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Amruth Pillai
d46b4b5815
Rewrite every guide for the redesigned app, add guides for new features (documents, editor modes, check, cover letters, assistant, applications, self-hosting upgrade and environment reference), remove v5-only pages with redirects, and replace every screenshot.
140 lines
8.1 KiB
Plaintext
140 lines
8.1 KiB
Plaintext
---
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title: "Managing your documents"
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description: "Find, sort, rename, duplicate, lock and remove your resumes and cover letters from the Documents page in Reactive Resume."
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---
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**Documents** is the page you see after signing in. It holds every resume and cover letter in your account, so you can keep one version per role, company or language and find the right one fast.
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<Frame caption="Documents in grid view">
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<img src="/images/guides/managing-documents/documents-grid.webp" alt="The Documents page with All, Resumes and Letters tabs, a search field, a sort menu, grid and list buttons, tag chips, and four document cards" />
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</Frame>
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Each card shows the document's first page, its name, its type and when you last edited it. A card made on this device that you haven't opened yet has a **New** badge, and a locked document shows a lock icon. If a document is linked to a job application, the company name appears under it.
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## Open a document
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Select a card (or a name in list view) to open it. Resumes open in the resume editor and cover letters in the letter editor. You can also open the card's **⋯** menu and choose **Open**.
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## Find a document
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Use the controls above your documents:
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<Frame caption="Type tabs, search, sort and view">
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<img src="/images/guides/managing-documents/documents-toolbar.webp" alt="The Documents toolbar with All 4, Resumes 3 and Letters 1 tabs, a Search field showing the slash shortcut, a Last edited sort menu, grid and list buttons, and tag chips below" />
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</Frame>
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- **All**, **Resumes** and **Letters** show one type at a time. Each tab shows how many documents it holds.
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- **Search** matches document names, tags, and the company or role of a linked application. Press <kbd>/</kbd> anywhere on the page to jump to it.
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- The sort menu orders documents by **Last edited** (the default), **Name** or **Created**.
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- Tag chips appear once any document has a tag. See [Organizing documents with tags](/guides/organizing-with-tags).
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If nothing matches, select **Clear search and filters** to see everything again.
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<Tip>
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The page address keeps your tab, search, tags and sort, so you can bookmark a filtered view. To search across documents and applications from anywhere in the app, use the [command bar](/guides/using-the-command-bar).
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</Tip>
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## Switch between grid and list
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Use the two buttons at the right of the toolbar. The grid shows page previews. The list is denser, with **Name**, **Type**, **Application** and **Edited** columns. Reactive Resume remembers your choice on this device.
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<Frame caption="Documents in list view">
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<img src="/images/guides/managing-documents/documents-list-view.webp" alt="Documents in list view with columns for Name, Type, Application and Edited, and a menu button at the end of each row" />
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</Frame>
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## Use the document menu
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Every card and row has a **⋯** menu. You can also right-click a card or row (or press and hold on a touch screen) to open the same menu.
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<Frame caption="The ⋯ menu for a resume">
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<img src="/images/guides/managing-documents/document-options-menu.webp" alt="The options menu for Game Developer Resume with Open, Rename, Duplicate, Copy for a job, Tags, Lock editing and Move to Trash" />
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</Frame>
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| Item | What it does |
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| --- | --- |
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| **Open** | Opens the document in its editor. |
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| **Rename** | Lets you edit the name in place. |
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| **Duplicate** | Makes a copy named "… (copy)" with the same tags. |
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| **Copy for a job…** | Resumes only. Makes a copy linked to a job application. |
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| **Link to application…** | Letters only. Links the letter to one of your open applications, or unlinks it. |
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| **Tags…** | Adds or removes tags. |
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| **Lock editing** / **Unlock** | Protects the document from changes, or allows them again. |
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| **Move to Trash** | Moves the document to Trash, where you can restore it for 30 days. |
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## Rename a document
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<Steps>
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<Step title="Choose Rename">
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Open the document's **⋯** menu and choose **Rename**. The name turns into a text field with the current name selected.
