For a list of frequent troubleshooting issues, please see the Documents To Go technical support section of our website. 

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Downloading and Saving Attachments

On an iOS device, the built-in “Mail” app can open attachments in supported third party apps such as Documents To Go. This is a feature of the OS which is supported by Documents To Go. In order to open email attachments in Documents To Go directly from the Mail app:

• Tap and hold the attachment icon in the email
• Select “Open in DocsToGo”
  – OR –
• Select “Open In…” and then choose “DocsToGo”

To save the attachment to a location in Docs To Go, use the ‘save as’ option from the more menu within the file when viewing in Docs To Go.

Some of your online files in DocsToGo may have certain icons associated with them.

• A green “sync” button on top of the document icon means that a change was made on the iOS device and that you must synchronize in order to have the changes reflected in the cloud. Usually you will also get a message telling you to sync whenever a change is made. It is a good idea to always sync when changes are made. To force a sync, simply “pull to refresh” on the file list screen.
• A red “minus” sign over the document means it is Read Only. You are allowed to make changes to the document, but you cannot save the file as the same name. You must “save as” with a different name so as not to overwrite the original file. This is the case with Shared Documents (explained above) as well as spreadsheets that use formulae that are not supported in Docs To Go.

At times there may be problems trying to communicate with the cloud account’s server and an error may occur; typically performing another sync will allow the sync to complete successfully.

1. Opening a file from a Cloud Account in Docs To Go:

Once the cloud account is set up, you can see the folders and files that are in that account when you tap on the account name.

To open a folder, tap on it. You will then see the files that are stored in that folder.

To open a file, tap on it. The file will be downloaded from the server and then opened in Docs To Go.

2. Removing a Cloud Account from Docs To Go:

If you no longer want Docs To Go to sync with one of your Cloud accounts, you can remove the account by going into Settings and then tapping on the cloud account name. Simply tap “Delete Account” in that setting.

3. Deleting Items

When deleting files, the actual documents in cloud files are not deleted, just removed from Documents To Go.

• To delete a document, swipe the filename from left to right to reveal a “Remove” button to remove individual files (Note that the file must be downloaded and not grayed out in order to delete the file).
• To delete multiple files at once, tap on the “More” option in the bottom right corner of the screen and choose the Select option.  In the file list, tap the files you wish to delete.  Once they have been selected, tap on the trash can icon in the bottom left of the screen, or select Done if you do not wish to delete multiple files.
• Documents may also be deleted from the cache – Go to Settings, tap on a cloud account and tap on “Clear Cache.”  You will notice that the files in this cloud account will now be grayed out.

4. Native and Translated Documents

Documents To Go can edit both native (the format of files when they are saved in Microsoft Office) or the translated version of a document. (Some cloud services have their own translated format). Not all features in Word, Excel, and PowerPoint are supported by the translated formats; as a result of this limitation, files uploaded from DocsToGo to the cloud may lose some formatting in the conversion to the cloud format.

5. Shared Documents

Documents which have been shared with other users in online services are read-only, and cannot be directly edited and synchronized back to your cloud.  In order to edit a shared document, you must first save the document to a new filename. The newly named file may then be edited and synced to your online account.

You must have already set up a cloud account to use this functionality in Documents To Go.  To set up a free account, visit the supported cloud services’ respective websites.

To setup a cloud account in Documents To Go Premium, please follow these steps:

1. Open Documents To Go on your iPhone/iPad/iPod touch.
2. Tap the Cloud tab from the main screen tool bar.
3. In the next window select the cloud service you wish to setup and tap Add Account. You should then follow the cloud account’s sign in procedure. Generally, you will need to enter your email address and password that you used to set up the Cloud account.

In order to limit the amount of space your online files will take up on your device, you can set the maximum “cache size”. To do this, tap the “More” button and then choose Settings. Then tap on the individual cloud account and change the Max Cache Size to something else. The default cache size is set to 100 MB for each account. Keep in mind that all the files in your cloud account are not automatically downloaded to your device – only the ones that you choose to open. Instead you will see the list of files, with each of them “grayed out”. Once you tap on the file name, the file will be downloaded onto your device.

Documents To Go Premium supports document synchronization to Google Docs, iCloud, Box.com, DropBox, OneDrive and SugarSync. Documents in the Cloud Accounts tab may be downloaded directly to the iPhone/iPad/iPod touch and edited in DocsToGo; after editing, changes are synchronized back to the document in your respective cloud service.

Files that are edited can immediately be synced back to your cloud after saving and closing the file, or synced at a later time if a data connection is not available. Please note: you must “Pull to refresh” the file list in order to sync your changes.

*Select features are only available in the paid, Premium Edition or via in-app purchase in the Free version: file access via cloud services, desktop sync, and opening password-protected files.

Documents To Go has the ability to synchronize with multiple desktop computers.  The files and folders synchronized with each computer are kept in their own library on the device.  These libraries are synchronized separately and are not shared between each desktop.  To synchronize a document from one library to another, you can save a copy to a folder synching with another desktop using the “Save As” option available when viewing a document.

To setup a new desktop, perform the following steps:

1. In Documents To Go on your device, tap the Desktop tab on the main screen. 
2. Tap on the “Add Desktop” button.
3. On the desktop computer, follow the prompts through the pairing wizard that appears automatically during the Documents To Go desktop application installation.  You may also select the “Add Device” option available in the application menus.
4. Pair the device with the computer by entering the passcode presented from the device.

Each time you synchronize, Documents To Go will automatically update your files on either your device or desktop.  In the case where updates occur to a document on both the device and the desktop, Documents To Go will place a duplicate of each file on both the device and the desktop.

In Preferences you can set the name of your desktop computer as it will appear in Documents To Go on your device. Preferences can be accessed through the “Preferences” menu item in the Documents To Go Desktop application.

During your initial setup of the Documents To Go Desktop application, a shortcut/alias titled “My DocsToGo” was added to your desktop.  This folder is automatically setup for synchronization to your device.  This allows you to add individual files to this folder to sync without having to add an entire folder.  The “My DocsToGo” folder has been created in the “Documents” folder on your Mac or PC.