General navigation

The modules of the Document mobile app follow similar navigation. When you first open a module, the page opens to the folders view.

Number Name Description
1 Main menu Tap the icon to switch modules, access settings, switch projects, or sign out of Document.
2 Filter and sort options Use filter and sort options to help you find items in the register. Tap the Plus icon in the filter list to add fields to the filter criteria.
3 Search Search for a string in the module items.
4 View

The Folders tab lets you view files by folders. The All items view shows all items without the folder structure.

5 Folder view Tap the arrow to select the folder to view.
6 List view/thumbnail view Tap the icons to switch views between a list view and a thumbnail view. The thumbnail view shows a preview of PDF files. This option is available for the Document, Mail, and Gallery modules.
7 Breadcrumb trail Lets you see the folder levels. You can tap a folder level up to go to that level.
8 Download status

Yellow = Data has been downloaded, but not the files. If you tap the icon, you download the view file.

Gray = Nothing is downloaded. You can tap the file to download it.

Green = The view file and metadata are downloaded.

If you click the icon at the folder level, you download everything in the folder.

9 Item information Shows the title, number, revision, status, discipline and file type. This information is available in both list view and thumbnail view.
10 Ellipsis menu

Contains the following options:

Details lets you view all the metadata

Manage Links lets you see items linked to the item and add links to new and existing items.

Make available offline lets you download the item and metadata.