menu (⋮) next to any document
- Select "Preview"
- The document opens in a side drawer with full Google Docs viewer
- Use the toolbar to zoom, navigate pages, or open in Google Docs
Preview Limitations
Preview mode is read-only. To edit the document, click "Open in Google Docs" from the preview drawer.
Some file types (PDFs, images) may have limited preview functionality depending on Google Drive's viewer capabilities.
Version History & Activity
Track all changes to your documents with comprehensive activity timeline and version history.
Activity Tab
Chronological timeline of all document events:
- Document creation
- Edits and modifications
- Renames and moves
- Sharing permission changes
Version History
Access and restore previous versions:
- View all saved revisions
- See who made each change
- Download specific versions
- Compare changes over time
How to access:
- Click the three-dot menu (⋮) next to any document
- Select "Version History"
- Use the tabs to switch between Activity and History
Setup Required for User Names
To see actual user names in the Activity tab (instead of "User"), you'll need to reconnect your Google Drive with additional permissions.
Secure Downloads
Download documents and specific versions directly through Pockett's secure proxy.
Download options:
- Current version: Click the three-dot menu → "Download"
- Specific version: Open Version History → Click download icon next to any revision
- Format conversion: Google Docs are automatically converted to appropriate formats (Docs → .docx, Sheets → .xlsx, Slides → .pptx)
Bulk Downloads
Coming soon: Ability to download multiple documents at once as a ZIP archive.
File Information
View detailed information about each document directly from the action menu.
Information displayed:
- File type: Color-coded icon indicating document type
- Created: Date and author who created the document
- Modified: Last modification date and author
- File size: Document size in human-readable format
- Sharing status: Public, shared, or private
- Full filename: Hover to see complete filename, click to copy
Copy Filename
Click the filename in the action menu to copy it to your clipboard. Useful for referencing documents in other tools or documentation.
File Type Icons
Documents are color-coded by type for easy identification.
Quick Reference
Filter Documents
Use the filter dropdown in the dashboard to show only specific file types (Docs, Sheets, Slides, PDFs, etc.).
Search
Use the search bar to find documents by name. Supports real-time filtering as you type.
Keyboard Shortcuts
Press Esc to close preview or version history drawers.
Bulk Actions
Coming soon: Select multiple documents and perform actions on all of them at once.