Navigating Project/Shell Documents and Company Documents (Standard View)
Document Manager navigation works the same way at the company level and project or shell level, user mode.
There are two panes in the 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.
Note: 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 shell level, and company level, user mode.
See Also
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
Accessing Shell Documents and Company Documents
Working with Document Manager in Company and Project or Shell
Creating and Managing Documents
Creating and Managing Shortcuts
Downloading Documents and Folders
Importing and Exporting in Document Manager
View Document Manager Audit log
Shell Documents or Company Documents Attached to a Business Process
Last Published Monday, April 14, 2025