Working with Document Manager in Company and Project or Shell

Navigating to Document Manager at the company level:

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

Navigating to Document Manager at the project/shell level:

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

In general, the following nodes appear under the Document Manager node at the company or project/shell levels:

The project/shell Documents log and Company Documents log display attributes about the documents and folders listed in them.

Project/Shell Documents

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, select Document Manager, and then select Documents to open the Documents log.

Company Documents

  1. Go to the Company Workspace tab and switch to User mode.
  2. In the left Navigator, select Document Manager, and then select Company Documents to open the Company Documents log.

The log can be designed in uDesigner if the folder and document properties have been designed.

Notes:

The following shows the default display of the project/shell Documents log and Company Documents log.

Documents log or Company Documents log

The Documents log or the Company Documents log is divided into two left and right panes. The following explains each pane.

The Documents log or the Company Documents log left pane has the following toolbar options:

Toolbar

Description

Create

Enables you to create:

  • Folder
  • Empty Document
  • Business Process

Note: The options above are available if you select All for the View toolbar option.

Actions

Lets you conduct the following actions on multiple files or folders:

Add to Favorites

Move

Copy

Delete

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Send for E-Signature

Recall E-sign Request

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Transfer Ownership

Edit

  • Revise
  • Check In
  • Check Out
  • Cancel Check Out
  • Lock
  • Unlock

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Export

  • Structure and Properties (CSV)
  • Structure and Properties (Excel)

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Import

  • Folder Structure Template
  • Structure and Properties (CSV)
  • Structure and Properties (Excel)

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Permissions

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Index Report

  • HTML Format
  • PDF Format
  • CSV Format

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View Import Audit Log

Flat View

Lets you see a flat list (default view) of all files and folders, located in the root (Project Documents) folder. To browse a folder in this view, double-click the folder name. This opens the contents of that folder in the log.

When you click a file or folder, the relevant tabs open on the right pane, which let you define the file or folder properties, permissions, and so on.

Tile View

To change the views between list, tile, and tree views.

Tree View

To change the view of folders and documents. You can open any number of folders in the hierarchy and view their contents in the same view.

Download

To download documents or folders onto your local or network drive.

Upload

To upload files from your local system into the project/shell or company-level Document Manager.

View

To customize the Documents log to display files based your filter criteria. For details, see Working with DM Log Views.

  • All
  • Owned by me
  • Checked out by me
  • Locked
  • Uploaded in last 7 days
  • Uploaded in last 30 days
  • Current Phase
  • Create New View
  • Manage Views

Edit View

To change the log view (columns, filters, sort, and so on).

Refresh

To refresh the items on the log.

Favorites

To view the favorites list.

Initiate Bluebeam Studio Session

To initiate a Bluebeam Studio Session. For details about Bluebeam, refer to the Unifier Bluebeam User Guide.

Search

To open the search window and search for a specific document. For more information, see Searching Content.

Find on Page

To find an item on the page or log. For more information, see Finding on Page.

Next to each item on the log (next to a folder, subfolder, document, shortcut, or empty document), there is a gear menu ( ). The gear menu for each document is explained below:

Note: The following menu options change for empty documents.

Option

Description

Open

To open a file in the default File Viewer.

Open in AutoVue

To open the file in AutoVue.

Download

To download a file.

Add to Favorites

To add the item to the list of favorites.

Create

To create a file based on a business process.

Actions

Lets you perform the following on a file:

  • Revise
  • Check Out
  • Check In
  • Cancel Check out
  • Lock
  • Unlock

Transfer Ownership

To transfer the ownership of the file.

Move

To open the Move window and move the file to the destination folder.

Copy

To open the Copy window and copy the file to the destination folder and include comments.

Delete

To delete the row or item.

The gear menu ( ) for each folder is:

Option

Description

Create

To create a folder.

Upload

To upload folder.

Download

To download folder.

Add to Favorites

To add the folder to the favorites list.

Move

To open the Move window and move the folder.

Copy

To open the Copy window and copy the file to the destination folder and include comments.

Delete

To delete the row or item.

The gear menu ( ) for each PDF is:

Option

Description

Self-sign

To sign the PDF.

Send for E-Signature

To send for E-signature.

Initiate Bluebeam Studio Session

To initiate a Bluebeam Studio Session. For details about Bluebeam, refer to the Unifier Bluebeam User Guide.

The Documents or Company Documents left pane has the following columns:

Column

Description

Name

The name of the document or folder.

Comments

Comments associated with a file.

Envelope Code

If you are using envelopes in DocuSign or Adobe Sign and a document or group of documents was submitted for an e-signature request, this column displays the code assigned to the envelope that contains the applicable documents. If an envelope is resubmitted for signatures, the code is overwritten with a new code.

Lock

Indicates whether the file is locked or not.

Bluebeam Session Status

Indicates the status of the document in the Bluebeam studio session.

References

Any references included in the file.

Linked Records (BP)

Any linked records included in the file.

Title

The file title.

Creation Date

Creation date.

Issue Date

Date that the file was issued.

Owner

The owner of the file.

Revision No.

If the file has been revised, the revision number appears here.

Pub No.

Publication number.

% Complete

The status of a file.

Size

The size of the file.

Upload By

The name of the user who has uploaded the file.

Upload Date

The date that the file was uploaded.

Location

The location of the file.

Discipline

The selected discipline.

Document Status

Current state of the document.

The Documents or Company Documents right pane has the following tabs:

Tab

Description

Properties

Displays detailed information about a selected item on the log (left pane).

Linked Records

This tab only applies to Documents.

Displays the information about records that are linked to the file.

Audit Log

Displays the actions that have been taken on an item, with details. You can print the audits or search for a particular audit.

Permissions

Displays the name of the users or groups that are permitted to work on the selected item, and the permission type.

Options

Displays the type of options available for each item selected.

Recycle Bin

Lists all files that have been deleted along with details about each deleted file. You can use the following toolbar options to restore deleted files, search among deleted files, or permanently delete the deleted files:

Unpublished Documents

Lists all unpublished documents and provides details on each one. You have the option to publish or download documents on the Unpublished Documents log. The gear menu ( ) for each file lets you conduct the following operations on a selected file.

The Unpublished Documents node log is divided into two panes. The left pane provides a list of unpublished documents, and the right pane provides details on each document in the following tabs:

In This Section

Working with DM Log Views

Using the DM Log Tile View

Searching Content

Finding on Page

Sorting Columns


Last Published Wednesday, July 2, 2025