Document Manager navigation works the same way at the company level and the project or shell level, user mode.
There are two panes in the project or shell Documents and Company Documents nodes:
- The main document log or document view: Displays the contents (subfolders, documents, empty documents, shortcuts) of the folder selected in the Folders view, in alphabetical order. Click the plus sign (+) next to the folder name to expand it and reveal subfolders, or click the minus sign (-) to collapse the structure.
Tip: Hover over a folder to view the number of subfolders and documents under it.
- The right-pane view: The document summary (right-hand pane) displays tabs that contain information pertaining to the selected folder, subfolder, document, shortcut, or empty document. The following tabs are displayed based on the object selected:
- Properties
- References
- Linked Records
Open the tab and click any of the linked record row, from the grid, to view the record details.
- Audit Log
- Permissions
- Options
- Revisions
Note: If you are using a custom user mode navigator, you must add the Recycle Bin to the navigator.
Essentially, the Document Manager navigation works the same way at the project level, shell level, and company level, user mode.