Click SIGN IN at visiodocs.com and log in with your Microsoft or Google account (no sign-up needed), or click Sign up with Email to create an email login. Then click New Project to create your first project and add your documents. For a tour of the layout and main features, open Help → Guided Tour... in the user menu inside a project.Get started videoSee get started video below:

You can log in with Microsoft or Google (no sign-up needed), or sign up with email and password. Facebook login is no longer offered.If your firm has a Visiodocs agreement, log in with your work email using the method your firm has chosen; you then get your firm's licence while it has licences left. Use "Keep me logged in" only when you are the only user of the computer or device.

Click the user icon in the top right and click your name to open User Account.Click Add authentication..., then OK.On the Add Authentication page, choose Microsoft, Google or Log in with Email, and complete the login.Once the new login works, you can remove the old one: open User Account again and click Delete... next to it.If your firm has fixed the login method for your email domain, the dialog says "Authentication method is fixed for this email domain." and you cannot add or change logins.

On your Windows or Mac computer, open app.visiodocs.com in Google Chrome or Microsoft Edge, then use the browser's "Install" or "Create shortcut" option. Phones and tablets are not currently supported.

The Project Dashboard is the first screen you see after login. Click New Project to create a project, click a project to open it, use Filter projects... to find one by name, and click the sort control to sort by Title, Created or Viewed. Hover over a project to see its icons:Delete project (owner) or Delete project membership (other members)Expiration date (owner only)Rename project (owner only)Copy project (members with edit rights)Share projectProject settings (owner only) — opens Project Options, where you set the date search options: date orders, languages and the earliest/latest year to accept as a dateA member icon next to a shared project shows its members and pending invitations when you hover over it. Expired projects are shown in red to their owner.

Sharing a project requires a Visiodocs Professional subscription for the project owner.Hover over the project on the dashboard and click the Share project icon, or click the sharing icon in the status line inside the project.In Share Project, type the email address in the Add email... field (separate several addresses with commas).Tick Can Edit if the member may add, delete and move documents; leave it unticked for read-only access.Click OK. Your email program opens with an invitation for you to send.Notes:All members see all content. Only the owner can change sharing settings; other members can open the dialog to see who has access.If your firm's email domain is registered with Visiodocs, you are warned when you share with someone outside your organization's email domain.The invited person must sign up with the invited email address. Email/password accounts get access after verifying their email.Users on the free Basic plan cannot add annotations to projects owned by colleagues in their own firm; that requires Professional.To remove a member, click the remove (x) next to them and click OK. Their annotations are kept and shown with "(former)" after their name.On the dashboard, the member icon next to a shared project shows its members and pending invitations when you hover over it.

The Main Workspace is where you work with documents. It has three panels: Document List (left, for navigation), Document Workspace (center, for viewing and annotating), and Annotation List (right, for managing annotations). The side panels can be resized or hidden via their drag handles. The toolbar and status bar provide access to the Project Dashboard, account settings, and project/folder switching.

The Document List is the left panel in the Main Workspace and your central navigation point for documents. Add documents by drag-and-drop or the + box. Reorder by dragging (hold down on touchscreens), select ranges with Shift-click, and rename titles inline. The toolbar offers search, tagging, downloads, bundles and folder management. The Document list options (...) menu above the list holds actions for selected documents (Batch-edit, Omit, OCR, Date options, Sort by, Organize) and list settings (Add section header, Show columns, Advanced).

The Document Workspace is the center panel where you view and annotate documents. Scroll with the mouse wheel, zoom with Ctrl/Cmd + wheel (or + / - keys), navigate pages with Page Up/Down and Home/End, and use toolbar buttons for page orientation, page layout (single, two pages, cover), split marks, and opening documents .

