Document Tree

Utilizing Document Tree


How to use the Document Tree to obtain documents.



Document Tree

  1. The expandable and collapsible Document Tree allows you to narrow down your document search to the desired document type.
  2. Only view documents associated with an asset using the Grid View filters.
  3. File attachments can be easily attained right from the Grid View. This will tell you if the document is a PDF, photo, WORD Doc and so on.


Finding Documents in the Document Tree.


You can use the Document Tree to only locate a specific file type such as finding photos or blueprints.



Document Tree

  1. In this example, the type of document to be found is a photo.
  2. The Document Tree is then filtered to display the needed path to get to the needed document.
  3. Once the folder is selected, the Grid View only displays the document associated with the folder selected.