Training & Support

Topics

Topics

16.0 Essential Document Management

16.1 Search and View Documents

Duration • 2.5 Minutes

The Document Management Solution allows users to search and filter for specific documents, and view a document within AnovaOS.

Study documents

The system header allows you to navigate to the document management page to view and manage your documents. To navigate to the documents page, select the documents tab in the navigation panel.

Search and View Documents

During the process of locating a specific document, users may search using keywords or apply filters to refine the document list. To search the document list:

  1. Use the search bar located in the top-right corner to search by key words, document title, or document ID.
  2. Select the search icon to execute the search.
  3. Choose whether the search should apply only to document titles or also include document content using the three lines to the left of the magnifying glass icon in the search bar to open the drop-down menu to define the search.

To filter the study list:

  1. Select the filter icon to the left of the search bar.
  2. Apply required filters, including document status, document creator, file type, or a specified date range. This will return a refined list of documents matching the selected criteria.

 

 

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16.0 Essential Document Management

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Duration • 4.5 Minutes