Working with Document Manager in Company and Project or Shell (Standard View)

Create

Enables you to create:

• Folder
• Empty Document
• Business Process records

Actions

Enables you to conduct the following actions on multiple files or folders:

• Add to Favorites
• Move
• Copy
• Delete
• Send for E-Signature
• Recall E-sign Request
• Transfer Ownership
• Edit
  • Revise
  • Check In
  • Check Out
  • Cancel Check Out
  • Lock
  • Unlock
• Export
  • Structure and Properties
• Import
  • Folder Structure Template
  • Structure and Properties
• Index Report
• HTML Format
• PDF Format
• CSV Format

Flat View

Enables you to see a flat list (default view) of all files and folders, located in the root (Project Documents) folder. To browse a folder, in this view, double-click the folder name. This opens the contents of that folder in the log.

When you click a file or folder, the relevant tabs open on the right-hand pane which enable you to define the file or folder properties, permissions, etc.

The locator links (breadcrumbs), on top, show the home page icon before the Project Documents folder. Click the icon to see the root (Project Documents) folder in the log below. You can set the root (Project Documents) folder properties, etc. by way of the tabs.

Tile View

To change the views between tile and list views.

Three View

To change the view of folders and documents. You can open any number of folders, in the hierarchy, and view their contents in the same view.

Download

To download documents or folders onto your local or network drive.

Upload

To upload files from your local system into project or shell or company level Document Manager.

View

To customize the Documents log to display files based your filter criteria. For details, see Working with Views (Standard View).

• All
• Owned by me
• Checked out by me
• Locked
• Uploaded in last 7 days
• Uploaded in lat 30 days
• Create New View
• Manage Views

Edit View

To change the log view (columns, filters, sort, etc.)

Refresh

To refresh the items on the log.

Favorites

To view the favorites list.

Initiate Bluebeam Studio Session

To initiate a Bluebeam Studio Session. For details about Bluebeam, refer to the Unifier Bluebeam User Guide.

Search

To open the search window and search for a specific document. For more information, see Searching Content (Standard View).

Find on Page

To find a item on the page or log. For more information, see Finding on Page (Standard View).

Open in Autovue

To open the file in AutoVue.

Download

To download a file.

Add to Favorites

To add the item to the list of favorites.

Create

To create a file based on a business process.

Actions

Enables you to perform the following on a file:

• Revise
• Check Out
• Check In
• Cancel Check out
• Lock
• Unlock

Transfer Ownership

To transfer the ownership of the file.

Move

To open the Move window and move the file to the destination folder.

Copy

To open the Copy window and copy the file to the destination folder and include comments.

Delete

To delete the row or item.

Upload

To upload folder.

Download

To download folder.

Add to Favorites

To add the folder to the favorites list.

Move

To open the Move window and move the folder.

Copy

To open the Copy window and copy the file to the destination folder and include comments.

Delete

To delete the row or item.

Send for E-Signature

To send for E-signature.

Initiate Bluebeam Studio Session

To initiate a Bluebeam Studio Session. For details about Bluebeam, refer to the Unifier Bluebeam User Guide.

Comments

Comments associated with a file.

Lock

Indicates whether the file is locked or not.

Bluebeam Session Status

Indicates the status of the document in the Bluebeam studio session.

References

Any references included in the file.

Linked Records (BP)

Any linked records included in the file.

Title

The file title.

Creation Date

Creation date.

Issue Date

Date that the file was issued.

Owner

The owner of the file.

Revision No.

If the file has been revised, the the revision number appears here.

Pub No.

Publication number.

% Complete

The status of a file.

Size

File sized.

Upload By

The name of the user who has uploaded the file.

Upload Date

The date that the file was uploaded.

Location

The location of the file.

Linked Records

This tab applies to Documents, only.

Displays the information about records that are linked to the file.

Audit Log

Displays the actions that have been taken on an item, with details. You can print the audits or search for a particular audit.

Permissions

Displays the name of the users or groups that are permitted to work on the selected item, and the permission type.

Options

Displays the type of options available for each item selected.