The Document Manager can be found in the Documents Menu » Document Manager.

 

Displaying Documents

The Document Manager gives you access to all your QAntrol documents. You can display the documents in a variety of ways configured by the Group By option in the toolbar. Most users will probably want to use the Document Manager in QAntrol mode, as shown below.

 

Group by QAntrol Record Links

Select QAntrol from the Group By toolbar field then click Refresh Data.

 

Document Manager - Grouped by QAntrol links.

 

Group by Project (User Defined Folder Structure)

Select Project from the Group By toolbar field then click Refresh Data.

 

With this grouping you can setup your own folder structure, Documents are still linked to QAntrol records and the Document Manager can be switched at any time to view in either grouping. Please refer to Creating a Project Folder Structure for information on how to setup these folders.

 

Document Manager - Grouped by Project

 

Group by Company

Select Company from the Group By toolbar field then click Refresh Data.

With this grouping you can view documents by the Company that they are assigned to.

 

Group by None

Select None from the Group By toolbar field then click Refresh Data.

With this grouping you can view all documents in one big list.