The Annotation List is the right panel in the Main Workspace. It shows the annotations in the project, the current folder or the current document (choose under Scope), and clicking one jumps to its location.Filter by comment text, color, category, creator or scope. Choose which filters to show under "Show search properties".Sort by Documents (position in the documents) or by Category.Tag several annotations at once: select them and use the tag button ("TAG ANNOTATIONS") above the list.Annotations or Redactions: click the "Annotations" heading and choose Redactions to switch the list to pending redaction marks.Options (...) for selected annotations: Delete... removes the annotations; Delete comments... removes only their comments.The Download icon above the list exports the listed annotations as an Annotation Report (Word file).

Drag and drop files into the document list, or click the + box at the end of the list to open your file finder. To add files at a specific position, right-click a document and choose "Insert new documents...". Supported formats are automatically converted to PDF. You cannot import ZIP folders directly.When you add files, the "Document Date" dialog asks how to set each document's date: read it from the file name, leave it empty, or use the file's date. If you dropped emails, the "Email to PDF Options" dialog comes first. Click Cancel in either dialog to stop the import.

Visiodocs accepts PDF, documents (.doc, .docx, .odt), presentations (.ppt, .pptx, .odp), spreadsheets (.xls, .xlsx, .ods), images (.jpg, .jpeg, .png, .tif, .tiff) and emails (.eml, .msg). All non-PDF formats are automatically converted to PDF. Some organisation accounts are set up to accept PDF files only.

Content search looks in the text of your documents and ignores upper and lower case. A search word also matches inside longer words, so "contract" also finds "subcontract". If you type several words, they must appear together as a phrase, in that order, on the same page.Single letters are ignored, and / \ - are treated as spaces. For dates, use the calendar icon (date search). Scanned PDFs may have no text or messy text, so run OCR on them first.

Open the search tool above the document list. Use the (...) menu to select search options. Note: when importing documents, Visiodocs indexes materials — wait for the spinner to stop before searching.

After indexing completes, click the calendar icon to find all dates in documents. Click a line to highlight the date in the viewer. Note: time formats (e.g. 12.12.20) may be confused with dates.When highlighting a document the first 10 lines with dates will show. If you click a line, then the date will be highlighted in the viewer in the right side of your interface.

Select the documents you want in the chronology.Click Search in the toolbar. In the Content row of the search pane, click the calendar icon ("Search for dates in documents"). If the Content row is not shown, tick Content in the search pane's (...) Search options.Click the edit-calendar icon next to it ("Update each document's date from content (first date found)") and confirm. Each selected document gets the first date found in its content.If the first date is wrong for a document, hover over the correct date in that document's search results and click its edit-calendar icon ("Update the document's date from content").Put the documents in date order: Document list options (...) > Sort by > Date.

You create a new project and name it "Project Template" or similar. Then you set-up you template, as follows:1. Add and name your favorite folders 2. Add section headers3. Rename colors and add the categories you normally use4. Set-up a new project using your templateWhen hoovering over a project in the dashboard a copy project icon will appear. Make a copy and rename your new project. Untick Include markups and comments in the new project if you don't want the template's annotations copied, then click OK.Drag files into your project folder and begin working!

On the dashboard, hover over the project and click the Copy project icon.In the Copy Project dialog, enter the New project name.Choose whether to keep Include markups and comments in the new project ticked (it is ticked by default).Click OK.Members who only have read access to a project cannot copy it.

Yes.Select the documents in the Document List.Click the Download icon in the toolbar and choose Selected documents...In the Download Documents dialog, tick "Compress into a single ZIP file" and click Download.The ZIP option is unavailable when the selected files together exceed 0.5 GB.

The new owner must already be a project member with Can Edit ticked, and must have a Visiodocs Professional subscription. Share the project with them first if needed (see "How do I share a project?").Open the sharing dialog: hover over the project on the dashboard and click the Share project icon, or click the sharing icon in the status line inside the project.Click Change project owner....Under New owner, select the member. Members without a Professional subscription are greyed out and marked "requires a Professional subscription".Click OK and confirm.You keep read/write access to the project but lose management rights (only the owner can change sharing settings). The browser tab refreshes once the change is saved.Important: transfer ownership of any projects you want to keep before you delete your account. Once your account is deleted this can no longer be done, and projects you still own may be lost.

