General information: documents screen

Clément Steuve -

If you click on Documents in the Entire project (on the top left corner, you can see the project's name and just under this name, you see where you are in the project: in the entire project or the name of the list), you will access the overview of the documents.

 

At the top of this overview, you can see the data of the documents:

  • Amount of points (on the document)
  • Amount of versions (of the document)
  • Document name
  • Type of document (report, plan, picture)
  • Uploaded by (the author of the document, i.e. the person who uploaded it)
  • Upload date

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If you go over a document with your mouse, you will see three extra functions appear:

3_functionaliteiten.png

 

oogje.png Preview the document

download.png Download

06-03-2017_11-45-02.png Edit, archive, delete or show details of the document

If the function is displayed in light grey, it means you do not have the necessary access rights on the whole project. Please contact the administrator of the project to get the correct access rights.

 

In the search bar at the top of the screen, you can click on the filter icon in order to display the active or archived documents.

The active documents are displayed by default.

filter.png

filter_1.png

 

You can then click on the small arrow to the right of the search bar to start an advanced search:

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The application filters automatically on All but you can also choose to filter your documents more precisely according to different criteria and then click on Add to save these criteria:

 

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Do not forget to take capital letters into account. The data you enter in the search bar must correspond to the document's data.

hoofdletters.png

 

To the right of the search bar, you will also see 5 other icons:

Folder structure

1.png Click here to see the documents in a folder structure

3.png When you are in the folder structure, you will also see that the icon changes: it is now totally white.

 

Show/hide folder

  • You can also click on the arrow next to the folder to show or hide the different subfolders.

1.png

 

Add a subfolder

  • You can add a subfolder by clicking on the Screen_Shot_2017-06-19_at_13.28.52.png icon to the right of the Public folder and then on + add a subfolder

You cannot add any new subfolder in the pictures and reports folders. The My pictures and My reports folder are created automatically and all your pictures and reports will be saved in these folders. When a user gives you access to their pictures or reports folders, a new map will be added automatically. For instance:

Pictures - User A

Reports - User B

 

submap_toevoegen.png

 

A window appears, in which you can input the subfolder's name and then click on Save on the bottom right corner.

submap_naam.png

 

The subfolder was successfully created

submap_goed_toegevoegd.png

 

You can then choose to create another subfolder under Architectuur, edit the name of the Architectuur folder or delete the Architectuur folder, which is a subfolder of Public, by going over the newly created folder with your mouse and click on the 3 little dots.

 

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According to your access rights, you will or will not see these options.

  

Export the folder structure:

Click at the top of the folder structure, next to Folders, on the three little dots to export your structure in Excel.

exporteer_mappenstructuur.png

2.png

Example:

voorbeeld.png

 

 2.png Click here to sort the documents according to one of these two options

sorteeopties_2.png

 

 3.png Click here to display the documents in thumbnails (at this moment, you are in the list overview of the documents).

4.png The icon changes to inform you that you are now in the thumbnail overview of the documents.

 

miniatuur.png

 

Click on the icon with the three dots...

3_puntjes.png

 

... to access the different options (preview document, download document, edit the document's title, archive the document)

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Depending on your access rights, you will see these options in black (available) or in light grey (not available)

 

refresh.png Refresh the documents list

5.png Access your account's settings or log out of APROPLAN

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