Switch between personal and team documents
Click your name at the top of the sidebar and, under Show documents from, pick Everything, Personal or your team's name. The sidebar's Team section also links straight to team documents and templates.
Updated 1 min read Available on Business
When you're on a team, your documents list can show your documents, the team's, or both. It's a view filter: nothing moves between personal and team when you switch.
Use the switcher
Step 1: Open the switcher
Click your name at the top of the sidebar. Under it you see the current view and your plan, for example Personal + team · Business.
Step 2: Pick what to show
Under Show documents from, choose one of the options below. Documents opens with that view.
| Option | Shows |
|---|---|
| Everything | Your documents and your team's. |
| Personal | Only documents you haven't shared with the team. |
| Your team's name | Documents shared with the team, by anyone. |
The switcher menu also links to Team & branding and Plan & usage. Without a team it shows Create a team instead.
Other ways to get there
- The sidebar's Team section has Documents and Templates links for the team.
- On the Templates page, the Team tab lists templates shared with the team.
- In Documents, the Team only and Personal only chips show which view you're in; Clear resets the filter.
I don't see the switcher options for a team. Why?
You aren't on a team yet. Accept an invitation, or create a team on Business from Create a team in the same menu.
Does switching change who can see a document?
No. Use Share with team or Stop sharing with team in a document's menu to change that.
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Related articles
- Share documents and templates with your teamOpen a document's row menu and choose Share with team. Teammates find it under the sidebar's Team → Documents (or Templates). Choose Stop sharing with team to make it personal again.
- Create a teamOn the Business plan, open Settings → Team & branding, enter a Team name and click Create team. You become the owner, and your Business seats cover everyone you invite.
- Find and organize your documents: folders, tags, search and trashEverything you upload, create, sign or send is in My documents. Sort it into folders and tags, filter by status or name, and search everything with ⌘K. Deleted documents stay in Trash for 30 days, where you can restore them.
- A tour of the dashboardThe dashboard at /app/ is home base. The sidebar holds New, Create with AI and your lists; the top bar has search (⌘K), the AI menu, notifications and help. The home page shows what needs your attention, quick tools and your recent documents.