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<Frame caption="Renaming a document in place">
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<img src="/images/guides/managing-documents/rename-inline.webp" alt="A document card with its name field in edit mode showing Unity Developer Resume" />
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</Frame>
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</Step>
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<Step title="Type the new name">
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Names can be up to 100 characters.
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</Step>
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<Step title="Save or cancel">
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Press <kbd>Enter</kbd> or click elsewhere to save. Press <kbd>Esc</kbd> to keep the old name.
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</Step>
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</Steps>
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A new blank resume takes its name from its headline until you rename it. After you rename it, the name stays as you typed it.
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## Duplicate a document
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Choose **Duplicate** to make a separate copy. The copy is named "*name* (copy)" and keeps the original's tags. The copy appears at the top of the list with a **New** badge. Editing the copy never changes the original.
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Duplicating is useful when you want a short and a long version, a version in another language, or a safe place to try a new template.
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## Copy a resume for a job
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**Copy for a job…** opens the **Copy a resume for a job** dialog with that resume selected under **Start from**. Pick an application under **For which job?** (or **No job yet**), check the suggested **Name**, and select **Create and open**.
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<Frame caption="Copy a resume for a job">
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<img src="/images/guides/managing-documents/copy-for-a-job.webp" alt="The Copy a resume for a job dialog with a list of resumes to start from, a No job yet chip, a Name field and a Create and open button" />
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</Frame>
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When you pick an application, the copy is linked to it, Check and the Assistant use that job's posting, and the copy opens with the Assistant ready to tailor it. For the full workflow, see [Tailoring a resume for a job](/guides/tailoring-a-resume-for-a-job).
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## Lock a document
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Choose **Lock editing** to protect a document you've already sent, so it can't change by accident. While a document is locked:
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- its card shows a lock icon;
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- **Rename**, **Tags…**, **Link to application…** and **Move to Trash** are unavailable;
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- the editor shows it read-only. In the resume editor a note reads "Locked. Unlock to edit." with an **Unlock** button.
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You can still open, duplicate and download it. Choose **Unlock** in the same menu to edit it again.
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<Frame caption="A locked resume and its menu">
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<img src="/images/guides/managing-documents/locked-document-menu.webp" alt="A resume card with a lock icon and its menu showing Rename, Tags and Move to Trash unavailable and an Unlock item" />
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</Frame>
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## Remove a document
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Choose **Move to Trash**. The document leaves Documents right away and a message appears with **Undo**. Documents stay in Trash for 30 days before they're deleted for good. See [Using the Trash](/guides/using-the-trash).
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## Create a new document
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Select **New** in the sidebar, or press <kbd>N</kbd> anywhere outside a text field, to open the **New document** dialog.
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<Frame caption="The New document dialog">
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<img src="/images/guides/managing-documents/new-document-dialog.webp" alt="The New document dialog with Import a resume, Copy a resume for a job, Start blank, New cover letter instead and Try with a sample resume" />
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</Frame>
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- **Import a resume**: build a resume from a PDF, Word, JSON or LinkedIn file. See [Importing a resume](/guides/importing-resumes).
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- **Copy a resume for a job**: copy one of your resumes, as described above.
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- **Start blank**: create an empty resume and open it. See [Creating your first resume](/guides/creating-your-first-resume).
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- **New cover letter instead**: create a letter. It takes your details and design from the resume you edited most recently. See [Writing a cover letter](/guides/writing-a-cover-letter).
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- **Try with a sample resume**: create a filled-in example resume to explore.
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You can also drop a file anywhere on the Documents page to import it.
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## Related guides
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- [Organizing documents with tags](/guides/organizing-with-tags): group documents and filter by tag.
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- [Using the Trash](/guides/using-the-trash): restore a document or delete it for good.
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- [Importing a resume](/guides/importing-resumes): bring in a resume you already have.
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- [Sharing your resume publicly](/guides/sharing-your-resume-publicly): send a link instead of a file.
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