All documents

The All documents folder is the default folder store for ALL documents that the user has permission to access.
It is also the default folder when creating new documents.
 
 
The document list shows:
 
  • Delete document - If the user has permissions the user can delete the document.
  • Copy document - If the user has permission the user can copy the document.
  • Document name - Click the link to open the document.
  • Unread comments - If the document has a minimum of 1 unread comment the icon will show. 
      When All comments have been read the icon will disappear.
  • Alert icons - Documents with an alert icons need to be approved, agreed or are signed contracts
  • Folder column - Lists the folder the document resides in. If it is blank the document is in the default ALL documents folder.
  • Tags column - Lists any tags that have been applied to the document
  • Department column - Lists the department used during document creation
  • Document type column - Lists the type of document type used.
  • Expiration date - Lists the expiration date on locked documents.
  • Last action column - List the date/time any changes were made to the document.
 
 
 
You can change the document list layout by adding or removing columns. To save the layout click the Screen icon next to the column selector.
Click the Reset icon to reset the list back to the default view.
 
Overview panel
The overview panel gives an overview of each document in the list. Highlight the document and the overview panel will populate.
 
 
 

The contents of All documents

Folders
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