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All Documents View

All Documents View provides an aggregated view of supported libraries associated under the Site. The following libraries are supported:

  • Site

  • Lease

  • Project

  • Asset

  • Incident

  • Event

Use All Documents View:

  1. Navigate to the Site home page.

  2. Click the All Documents button in the Quick Link Toolbar atop the left navigation.

    The All Documents page opens.

  3. On the All Documents page, a prompt appears.

    Select a display option from the Display drop-down menu.

  4. Select the check box(es) next to the desired objects.

    You must select the object check boxes for categories to appear in the Category drop-down menu.

  5. Choose a category from the Category drop-down menu.

    Category is a required field.

  6. Define any other desired search options, then click Search.

    The list of documents appears.

The Library column in the results list displays which Library the document belongs in. Click the Library's name to navigate to the Library.

Document Type Icons

Document type icons indicate the file type of the document. The document type icon works in a similar manner as the menu stacks button. Click the document type icon to display a list of actions that can be taken on the document.

Specialized icons exist for the following file types:

  • PDF

  • Excel

  • Microsoft Word

  • PowerPoint

Photos display a photo icon, and miscellaneous files display a generic icon.