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The following describes the functions available from the project or shell Documents or Company Documents menu bar.

File Menu


Menu Option	Description
New	Create new folder, file, empty document, shortcut, or business process record.
Open	Open folders, documents, or shortcuts.
Upload	Add files and folders to the Document Manager from your local drive.
Download	Download copies of documents and folders to your local drive.
Export	Export a document or folder structure and property information in a CSV file.
Import	Import a folder structure template from within Primavera Unifier, or folders, empty documents and properties in a CSV file.
Recycle Bin	View, restore, or delete the contents of the Recycle Bin.
Index Report	Easily run or print a report showing the contents of a selected folder and phase and category information in HTML, PDF, or CSV format.

Edit Menu


Menu Option	Description
Transfer Ownership	Transfer the ownership of a folder or document to another user.
Move	Move documents, folders, and shortcuts.
Copy	Copy documents, folders, and shortcuts.
Rename	Rename folders and shortcuts.
Delete	Delete documents, folders, and shortcuts.
Properties	View or edit folder or document properties.
Permissions	View or define permissions for other users to access folders, documents, and shortcuts.
Revise	Upload a revised document from your local system and replace the current version of the document in the Document Manager. The older version is accessed in the View Revisions window.
Check In	Check in documents that you have previously checked out. If the document was revised and checked back in, the Pub. No. is updated.
Check Out	Check out a document to edit, or add markups or comments.
Cancel Check Out	Cancel checkout of a document without saving any edits or comments.
Lock	Lock documents to prevent editing by other users.
Unlock	Unlock locked records.
Organize Folders	Move folders within the folder structure.

View Menu

Menu Option

Description

Comments

Add or view comments on documents and file attachments on documents.

References

Refers to reference files associated with a base drawing file (DWG or DGN format). A checkmark in this column indicates that all the reference files are resolved; an X indicates there is at least one missing reference file.

Linked BP Records

Display list of business process records to which a selected document is linked.

Revisions

Access previous revisions of a selected document.

Audit Log

View the audit log (history of actions) for folders, documents, and shortcuts

Find

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Properties: Search for documents, folders, or shortcuts by information that is part of their properties, e.g., name, owner, etc. Data that can be searched on can be customized by the project or shell Manager.

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Content: Search by content, or keywords, within documents.

Filter By

Filter how documents are displayed in the log. Affects a selected folder and its subfolders.

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All: Displays all contents of the selected folder. Subfolder contents are not displayed unless they are selected.

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Locked: Displays locked documents in the selected folder and subfolders.

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Unlocked: Displays contents of the selected folder, except for locked documents.

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Published Today: Displays documents that have been published today to the selected folder and subfolders.

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Checkout Out By Me: Displays documents in the selected folder and subfolders that are currently checked out by you.

Oracle Corporation