Documents is part of Filevine’s Docs+ Features.
In Documents, you can search documents across all of your projects. Any document added to a project in your Org, including archived projects, appears in Documents. (Files associated with hidden projects or no projects do not appear.)
Navigate to the page by clicking the list icon or selecting Documents from the main menu.
The Documents page displays a search bar along the top, and options for filtering along the left side. Enter a search term and click Search to bring up a list of the Org’s documents.
You can use most of Filevine's search operators here, just as you would in other search boxes. Doc titles and doc content should be searched using the filters.
This list includes the following information about each document:
- date the document was last updated
- project name
Click Clear Search to clear these results and begin a new search. You can order by column, resize or move columns, and change the pagination within the Documents table. Learn more about managing the table.
Expanded and Collapsed View
Search results can be viewed in either expanded or collapsed view. Click Expanded or Collapsed in the top right corner to switch between the two views.
In addition to the information listed above, the expanded view displays breadcrumbs of where the document exists in the project’s folder structure. This view also displays the page number and the places in the document where the search term occurs.
Click a search term in this display to open a new tab previewing the document, with the term searched and highlighted throughout the document. Click any of the folders displayed in the breadcrumbs to go to that folder in the project.
On the left side of the page, you can filter the search results by the following:
- last edited date
- uploaded date
- uploaded by (user)
- last edited by (user)
- title contains
- doc contains
Click the caret next to a filter section to expand the section and select the desired filters. When you have selected all filters, click Apply at the bottom of the filter menu to bring up thelist of documents.
Add a Filter
In an expanded filter section, click into the search box and begin typing to find the desired filter. Add one or multiple filters. You can remove individual filters by clicking on the “x” next to them.
In the project filter section, you can also select multiple filters at once by clicking the checkbox next to the projects in the dropdown.
For the date filters (last edited date and uploaded date), expand the sections and select the beginning and end dates of the desired filtered range.
For the “Title Contains” and “Doc Contains” filter, enter the term and press Enter. The term appears as a tag in the filter section. You can then apply the filter.
Stacking Multiple Filters
Multiple filters can be added both within and across the filter categories. Within a single filter, results will include documents that have any of the selected filters; across filters, results include only documents that have both filters.
Preview and Details
Preview the document and view doc details in an expandable flyout. To open this flyout, select the desired document and then click on the info icon in the top right corner of the page.
Note: A document must be selected to expand the flyout.
The preview tab displays an expandable preview of MS Office, PDFs, and image files. Scroll through the document or use the arrows at the bottom of the preview to flip through the pages. Click on the eye icon in the left top corner of the document display to open up the full previewer in a separate tab.
This preview tab displays files up to 500 pages. To view a file longer than 500 pages, open the full previewer.
The details tab includes the following information about the document:
- uploaded date
- user who uploaded the file
- document tags
- places in the project where the document has been attached, including fields and activity items
If the project is connected with Vinesign, you will also see a place to sign into Vinesign and begin a Vinesign job at the bottom of details.
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