# Popover and tray

> Control serving, cloud sync, folder actions, notices, and options from the Hyperclay Local tray icon and popover.

Source: https://hyperclaylocal.com/docs/popover/

Hyperclay Local runs in your system tray. Left-clicking the tray icon opens the popover panel (`340x500` px), and right-clicking opens the system tray menu. Closing the [workspace window](https://hyperclaylocal.com/docs/guide/workspace/) hides the window (and hides the dock icon on macOS) while the app continues running in the tray.

## The tray popover

### Home view and folder cards

The popover's Home view adapts to the number of folders you have configured:

- **Single folder**: Shows a hero card for your personal folder with its `localhost:4321` address link, status readout, and an **Open workspace** button.
- **Multiple folders**: Shows an **Open workspace** button at the top, a **FOLDERS** list with one card per folder (switching to compact rows when you have more than 4 folders), and a **THIS COMPUTER** status section.

Each folder card shows its name, local address (`localhost:<port>`, `starts at :<port>` when stopped, or a grey `localhost:<port>` when the port is taken), and its current sync or serve status (see [Status messages explained](https://hyperclaylocal.com/docs/status-messages/)).

- Clicking **Open workspace** or clicking a folder's live `localhost:<port>` address starts that folder's server if needed and opens it in the [workspace window](https://hyperclaylocal.com/docs/guide/workspace/).
- A team you can edit on hyperclay.com that is not yet on your computer appears as `not on this computer` with a **Set up →** action.
- A team where your role is viewer appears dimmed with `viewers use the site` and a **hyperclay.com ↗** (**Open on hyperclay.com**) link.

### Serve and Sync switches

Above the popover footer, two switches control all folders on your computer:

- **Serve** (**Turn server on** / **Turn server off**): Starts or stops the local HTTP servers for all folders. The readout shows `Serving` (`at localhost:<port>` or `<n> folders on this computer`), `Starting…`, `Not serving` (`Turn on to open your documents`), or `Can't serve`.
- **Sync**: Starts or stops cloud sync across all folders. When no API key is saved, the switch is replaced by **Connect sync →** (`Not synced` / `Only on this computer`). With a key saved, it shows `Sync off` (`Changes stay on this computer`) or `Sync on` / `Syncing` / `Synced as @<username>`.

### Banners

When an account-wide issue or an app update needs attention, a banner plate appears at the top of the Home view:

- `Sync key no longer works.` with a **Reconnect →** button that opens the sync key form.
- `hyperclay.com needs an update before sync can run. Folders are still served.`
- **Restart to update to v`<version>`** when an in-place update is ready (changing to **Finishing sync…** while saves and sync finish), or **Update v`<version>` available** (linking to `https://hyperclaylocal.com/`) when the app copy cannot replace itself. See [Updates](https://hyperclaylocal.com/docs/updates/).

### Folder `⋯` menu

Click `⋯` on a folder card to open its actions menu:

- **Open in Browser**: Opens `http://localhost:<port>` in your default browser.
- **Copy Address**: Copies `http://localhost:<port>` to the clipboard.
- **Reveal Folder**: Opens the folder in Finder or your system file manager.
- **Backups**: Opens `<folder>/.hyperclay/versions/` in your file manager, creating the directory first if it does not exist yet.
- **Export a File as Zip…**: Prompts you to pick an `.html`, `.htm`, or `.htmlclay` file in that folder and packages it with its linked uploads into a `.zip` file (see [Export as zip](https://hyperclaylocal.com/docs/export/)).
- **Disconnect…**: Offered on synced folders. Stops sync for that folder while keeping the folder on your computer and served on `localhost:<port>`.
- **Remove Folder…**: Offered on team folders. Stops sync and stops serving `localhost:<port>`, leaving the folder and its files on disk. (Your personal folder cannot be removed; change it from **Options** then **Change Personal Folder…**.)

When another program is using a folder's port, the card also shows inline **Retry** and (for team folders) **Use port `<n>`…** buttons. When a folder is paused, it shows an inline **Disconnect…** button unless an account-wide banner is active.

### Notices and Activity tabs

- **Notices** (the bell icon, showing an unread badge up to `9+`): Lists sync conflicts with **Keep mine**, **Keep theirs**, and **Keep both** buttons; held mass attachment deletions with **Delete on server** and **Restore here**; attachments that exceed your plan's file-size limit with **Show File**; and filename or folder-depth validation errors. Shows `All quiet` when empty.
- **Activity**: Shows a combined feed of recent file uploads, downloads, and deletions across all folders. Shows `Transfers show up here` when empty.

## The Options menu

Click **Options** in the popover footer to open the options menu:

- **Change Personal Folder…**: Opens the folder picker to move your personal root (served on port `4321`) to another folder inside your home directory.
- **AI Editing**: Checkbox (checked by default) that turns in-page [AI editing](https://hyperclaylocal.com/docs/guide/ai-editing/) on or off.
- **Helper Programs**: Submenu listing approved [document helper programs](https://hyperclaylocal.com/docs/programs/) with **Remove** per program and **Forget All Document Permissions**.
- **Profile…**: Opens the profile view with the **Use my profile in files** switch, your Hyperclay account profile (**Change name on Hyperclay**, **Refresh profile**) or local **Display name** field (**Save name**), and **Done**. See [Settings and profile](https://hyperclaylocal.com/docs/settings/).
- **Sync Key…**: Opens the sync key dialog (**Username**, **API Key**, **Connect & Enable Sync**, **Cancel**, and **Get API key**).
- **Refresh Teams**: Checks hyperclay.com immediately for new or updated team memberships.
- **View Sync Logs**: Opens `<logs>/sync` in your file manager.
- **View Error Logs**: Opens `<logs>/errors` in your file manager.
- **Autostart on Login**: Checkbox to launch Hyperclay Local automatically when you log in to your computer.
- **About Hyperclay Local**: Shows the app version and build details.
- **Quit**: Flushes open saves, stops sync and local servers, and exits the app.

## The system tray menu

Hovering over the tray icon shows `Hyperclay Local` when all folders are healthy, or `Hyperclay Local: <n> folders, <count> <state>` when any folder has an error, conflict, taken port, or paused state.

Right-clicking the tray icon opens a native menu with:

- **Open workspace**
- Three read-only status lines: `Server: On` (or `Off`), `Sync: On` (or `Off`), and `AI Editing: On` (or `Off`)
- **Start Server** / **Stop Server**
- **Enable Sync** / **Disable Sync**
- **Enable AI Editing** / **Disable AI Editing**
- One submenu per non-viewer folder (`<Title>  localhost:<port>`, `<Title>  (not set up)`, `<Title>  (port <port> in use)`, or `<Title>  (not served)`), containing the folder's actions (**Open in Browser**, **Reveal Folder**, **Backups**, **Retry**, **Use port `<n>`…**, **Disconnect…**, **Remove Folder…**)
- **View Sync Logs** and **View Error Logs**
- **About Hyperclay Local** and **Quit**
