Viewing Documents
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Created by: Harry Baruhas
Modified on: Mon, 5 Oct, 2020 at 12:03 PM
The following icons appear on the VIEW tab on Info-Organiser (see images below).
Version 11 View tab
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812255/original/J87QnpvvnhB90ttKFLZcgkjSZwEs8JkiPw.jpg?1551747796)
Version 12 updated View tab (Document Permissions has been added)
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043153281006/original/yhNIAde1jPgQdgQdyWq_U_clP-cvKzIoVw.PNG?1601858298)
Icons & Functions
Icons | Function |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812286/original/ZiXbHMthSt1oCG5XbUMIbPur-XlKcHl8xA.png?1551747839) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812303/original/iPSr06T4QkTikXy0bjQ9Sxvix3JFKRxyZg.png?1551747868) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812332/original/pnplYBqMVN97mbpM3BXiWkuImwizVJfn-A.png?1551747880) | Select your saved view to load Open the list of views you have saved Select which one you want to load from the list
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![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812335/original/Q9BRfS4CYy-Bd3nFo7BDuX7RC1q_1quEvw.png?1551747889) | Select saved shared views to load Open the list of views that are shared to everyone Select which one you want to load from the list
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![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812341/original/XUBWLLT-OUMYWNAjLc2MfaqK7zphtcs7fg.png?1551747906) | Opens view management window Here you can rename, delete, add and share views
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![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812353/original/FyafDi0xkFR6z2RhoJnDNl8ewpqSlB15AA.png?1551747915) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812392/original/_LeCWDMvzlY00Hk4pOyOsi8BohvX4bF36A.png?1551748019) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812395/original/-9xRofUV19uWblouaZbTNom5MJYLHxsUig.png?1551748026) | Opens the Folder Tree, which is a list of folders where documents are added Opens virtual properties Folder Tree, which is a tree view of properties that filter the document view Note: You can drag documents from Windows onto a virtual properties folder tree to automatically populate the properties. Also can select a folder to populate properties in add documents.
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![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812398/original/iBNAOGFz0-LfOHyj6-wIeNLSws0IUbvpiA.png?1551748033) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812403/original/N8g_Mg_tgFPgp4QBH1zsP36hTm2hjgwflg.png?1551748041) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812405/original/vM_BJ3aR-E3BY3cSmP7wgLXRo7cn_6MCBw.png?1551748048) | - Add a a copy or multiple copies of documents from the Add Docs tab
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![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812504/original/dz-rUGanhkX9UPY4EhT7fKCPhk-r5JxkCg.png?1551748246) | Opens the Workflow Properties window This includes Workflow Properties, which are built in properties for document control (assigned to, status etc.)
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![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812511/original/PmHEBih1_daCOLGMp3v2faCF_fbsgAJSAg.png?1551748255) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812512/original/aQMklip_TLADvsBDTUJuMH9U7BPIw49ekQ.png?1551748267) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812554/original/ByJzJbU4l4F64dQU6Ulejwxmh3oYiZq0ZQ.png?1551748344) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812555/original/937OY4j6xIyt0TlRnsJTjU-Km3uBz5-dww.png?1551748352) | |
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812562/original/YTqGTuKAITzhuGaSNWOrRftIbnt3hJemEA.png?1551748358) | Opens the property details for a property These show detailed property information on a property, like an address for a customer This is configured in admin properties
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![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812566/original/8Iqs6M5S33VnA6TJ94uJIv0KkCUTUz1gxw.png?1551748366) | - Once a document is selected in Smart View or Search Windows Explorer will take you to the documents original location
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(Version 12 only) | - Opens the document permissions properties window
- This includes document permissions properties, which will list group/roles user has access to
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![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812647/original/mqVJuyH3DXRgF5lso-uPgZ1zOEzHNDz4SA.png?1551748545) | - Allows you to change the display of your document views
- Select from drop down menu
- Detailed Small Icon, Medium Icon, Large Icon list
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043012812644/original/C5ejC_sBUZWWHdhULEEkALhlYYl-aBwNJw.png?1551748532)
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Harry is the author of this solution article.
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