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

  1. Go to the Company Workspace tab and switch to User mode
  2. In the left Navigator, click Document Manager.

    The following functional nodes appear under the Document Manager grouping node:

    • Company Documents
    • Unpublished Documents

Navigating to Project/Shell Documents in Document Manager

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, click Document Manager.

    The following functional nodes appear under the Document Manager grouping node:

    • Documents
    • Unpublished Documents

      Note: Navigation in the Document Manager grouping node works the same way at the company level and the project/shell level, when in User mode, as explained below.

The documents log (for both the Company Workspace and the project/shells) displays the contents (subfolders, documents, empty documents, shortcuts) of the folder selected. If you are viewing the log using Tree View, you can click the plus sign (+) next to the folder name to expand it and reveal subfolders, or click the minus sign (-) to collapse the structure. If you are using Tree View, you can also 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.

In This Section

Navigating to Company Documents in Document Manager

Navigating to Project/Shell Documents in Document Manager

Display Folders by Project or Shell Phase


Last Published Sunday, July 20, 2025