LoginSign Up

Guide

This section contains all documentation related to Guide in Clear Ideas.

Available Guides

  • Sites - Master Sites in Clear Ideas for secure file organization and collaboration. Learn about creation, settings, privacy controls, and user management.
  • Site View - Master the Site View interface in Clear Ideas. Learn about list and tile views, interactive features, navigation, and file management tools.
  • Managing Users - Learn how to manage users in Clear Ideas effectively. Control access, assign roles, create user groups, and oversee user interactions for secure collaboration.
  • Viewing Files - Discover file viewing capabilities in Clear Ideas. Learn about supported formats, interactive viewers, and features for PDFs, images, videos, code, and more.
  • PDF Watermarks - Learn about PDF watermarking in Clear Ideas. Add security layers, customize watermarks, and configure role-based watermark appearance for document protection.
  • Importing & Exporting - Learn about importing and exporting in Clear Ideas. Upload and unzip archives, export sites, and manage data efficiently for backup and offline review.
  • Content Indexing - Understand content indexing in Clear Ideas. Learn about text extraction, OCR capabilities, supported file formats, and indexing status for enhanced search.
  • Notifications - Master notifications in Clear Ideas. Configure frequency, timing, events, and site-specific preferences to stay informed of important updates and activities.
  • Analytics - Master analytics in Clear Ideas. Analyze user behavior, content engagement, and site performance with comprehensive dashboards and insights.
  • Advanced Search Settings - Configure advanced search in Clear Ideas. Master full-text search, OCR, AI-enhanced search, and site-level settings for better content discovery.
  • Site AI Settings - Control AI features at the site level in Clear Ideas. Configure AI Chat, document summaries, enhanced search, and MCP access for tailored collaboration.
  • Site Numbering - Learn about site numbering in Clear Ideas. Apply hierarchical numbering to folders and documents for improved navigation and professional presentation.
  • Site Branding - Customize site branding in Clear Ideas. Upload icons and logos to personalize your site's visual identity in navigation and sharing contexts.
  • Site Statistics - Understand site statistics in Clear Ideas. Get quick insights into site size, composition, audience metrics, and document counts for effective management.
  • Access Keys - Learn about access keys in Clear Ideas. Create and manage API and MCP access keys for integrations with proper scopes, expiration, and security controls.
  • Active Sessions - Monitor and control active sessions in Clear Ideas. Review device access, manage security, and revoke sessions for enhanced account protection.
  • Billing & Plans - Understand billing and plans in Clear Ideas. View usage, manage plan limits, upgrade options, and payment methods for optimal service access.
  • Encryption & Privacy - Understand encryption and privacy in Clear Ideas. Learn about data protection standards, security practices, privacy commitments, and secure data handling.
  • Sync App - Learn about Clear Ideas Sync App for Windows and Mac. Synchronize local files with the cloud, manage site selection, versioning, and automatic updates.
  • Security & 2FA - Secure your Clear Ideas account with two-factor authentication. Learn to enable 2FA, manage backup codes, and implement security best practices.

Browse the guides above to learn more about Guide in Clear Ideas.