Each project can hold up to 5,000 documents and 60,000 pages. You can upload at most 100 Office files at a time, and each annotation can hold up to 100 comments.Your account's total storage depends on your plan:Free: 1 GB and 25 documentsProfessional: 25 GB and 100,000 documentsSee your remaining storage in User Account (user icon → your name).

The maximum is 60,000 pages per project. Once a project has passed it, you cannot add or copy more documents into it; Visiodocs tells you how many pages the project is over. Very large projects also make content search slower.The page count is computed in the cloud, so it can lag behind after bulk uploads. The "docs / pp" counter below the document list shows the current folder only (and respects any applied filters), not the whole project.

Project expiration is a reminder feature — nothing is deleted automatically. Only project owners can set expiration dates, either in the New Project dialog or later via the calendar icon that appears when you hover over the project on the Dashboard. The date can be at most 3 years ahead, unless your firm has set a different maximum. Your firm can also make an expiration date required for new projects, with a default date filled in.Expired projects are shown in red to their owner, and after login the Dashboard lists your expired projects and asks you to delete them or extend their expiration date.

Yes — Visiodocs is not an archiving system. PDFs look the same, but the files can differ:Encryption is removed on download.Documents are converted to PDF/A if you tick "Save files as PDF/A" in the Download Documents dialog (the conversion is permanent).Annotations and comments are added if you tick "Include markups" or "Include comments".Redacted documents download in their redacted form.Accounts without a Professional licence get a "Downloaded from" watermark.Office documents (Word, Excel) are downloaded as PDF equivalents, and emails are converted to PDFs based on the settings chosen at upload time.

Red titles mean Visiodocs cannot open the file. Three common causes: (1) a temporary loading issue — right-click the document and use the Error info button to retry; (2) the file was corrupted during upload — re-upload it; (3) the original file is already damaged — get a working copy and upload that instead.

On Apple devices use ⌥ Option instead of Alt and ⌘ instead of Ctrl. On Windows keyboards, AltGr can substitute for Alt. Shortcut letters are based on the US QWERTY layout — some letters may differ on other layouts.Panels and generalAlt + F: show/hide the folder panelAlt + R: show/hide the annotation panelAlt + S: show/hide the search panelAlt + P: go to the project listAlt + U: show/hide the user guideAlt + T: change color themeDocument viewerPage Up, Left or Up arrow: previous page; Page Down, Right or Down arrow: next pageHome / End: first / last page+ / -: zoom in / outAlt + Z: switch zoom mode (fit page width / fit full page)Alt + L: change page layout (Shift + Alt + L goes back)Alt + O: rotate the page 90° clockwise; Shift + Alt + O: counterclockwiseCtrl + C: copy selected document text (Copy Content tool)Annotations and split marksAlt + A: turn the annotation tool on/offShift + Up / Down arrow: previous / next annotation in the listAlt + M: split mark on/off for the current pageAlt + N: Split document...Alt + D: Delete pages...

Visiodocs automatically backs up all projects every 24 hours (if they have been opened) and keeps the last 30 days of backups. You can restore your data yourself — there is no need to contact support.To open the restore dialog, click the user icon in the top right, click your name to open User Account, and click Restore a backup....In the Restore Project dialog, choose what to restore:Restore documents — scans a project you own for missing PDF files and recovers them from backup. Use this if document titles appear in red or PDFs fail to open. This option does not change project data or user settings.Project data — restores the entire project structure (collections, documents, metadata) to the state it was in at the selected backup time. Any changes made after that backup will be lost. You can also restore deleted projects this way — projects no longer in your database are marked with ***, and the currently open project is marked with +++.User settings — restores your personal preferences to a previous backup. Does not affect project data or files.For "Project data" and "User settings" you also pick the backup version (timestamp) to restore from, then click OK. Restores can take a while for large projects — leave the dialog open until it finishes.

