When viewing the Documents module, you will see your documents listed in a table format according to any filters that have been applied. Filters can be applied across portfolios, project types, business sectors or service lines, locations, etc., or for a specific project.
You will also see charts detailing different aspects of your document data, from Open Documents by Category and Template, to Documents by Status and Overdue Documents. You can turn Charts on or off by clicking on the charts toggle.
Document detail filters provide for filtering by Category, Edited By, Template or Status of the documents.
The Search function is usually towards the upper right corner of the screen at the end of the list of modules. It is available for text searching within the title of the document. As with any Windows based application the use of Ctrl-F key combination will also provide a Search for text within the current screen.
Each of the table headings can be sorted in ascending or descending order by selecting the particular heading you would like to sort.
On the far right had column you will see two icons that are used for editing document properties (a pencil) and for deleting a document (a rubbish bin). Selecting the EDIT icon allows you to change the document ID, the status, and the due date of the document. Selecting the DELETE icon will delete your document. If you accidently delete a document, you will need to ask your system administrator to recover it for you. If these icons do not appear for some documents, then you do not have the permission to edit those documents.
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