Finding and managing documents

You can easily find and manage your documents through Policy Manager.

1. From the left navigation menu, select Documents > All or a specific type of document.

The Documents section consists of the following components:

• All, Active, or Archived tabs that allows you to filter your documents view list.

• Search bar to find a particular document. For more information, see Search with document details.

• Show field to customize the display of the number of rows to view the documentation list.

• Export button to download the document grid to an Excel worksheet.

From the rows in the document grid, you can:

2. Select any column to change the order of the display. For more information, see Setting preferences.

   1. Select the Name link to go to the document.

   2. Select to peek at the details of the document.

   3. Select to download a document in the Word or PDF format.

   4. Select to add the document to a folder.

   5. Select to archive a document.

   6. Select to unarchive a document.

After a document is archived, you cannot perform any actions on the document except to unarchive the document.

Custom tabs

Policy Manager provides All, Active and Archived filters. Follow these steps to add your own filter for a custom tab.

To add a personal filter and create a custom tab:

1. From any Documents page, select the ADD CUSTOM TAB button.

2. In the top field, enter the custom tab's name, such as Assigned to Me.

3. Below the name, select the Add Filter button.

4. Drag the desired filters from the Available Fields on the left to the blue rectangle to the right.

5. Add the follwing filter details:

   • Condition determines the relationship between the field and value. Available selections are based on the work you are performing.

     • Equal to (=) is an exact match.

     • Not equal to (!=).

     • Contains to match a field on partial text. For example, you can add Business and pick up fields with Business Processes, Business Policies, and Business Unit.

   • Value are selections to filter by. Values can be a date, free text, or driven by Reference Codes. For more information, see Configuring categories, values, and attributes.

   • Logic defines how fields work together. Available selections are based on the work you are performing.

     • “And” logic means all fields/conditions/values must be met (for example, field 1 AND field 2).

     • “Or” logic means at least one field/condition/value must be met (for example, field 1 OR field 2).

     • “Not” logic is opposite of “And” (for example, field 1 only. If field 1 and field 2, then ignore).

   • Contains a value.

6. Select RunTime to enter the value each time you select the custom tab (versus having a default). Select Required if you want to require the entry of the value each time you select the custom tab. For example, if your filter has a Field of Owner and Condition of =, when the filter runs you can enter any owner name for the results.

7. When the desired filters have been added, select Save Changes. The custom filter displays at the top of the toolbar.