Supported operating systems: Windows 10 or later, and macOS 15 (Sequoia) or later.Supported browsers: Google Chrome (recommended) and Microsoft Edge (Chromium-based).Not supported: phones and tablets, Linux, and other browsers such as Safari, Firefox, Opera, Brave, Vivaldi, Internet Explorer or legacy Edge. On an unsupported system or browser the login page shows "This operating system and/or web browser is not supported by Visiodocs!" and you cannot log in.

If you use a non-Apple mouse (e.g. a Logitech mouse), macOS may show unnecessary scrollbars in dialogs. Fix it in System Settings > Appearance by setting "Show scroll bars" to "When scrolling".

Visiodocs Professional is invoiced as a yearly subscription per user, and firms can have an Enterprise agreement. Contact sales@visiodocs.com to upgrade or for an Enterprise quote, and compare plans at visiodocs.com/pricing.To see your plan, open the user menu and click Subscription.... If you pay by card through Paddle, the same dialog has Subscription details..., Send Order History email..., Upgrade to the Professional plan..., Update Payment/Card info... and Cancel future subscriptions.... Visiodocs also has a Free plan.

Click the user icon in the top right, then click your name to open the User Account dialog. There you can:See when your account was created.Sign up for feature update emails with Email me about new features... (shown only if you are not already signed up).Manage your logins: Add authentication..., and Delete... a login when you have more than one.If you log in with email and password: Change email..., Change password... and Change name....See your available storage (and, without a paid subscription, how many more documents you can add).Rebuild project search index ... for the selected project (members with edit rights only).Restore a backup... of your projects or user settings.Delete Visiodocs account...The user menu also has Subscription... (your plan), Help and Log out. Inside a project it also has Options: Color theme, List text size, Annotation List color, Date format, Time format, Ask for date on upload, Ask for email options on upload, Ask when bundling selected documents, Reset display options and Fullscreen.

Click the folder icon in the toolbar. Its menu lists the project's folders and has New..., Rename..., Copy... and Delete.... Rename, Copy and Delete act on the folder you are in.Copy...: keep Include markups and comments in the new folder ticked to copy the annotations too.Delete...: deletes the folder and its documents permanently. Everyone in the project is moved to another folder.Two folders cannot have the same name. Read-only members cannot change folders.

On the dashboard, hover over the project, click the Delete project icon and click OK.If you own the project, it is deleted for all members. Its backups are kept for 30 days, so you can restore it from User Account > Restore a backup..., unless you tick Delete all project backups.If someone else owns it, only your membership is removed; your annotations and comments stay visible to the other members.A project cannot be deleted while OCR or search indexing is running.

Select the documents in the Document List.Open Document list options (...) > Organize > Move to folder... or Copy to folder...Choose the target folder and click OK.Keep Include markups and comments ticked to bring the annotations along. If you untick it when moving, all members' markups and comments on these documents are deleted; stamps and overlays are kept. The project needs at least two folders, and read-only members cannot move or copy documents.

Reload the page in your browser. If Visiodocs still looks wrong, open the user menu inside a project and choose Options > Reset display options. This resets your display settings in this browser and reloads the app; your projects and documents are not affected.

Click the document in the Document List, then click its title and type the new name. Press Enter to save or Esc to cancel. The uploaded file keeps its original file name.To go back to the original file name, select the documents and choose Document list options (...) > Batch-edit..., choose Restore to file names under Edit by, then click Edit.

Click the round icon next to Document list options (...) at the top of the Document List to switch the selection: when nothing is selected, a click selects all listed documents; otherwise a click deselects them. The icon shows the current state:Empty circle: nothing is selected.Circle with a dot: some documents are selected.Circle with a tick: all documents are selected.Documents hidden by a search filter keep their selection. The Annotation List has the same icon next to its Options (...), but there it selects only the listed annotations, and unselecting clears all of them, hidden ones included.

