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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.
  • Organization Settings - Manage your organization's domain, members, and policies in Clear Ideas. Control AI features, user access, and security settings at the organization level.

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