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.

• Select the All, Active, or Archived tabs to filter by status.

• Enter text in the Search field to locate a document. You can also search on document criteria. See Search with document details.

• In the Show dropdown list, select the number of rows of documents to display.

• Select the Expanded and Condensed buttons to toggle between showing document folders.

• Select the Manage Folder button to edit, delete, or create a folder. You cannot delete a folder containing documents.

• 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:

• Select any column to change the order of the display. To select the columns that display, see Setting preferences.

• Select the document Name link to go to the document.

• 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:

1. From any Documents page, select the ADD CUSTOM TAB button.

2. In the top field, enter the custom tab's name, such as Assigned to Me.

3. Below the name, select the Add Filter button.

4. Drag the desired filters from the Available Fields on the left to the blue rectangle to the right.

5. Add the filter details:
   

   • 条件决定着字段与值之间的关系。可用选项基于您将要执行的工作。

     • 等于 (=) 是精确匹配。

     • 不等于 (!=)。

     • 包含会根据部分文本来匹配字段。例如，您可以添加“业务”，然后选择包含“业务流程”、“业务策略”和“业务单位”的字段。

   • 值是进行过滤的依据选项。值可以是日期、自由文本，或由参考代码驱动。请参见Configuring categories, values, and attributes。

   • 逻辑会定义如何搭配使用各个字段。可用选项基于您将要执行的工作。

     • “And”逻辑是指必须满足所有字段/条件/值（例如，字段 1 AND 字段 2）。

     • “Or”逻辑表示必须满足至少一个字段/条件/值（例如，字段 1 或字段 2）。

     • “Not”逻辑则恰好与“And”逻辑相反（例如，仅限字段 1。如果结果是字段 1 和字段 2，则会忽略）。

     • 包含一个值。

6. 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.

7. When the desired filters have been added, select Save Changes. The custom filter displays at the top of the toolbar.

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