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This menu allows the user to view the documents recorded in the system. When viewing documents, the way they are displayed in the search results to the logged user will depend on the configuration performed in the general parameters, and the operations the user will be able to perform in the document will depend on the permissions granted in the security of the document and its category. Through the field located in the upper right part of this menu, it is possible to alter the document search view between:

Vision

Description

Details

Shows all the main information of documents.

Structure

This option will only be enabled if the document selected in the list of records is associated with other documents in the "Composed of" section of its data screen. It shows the main information of the documents that make up the structure of the document selected in the list of records.

Container

This option will only be enabled if the document selected in the list of records has complex electronic files. It shows information regarding container structure and the files associated in each folder.

 

If necessary, use the filters described below to locate the desired records through specific information. To use them, go to the Search filters panel and click on the button to add them.

 

When the title of the document is translated, the language of the translation will be displayed on the data screen.

 

Favorites

Check the Only favorites option so that in the view only documents classified as favorites are displayed. For more information, refer to the Search Filters View favorite records section.

 
Attributes

Click on the Add attribute button and select the attribute associated with the category of the document you wish to search, the operator and a value for it. To add more than one attribute to this filter, use the Add attribute option in the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.

 
Document

Use the fields of this filter to locate the desired document, through its ID # and/or title/summary.

 
Document - Advanced

Document status: Expand the list of options and check the possible status in which the document you wish to view is found. If parameterized, some statuses will come already checked; however, it will be possible to uncheck them. Use the other buttons to check all available statuses and clear the markups performed.

Author: Enter the document author name that you wish to view.

File name: Enter the electronic file name of the document you wish to view.

Record user: Select the responsible for the document you wish to view. Use the other buttons on the side of the field to fill it with the logged user data or clear it.

Station: Select the station responsible for the copies of the document you wish to view.

Access control: Use the information in the security list of the desired document that you wish to locate. To do this, check in the corresponding field, the desired permissions and select the user, position, department and team that belongs to the security list.

Document period: In the Last day(s) field, enter the number of days prior to the last revision date of the document you wish to search. If you wish, use the Start and End fields to select the date range that covers the date on which the desired document was revised for the last time.

Record period: In the Last __ day(s) field, enter the number of days prior to the current date that covers the date of the registration of the document you wish to search. If you prefer, use the Start and End fields to select the date ranges that cover the date on which the desired document was created.

Validity: In the Next __ day(s) field enter the number of days before the current date, covering the validity date of the document you wish to search. If you wish, use the Start and End fields to select the date range that covers the validity period of the document you wish to search.

Validity status: Expand the list and check the options corresponding to the status of the document regarding its validity.

Digital signature: Expand the list and select the corresponding option for the system to filter documents that have already been signed or that have not been signed, that are awaiting signature, whose signature has been rejected by the signatory, whose signature time has expired, or whose signature has been cancelled or is incomplete.

Relationship: In the Where used field, select a document whose structure contains the document you wish to view. In the Composed of field, select a document that is part of the structure of the document you wish to view. In the Translation field, select a document with a translation relationship with the document you wish to view.

 
Keyword

In the field displayed in this filter, type the name of the keyword and press Enter on the keyboard, or use the button and select the keyword related to the document you wish to see. Add all desired keywords.

As they are added, they will be displayed in the area just below the field. To remove a keyword from the filter, hover over it and click on the Close option. To remove every keyword from the filter, click on the button, located next to the Keyword field.

At the bottom of the filter, select the AND option so that all words are considered as filters or the OR option so that at least one of the words is used as a filter.

 
Revision

Revision period: In the Last __ day(s) enter the number of days prior to the current date that covers the date of release of the current revision of the document you wish to view. The user can also use the Start and End fields to select the date range that covers the release date of the document current revision that you wish to view.

 
Project

Use the fields in this filter to locate the desired document through the project (SE Project) to which it was associated. To do that, select the desired project or enter its ID # and/or name.

 
Activity

Use the fields in this filter to locate the desired document through the project activity (SE Project) to which it was associated. To do that, enter the ID # and/or name of the desired task.

 
Nonproject task

Use the fields in this filter to locate the desired document through the isolated activity (SE Time Control) to which it was associated. To do that, enter the ID # and/or name of the desired task.

 
Workflow

Use the fields in this filter to locate the desired document by using the workflow (SE Workflow) to which it was associated. To do that, enter the ID # and/or title of the desired workflow.

 

After you complete the necessary filters, click on the Search button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be displayed on the right-side of the view screen.