Pinned Content

The Pinned tab lets you collect items that you frequently use into a single tab. To pin an item, right-click the item that you want to pin and click Pin.

Video: How to use the Pinned tab in M-Files

Click the Pinned tab in the view navigation bar to see your pinned items.

On the Pinned tab, you can do these operations:
  • Click a pinned item to see its metadata or preview in the right pane.
  • Double-click a pinned item to do the default action of the object.
  • Right-click a pinned item and click Unpin to unpin the item.
  • Use the options at the top of the tab to filter pinned items by name, add a group, or expand or collapse all groups.
  • Click the arrow in front of a group name to expand or collapse a group of pinned items.
  • Edit groups.
  • Drag and drop a pinned item to move the item on the Pinned tab.
  • Click the three dots icon () to show more options.

The Pinned tab can contain a maximum of 200 items.

Adding groups

To add a group to the Pinned tab:

  1. On the Pinned tab, click the plus icon ().
  2. Enter a name for the group.
  3. Optional: Drag and drop items to the group.

Editing groups

To move a group on the Pinned tab:

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