You can access the Document Manager node from:
- Project (User mode)
- Company Workspace (User mode)
In the project (User mode), the Document Manager node contains the following sub-nodes:
- Documents
- Recycle Bin
- Unpublished Documents
In the Company Workspace (User mode), the Document Manager node contains the following sub-nodes:
- Company Documents
- Recycle Bin
- Unpublished Documents
The following applies to the search and find features in both project and Company Workspace Document Manager sub-nodes.
Search
The Search window enables you to search for document properties or contents.
- Click to expand the Document Manager node in the project (User mode).
- Click Documents sub-node to display the Documents log.
- From the toolbar menu, click Search (magnifying glasses icon) to open the search window. The Search window enables you to search for document properties or contents. Some of the options are:
- Content
- Linked Records
- Name
- Title
- Description
Find on Page
Use Find on Page to narrow your search in the records displayed within the log.
- Click to expand the Document Manager node in the project (User mode).
- Click Documents sub-node to display the Documents log.
- From the toolbar menu, click Find on Page to open a new row in the table (log columns) within the Documents log.
- Enter values in the fields to narrow your search in the records displayed within the log.