OmniOutliner 3 Pro Reference Manual for iOS

The Document Toolbar

The Document Toolbar is located above the outline whenever you are working in an OmniOutliner document. The document toolbar presents document-specific controls, from opening and closing the sidebar or inspectors to sharing or exporting the currently open document.

An image of the document toolbar in OmniOutliner

From left to right, the controls in OmniOutliner's document toolbar are as follows:

Documents Documents icon

Tap to close the current document and return to its folder in the Document Browser.

Show/Hide Sidebar Sidebar icon

Tap to show or hide the Sidebar along the left side of the screen. (This button is represented by Compact Sidebar icon at smaller device widths.)

Undo/Redo Undo icon

Tap to undo the previous change to your document. Touch and hold to reveal a pop-up menu with the option to Redo.

Tap to open the search bar, a secondary bar which spans the width of the outline beneath the document toolbar. Enter keywords here to filter the outline to only rows and notes containing those terms.

The search bar open in OmniOutliner

Tap Filtering on: to change the scope of the filter from the default Entire Document to something narrower, such as a single column or the Notes field.

If you create a search that you plan to refer to often, tap Save as Filter to save it as a filter for future use.

Tap X at the far side of the search bar to clear the field, and tap Cancel to dismiss the search.

More More icon

If you see three dots in the toolbar, this implies there are more options/buttons available than there is space for in the toolbar. Tap to open the More menu, which presents the other available options.

Document Title

At the center of the toolbar is the name of the current document. Tap to edit and change the file name.

On narrow devices the document title is hidden to leave room for more functional button controls. You can always change the title of your document by tapping its preview icon text in the document browser.

Only files stored in your On My [device] folder or a connected OmniPresence folder can be renamed within OmniOutliner. To rename other files (such as those stored in iCloud Drive), tap the filename in the Files app instead.

Sync with OmniPresence OmniPresence icon

This icon appears to the right of the document filename if the file is synced via OmniPresence. The icon indicates whether a sync is in-progress; tapping the OmniPresence icon initiates a sync.

Sync Statuses

When editing a file synced with OmniPresence, the sync icon in the document toolbar can appear in the following states:

  • Sync Ready The Sync Ready icon

In its most basic state, OmniPresence is online and ready to sync files.

  • Sync In-Progress The Sync In-Progress icon

Whenever OmniPresence notices a change to the files in the sync folder, the icon appears to be lifting a barbell.

  • Sync Offline The Sync Offline icon

If you lose your Internet connection (which is required for syncing), the icon turns light orange to denote that you are offline.

  • Sync Error The Sync Error icon

If you see a light orange sync icon with an exclamation mark, it means that OmniPresence failed to connect to the sync server. This could be the result of an invalid Account Name or Password, or something as simple as an intermittent Internet connection that drops while OmniPresence is trying to connect to the sync server.

If the icon remains in this state, here are some things you could try:

  • Tap the icon to display the nature of the error. This may suggest an immediate fix for the problem.
  • Double-check your Account Name and Password.
  • Check your network connection in

If that doesn’t help, contact our Support Humans for assistance.

Share Share icon

Tap to open a menu containing options for exporting or sharing the document you are working on. See Sharing and Exporting in the Document Browser chapter for details on the menu options.

Automation Automation icon

Tap to open a menu with controls related to Omni's JavaScript automation. See Automation Menu in the Document Browser chapter for more on these tools.

Edit Mode Edit Mode icon

Tap to switch to Edit Mode for selecting rows and applying changes en masse. In Edit Mode the Sidebar and Inspector are still available, but other controls are hidden.

While in Edit Mode, tap a row anywhere to select (or deselect) it. With one or more rows selected, the following controls become available in the edit bar at the bottom of the screen. (Depending on your device width, some of them may be hidden behind a More button.)

  • Cut Edit Mode Cut icon

Remove the selected rows and copy them to the pasteboard.

  • Copy Edit Mode Copy icon

Copy the selected rows to the pasteboard. To paste them, tap Done to exit Edit Mode and select the row where you would like the pasted rows to appear. Touch and hold it to reveal the contextual menu. Tap Paste and choose Above, Below, or Inside to add the copied rows as peers above or below the selected row, or as children of the selected row.

  • Delete Edit Mode Delete icon

Deletes the selected rows from the outline.

  • Group Edit Mode Group icon

Creates a new row and groups the selected rows as children beneath it.

OmniOutliner for iOS does not have an Ungroup option as part of the Editing tools. If you need to ungroup some rows, use the Editing tools to select and move the rows below the parent row. Then, if needed, delete the old parent row.

  • Move Edit Mode Move icon

Tap Move, then tap a row in the outline to move selected rows relative to a position relative to it. A contextual menu appears, offering options to move the selected rows Above, Below, or Inside the target row.

Show/Hide Inspector Inspector icon

Tap to show or hide the inspector.