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    Home Using Documents Tips and tricks Quick Action on the Home screen

    Quick Action on the Home screen

    Quick Action is a button on the Documents Home screen that runs your favorite tool with one tap. Pin the action you use most, such as scanning a document or converting a file to PDF, and skip digging through menus.
    Quick Action is available in Documents on iPhone and iPad.

    Where to find Quick Action

    The Quick Action button sits on the Home screen, right above the + button. It's always there, so your pinned tool is never more than one tap away.
    Out of the box, Quick Action is set to:

    • On iPhone: Scan Document
    • On iPad: Create PDF File

    You can change the default at any time. The first time you see Quick Action, a short animated walkthrough shows you how to set it up.

    How to use Quick Action

    To run your action, tap the Quick Action button on the Home screen. Documents opens the tool right away.
    To change your action:

    1. Touch and hold the Quick Action button.
    2. In the menu that appears, choose the action you want, for example, Scan Document or Convert to PDF.
    From now on, a single tap runs the action you picked.

    Convert to PDF with Quick Action

    When Quick Action is set to Convert to PDF, tapping it shows the 5 most recent files in your Inbox that can be converted. Tap a file to convert it to PDF. This makes it quick to convert something you've just downloaded or received.

    FAQ

    Can I hide or remove the Quick Action button? 

    No, the button always stays on the Home screen. You can change which action it runs at any time.

    Can I pin more than one action? 

    No, Quick Action holds one action at a time. Touch and hold the button to switch to a different one.

    Is this the same as the quick actions on the Documents app icon? 

    No. The app icon's quick actions appear when you touch and hold the Documents icon on your device's Home Screen. Quick Action is a button inside the app, on the Documents Home screen.

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