Navigating Document Manager

The following explains the options that are available in both the company level and the project/shell level Document Manager grouping node.

Navigating to Company Documents in Document Manager

Go to your Company Workspace, switch to User mode, and from the left Navigator click the Document Manager grouping node to expand it. The following functional nodes appear under the Document Manager grouping node, in your Company Workspace (User mode):

Navigating to Project/Shell Documents in Document Manager

Go to your project/shell, switch to User mode, and from the left Navigator click the Document Manager grouping node to expand it. The following functional nodes appear under the Document Manager grouping node, in your project/shell (User mode):

The documents log (for both the Company Workspace, or the project/shells) displays the contents (subfolders, documents, empty documents, shortcuts) of the folder selected. Click the plus sign (+) next to the folder name to expand it and reveal subfolders, or click the minus sign (-) to collapse the structure. You can hover over a folder to view the number of subfolders and documents under it.

Note: If you are using a custom user mode navigator, you must add the Recycle Bin to the navigator.

Related Topics

Navigating to Company Documents in Document Manager

Navigating to Project/Shell Documents in Document Manager

Display Folders by Project or Shell Phase



Last Published Saturday, July 12, 2025