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Library - Overview

Library - Documents

The library cards is segmented in 3 tabs:

  • Documents
  • Last used
  • Memos

This article explains these documents tabs and their functions.

 

Navigate in the Folder Structure

In the Reader you can easily navigate through the folders of a structure. A clickable folder bread crumb is available to easily navigate back in the structure.

  1. navigate back to the top (root) of the library
  2. opened folder
  3. items within the opened folder

Filter and Sort

You can filter and sort your library in order to find the required content more easily.

 

Filter

Your library content can be filtered by applying following criteria:

Document Name search the content by name
Type

filter the content by  document types:

  • Smart Documents
  • Files
  • Forms
Effectivity filter by effectivity date
Owner filter by document owner
Status

filter by document status:

  • released
  • draft (only available for certain user roles)

Sort

Document Name search the content by name
Effective from filter the content by  the effectivity from date

Zoom & Pan

This feature allows users to interact with images in a dedicated full-screen view for a closer and more detailed look and and user-friendly way to view and interact with images.
The functionality is intuitive and provides navigation for exploring images:

  • Open Image: Clicking on an image will open it in a dedicated full-screen view, providing a focused experience.
  • Zoom In/Out: Magnifier icons (+/-) allow users to zoom in for more detail or zoom out for a broader view of the image.
  • Pan Image: When the image is zoomed in, users can click and drag to pan across different parts of the image for easier exploration.
  • Close View: The "X" icon in the corner lets users exit the full-screen view and return to the previous screen.

Image Quality

Depending on the quality and resolution of the image, zooming in may result in pixelation, especially at higher zoom levels. This is a natural limitation of low-resolution images and should be considered when using the zoom function.

 

 

Document Revision

You may retrieve the document revision information by clicking on the kebab menu and then selecting ‘Document Revision’.

Within the left navigation pane of Document Revision, you will encounter workflow steps, accompanied by tabs on the right section for:'Overview,' 'Discussion,' 'Change,' and ‘History Log’.

History Log

The history log provides a record of changes made to the presently accessed document revision:

Logged actions

New document
New document revision
Import document revision
Release document revision
Change effectivitiy date
Archive document
Revert document revision
Save document revision
Publish document revision
Terminate document
  • Activities are recorded in Coordinated Universal Time (UTC) format.
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Table of Contents

Library - Documents Navigate in the Folder Structure Filter and Sort Filter Sort Zoom & Pan Image Quality Document Revision History Log Logged actions
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