Finding and managing documents
Policy Manager offers multiple ways to quickly find and manage documents. Documents for which you have rights to view can be accessed.
From the left menu, select Documents. Select All or a type of document to view the grid of that type of document and select a folder, if available.
From the document page, you can perform the following actions.
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Select the All, Active, or Archived tabs to filter by status.
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Enter text in the Search field to locate a document. You can also search on document criteria. See Search with document details.
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In the Show dropdown list, select the number of rows of documents to display.
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Select the Expanded and Condensed buttons to toggle between showing document folders.
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Select the Manage Folder button to edit, delete, or create a folder. You cannot delete a folder containing documents.
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Select the
Export button to download the displayed contents of the document grid to an Excel worksheet.
From the rows in the document grid, you can:
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Select any column to change the order of the display. To select the columns that display, see Setting preferences.
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Select the document Name link to go to the document.
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Peek at the document's details. -
Download a document in Word or PDF format. -
Add the document to a folder. -
Archive a document or 
unarchive a document. Once a document is archived, you cannot perform any actions on the document except to unarchive the document. -
Chat with another person. Select one or more people then select Chat with to start the chat.
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:
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From any Documents page, select the ADD CUSTOM TAB
button. -
In the top field, enter the custom tab's name, such as Assigned to Me.
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Below the name, select the Add Filter button.
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Drag the desired filters from the Available Fields on the left to the blue rectangle to the right.
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Add the 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.
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Value are selections to filter by. Values can be a date, free text, or driven by Reference Codes. See Configuring categories, values, and attributes.
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Logic defines how fields work together. Available selections are based on the work you are performing.
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“And” logic means all fields/conditions/values must be met (for example, field 1 AND field 2).
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“Or” logic means at least one field/condition/value must be met (for example, field 1 OR field 2).
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“Not” logic is opposite of “And” (for example, field 1 only. If field 1 and field 2, then ignore).
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Contains a value.
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- Condition determines the relationship between the field and value. Available selections are based on the work you are performing.
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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.
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When the desired filters have been added, select Save Changes. The custom filter displays at the top of the toolbar.
