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List Documents III
Help: List Documents

This page displays a list of all folders associated with the current project being viewed. Documents that are not assigned to any specific folder also appear on this page.

To search for documents and folders, click the Search For Documents and Folders link or the Search option in the navigation.

To view the contents of a folder, click the folder icon or the folder name.

Documents and folders may have associated schedule steps. If so, the field Task(s) will appear within the information of the document or folder with a number. That number indicates the number of associated schedule steps. Click the number to launch a popup window and view the list of steps.

To download a document, click the document icon or the document name. If the document is a URL/link, the icon will be different and clicking the icon or the URL will launch a new browser window.

To add a folder, either use the Quick Add Folder feature on the left-hand side, or click the Add Folder option in the navigation. A list of folders appears on the left-hand side of the page, each with an icon. The list can be used to navigate within folders, by clicking the folder names. Note: There is only 1 level of folders underneath the Home folder. Folders cannot be added inside other folders.

To edit folder or document information, click the Edit Info button associated with the folder or document in question. The Edit Info button can be found in the Notes section on the right-hand side for both Folders and Documents.

To add a document, click the Add Doc option in the navigation.

To mass delete folders and documents, click the checkboxes along the right-hand side of the page and the Delete button at the bottom.