Documents

Upload, organize, and manage your PDF documents in PrivyDocs.

Documents

The Documents section is your file management hub. Upload PDF files, organize them into folders, and manage their settings and share links.


File Explorer

The file explorer has two main areas:

Folder Tree (Sidebar)

A hierarchical tree view on the left side showing all your folders. Click a folder to navigate into it. You can:

  • Create folders — Click the folder-plus icon to create a new folder inside the current location.
  • Rename folders — Right-click or use the context menu on any folder.
  • Delete folders — Remove a folder and all its contents.
  • Drag and drop — Move documents and folders by dragging them onto a target folder in the tree.

Document Grid (Main Area)

The main content area displays:

  • Subfolders — Shown as clickable cards at the top of the grid.
  • Documents — Displayed as cards with thumbnail preview, name, page count, and share link status.
  • Breadcrumb navigation — Shows your current location in the folder hierarchy.

Uploading Documents

  1. Click Upload from the documents page or use the upload button in the toolbar.
  2. Select a PDF file from your device.
  3. Optionally enable End-to-End Encryption (E2EE) — available on Pro and Business plans. When enabled, the document is encrypted in your browser before being uploaded.
  4. If you're inside a folder, the document is automatically placed in that folder.
  5. Click Upload to save.

Supported format: PDF only.


Document Detail Page

Click on any document to view its detail page. Here you can:

View Document Info

  • Document name, page count, and version number
  • Thumbnail preview
  • Creation date and last replacement date

Analytics Summary

Four stat cards at a glance:

  • Total Views — Across all share links
  • Active Links — Number of currently active share links
  • Unique Viewers — Distinct viewers across all links
  • Analytics Link — Direct link to the document's analytics view
  • View all share links for this document
  • Create new share links with custom access controls
  • Edit, activate/deactivate, or delete existing links
  • See view counts per link

Document Settings

  • Name — Rename your document.
  • Description — Add or update a description.
  • Allow Download — Toggle whether viewers with download-enabled links can download the PDF.
  • Replace PDF — Upload a new version of the PDF while keeping all share links and analytics intact. The version number increments automatically.
  • Delete Document — Permanently remove the document and all its share links.

Storage Usage

The sidebar displays a storage usage indicator showing:

  • Used storage vs. Storage limit for your plan
  • A progress bar visualizing current usage

Storage limits by plan:

PlanStorage
Free100 MB
Pro1 GB
Business3 GB

Folders

Folders help you organize documents into logical groups. They support unlimited nesting depth.

Creating a Folder

  • Click the New Folder button in the toolbar, or
  • Click the folder-plus icon in the sidebar tree

Moving Items

Drag a document or folder onto a target folder in the sidebar tree to move it. Items animate smoothly during the move, and the operation can be reverted if it fails.

Deleting a Folder

When you delete a folder, all documents and subfolders inside it are also deleted. If you delete the folder you're currently viewing, you'll be redirected to its parent folder or the root.