Select the documents to sort.Open Document list options (...) > Sort by. Tick Reverse order first for descending order.Choose Title, Date, Exhibit 1, Exhibit 2 or OCR Status.Only the selected documents are sorted, within their section headers. Sorting by created or modified date is not available. Read-only members cannot sort.

Right-click a document in the Document List (or click its ⋮ icon):Insert new documents...: upload files at this position.Insert section header: add a section header here.Insert selected documents: move the selected documents to just above this one.Copy > With annotations / Without annotations: copy the document.Delete...: delete the document permanently.To download a document, use the Download icon in the toolbar instead.

When there is news, a lightbulb appears in the top bar inside a project; click it to open What's New. You can also open it from the user menu: Help > What's New. Click Got it to close it.

Your country decides where your data is stored: in North America for the United States and Canada, in Europe for the other countries. Visiodocs suggests a country from which you connect; pick another under Select your country if it is wrong, then click Confirm. The country cannot be changed later in the app.Tick the box under Stay Updated with Visiodocs to get emails about new features. You can also sign up later in the User Account.

For quick "how do I…" questions, use Help Chat: click the chat icon in the top bar, or open Help → Help Chat in the user menu. Support information is also at https://www.visiodocs.com/support.Email support@visiodocs.com for technical issues. For account/billing questions, contact sales@visiodocs.com. Include browser console logs, reproduction steps, error messages, browser version, and OS when reporting bugs.

Select the documents in the document list.Open Document list options (...) > Date options.Choose:Mark as undated — the Date column shows "Undated". The document keeps its date, so choosing Mark as undated again for the same documents removes the mark and shows the date again.Delete date — removes the date and any Undated mark, leaving the Date column empty.Typing a date in the Date column also removes the Undated mark. When you sort by date (Document list options (...) > Sort by > Date), dated documents come first, then documents marked Undated, then documents without a date.In the index of a bundle made with the new Bundler, the date column shows "Undated" ("Udateret" when the index is in Danish). The classic Bundler ignores the mark and shows the document's date, if any.

Only the project owner can change these settings.On the dashboard, click the gear icon ("Project settings") on the project.In "Project Options" > "Date search options", choose:Year/Month/Day orders — YMD, DMY, MDY, and the month-name variants DMY_NAMED and MDY_NAMED. Select at least one.Languages — the languages of month names to recognise, up to 4.Earliest year to accept as date and Latest year to accept as date.Click OK and confirm.The content search index is then rebuilt, which can take some time. You can keep using the old index until the new one is ready. Selecting both DMY and MDY can give confusing results: 7/4/2024 is found as both 7 April and 4 July. Selecting more than one language can find a date more than once when a month name is spelled the same in several languages (for example "April").

When you add files, the "Document Date" dialog asks how the date of the added documents is set:Read the date from the file name — finds a date in each file name. Tick "Remove date from title" to also take the date out of the document title. Choose a "Date order" (Automatic, Year first, Day first, Month first, Day and month name, or Month name and day) and a "Month language" for month names.No date — leave the date column emptyUse the file's date (last modified)Tick "Write Undated as date text if no date is found" to mark documents without a date as Undated. The preview table shows each document's title and date before you click OK. Click Cancel to stop the upload.If you tick "Don't show this dialog again", your last choice is applied automatically to later uploads. To get the dialog back, open your user menu > Options and tick "Ask for date on upload".

Help Chat answers your "how do I…" questions about Visiodocs from the Visiodocs help content.To open it, click the chat icon in the top bar, or open the user menu and choose Help → Help Chat. You can ask in any language, but answers will be in English.To see recent new features, click the lightbulb icon in the top bar (shown when there is news you haven't read), or choose Help → What's New in the user menu.