Accessing Shell Documents and Company Documents

To access project or shell documents:

  1. Open a shell and click Document Manager in the left Navigator.
  2. Click Documents.

To access company documents:

  1. Go to the Company Workspace tab and click Document Manager in the left Navigator.
  2. Click Company Documents.

See Also

Document Manager

Before You Begin Working with Document Manager

About Ownership and Permissions

Automatic Publishing of BP Records to the Document Manager

Enabling Document Manager-Generated Email Notification

Working with Shell and Company Documents

Navigating Project/Shell Documents and Company Documents (Standard View)

Navigating Document Manager

Working with Document Manager in Company and Project or Shell

Creating and Managing Folders

Creating and Managing Documents

Creating and Managing Shortcuts

Favorites

Uploading Files and Folders

Downloading Documents and Folders

Importing and Exporting in Document Manager

The Recycle Bin

Index Reports

View Document Manager Audit log

Shell Documents or Company Documents Attached to a Business Process

Unpublished Documents


Last Published Monday, April 14, 2025