Quickly find what you need with a range of navigation options. Use the main panel to explore documents with notes or those shared externally, jump to recently viewed or newly added items through quick access, or narrow things down with search and filters.
Main navigation
In the left navigation menu, you can find the following tabs:
All: opened by default, showing full index structure.
Notes: all notes available to you. See Notes to files and folders.
Shared: all links generated for external sharing, visible only to project administrators.
Quick access
Use the filters in this panel to quickly locate:
Recently viewed: files you've recently interacted with.
Newly uploaded: all files and folders uploaded to the project within the last 30 days. You can also refine the date range using the Added on filter in the search box.
Unpublished: all files and folders that are awaiting to be published. Learn everything about document publishing.
Favorites: access files and folders you've marked as favorites.
Additionally, the quick access panel displays:
Folder tree: view and navigate through the document hierarchy.
Q&A attachments: access all attachments related to Q&A, if activated in the project.
You can collapse or expand quick filters only or the entire quick access panel as needed for an optimal document viewing experience.
Search & filters
Use the Search feature across documents to find what you need quickly and easily. If the query returns too much information, use the in-built filter feature to refine the results.
Our search is executed by an Optical Character Recognition system (OCR). This enables participants to search for words and/or phrases inside the documents and folders, as well as their titles.
Type your query into the Search box found in the top-right corner of the page.
Click on the filter icon within the search box to access all filtering options.
Added on: a simple date picker to refine the catchment dates.
Viewed by: explore documents viewed by you or your group.
File type: select the file types within which to search.
Labeled: choose which labels to apply to the search.
Redaction: refine by document redaction status.
Search area: focus the search between titles or content, or both.
Clear all: to restart your search query, click Clear all.
Each drop-down will refine your query to ensure you find what you need quickly. Several filters can be applied at the same time in addition to the search query or independently.
Columns & sorting
For seamless document management, you can customize and rearrange columns in the document list at any time. Click Customize columns to choose which ones to display. To adjust the order, drag and drop the columns as needed. To sort results, click the filter icon that appears when you hover over a column header. Below you may find the full list of all available columns.
Index: document order in the list.
Name: document title.
Status: current document state, if document publishing is enabled.
Notes: number of notes added to an item.
Labels: labels assigned to an item.
Pages: number of pages in the file.
Size: item size.
Added on: date when the folder was created, and file was uploaded, copied or moved.
Viewed on: last accessed date.
Permission: level of access assigned to the current user.
ID: unique document identifier.
Additionally, you can enable the Folders first option to always display folders at the top, regardless of the sorting arrangement.