2.3.1 Manage Document

 

To View a Document:


  1. Locate the required Document (Search, Main Menu, Navigator, Overview)
  2. Select the Document Item from the results list
  3. Right-click on the Item (drop down menu is displayed)
  4. Click View Item
  5. Alternatively after step 2, click the View Item Label from Items grid or double click the Item.


Document View


To Download a Document Item (Note this functions only works for Document Items):


  1. Navigate to any Item results list
  2. Select any Document Item from the results list
  3. Double-click on the Document Item
  4. Alternatively after step 2, click the Download label from menu at the top of results grid.

To View Item Details:

 

  1. Right-click on the Document Item (drop down menu is displayed)
  2. Click View Item
  3. Click on the Item Details tab
  4. Alternatively, select the Document Item and click the View Item label from menu at the top of results grid and then click the Item Details tab.


Document Item Details


To View Item History:

 

  1. Right-click on the Document Item (drop down menu is displayed)
  2. Click View Item
  3. Click on the Item History tab
  4. Alternatively, select the Document Item and click the View Item label from menu at the top of results grid and then click the Item History tab.

 

Document History

 

Note, by using the filtering buttons you can filter the information presented, for instance you can view the History of a previous Revision or the History of all Revisions.

  

To View Item Feedback History:

 

  1. Right-click on the Document Item (drop down menu is displayed)
  2. Click View Item
  3. Click on the Item Feedback History tab
  4. Alternatively, select the Document Item and click the View Item label from menu at the top of results grid and then click the Feedback History tab.

 

Document Feedback History


Printing a Document Item:


  1. Right-click on the Document Item (drop down menu is displayed)
  2. Click View Item
  3. Click on the Print Icon (top right corner).






Note that Document Items are not printed to PDF but open a print dialog box.


Add the Document to your My Documents:


When adding a Document to your My Documents it will appear in the list of your My Documents.


  1. Click the Add to My Documents icon on the toolbar in the top right hand corner.






Submit Item Feedback for a Document:


You can submit Feedback about the Item as follows.


  1. Click the Feedback icon on the toolbar in the top right hand corner.






For details of how to submit Item Feedback please refer to Section 2.8.1.2.