Pinned Tab

The Pinned tab lets you collect items that you frequently use into a single tab. Click the Pinned tab on the right pane to see your pinned items.

Click the arrow in front of a group name to expand or collapse a group of pinned items. Use the options at the top of the Pinned tab to filter pinned items by name, add a group to the Pinned tab, or expand or collapse all groups.

Click an item on the Pinned tab to see it in the listing area, or double-click it to do the default action of the object. For example, double-clicking a document that you can edit would open the checkout prompt for the document. To move a pinned item on the Pinned tab, drag and drop the item.

Click the three dots icon () to show more options. For example, you can rename a pinned item. This changes the name of the shortcut but not the name of the item.

The Pinned tab can contain a maximum of 100 items.

Pinning an item

To pin an item to the Pinned tab:

  1. In M-Files Desktop, find and select the item that you want to pin.
  2. Complete one of these steps:
    • Drag and drop the item from the listing area to a group on the Pinned tab.
      or
    • Right-click the item and click Pin.
      or
    • Click the Pin icon () on the option ribbon of the metadata card.

The selected item is pinned to the Pinned tab.

By default, the item is pinned to the Ungrouped group. To unpin an item, click the three dots icon ( ) and select Unpin.

Adding groups to the Pinned tab

You can divide the pinned items into groups.

To add a group:

  1. In M-Files Desktop, click the Pinned tab.
  2. Click the plus icon () at the top of the Pinned tab.
  3. Enter a name for the group.
    Result:The group is added to the Pinned tab.
  4. Optional: Drag and drop items to the group.

Editing groups on the Pinned tab

To change the position of a group:
  1. On the Pinned tab, drag and drop a group.
To rename a group:
  1. Click the three dots icon () and select Rename.
  2. Enter a new name.
To remove a group:
  1. Click the three dots icon () and select Remove.
  2. Optional: If the group contains pinned items, select one of these options in the Remove Group dialog:
    ClickTo...
    Unpin Remove the group and unpin the pinned items that it contains.
    Keep Pinned Remove the group and move the pinned items to the Ungrouped group.