Who is this article for?

Ideagen EHS User viewing documents and folders.

Access to view documents will be required to follow these steps.

From the landing page, users may view the folders and documents. There are four system views available to the user:

• All Documents – all documents in the system the user has permission to view
• My Documents – documents where the user is the document owner or coordinator
• My Pending Uploads – documents the user uploaded which are awaiting the document details to be entered
• Recent Documents – documents finalized or released in the last seven days

This article outlines the steps needed to document folders:

1. Viewing Documents and Folders

2. Further Reading

1. Viewing Documents and Folders

1. Click on the Documents icon.
2. Click on the Document Management menu item.
3. Click on the Manage Documents menu item.

4. To view documents and folders, select the drop-down menu item from All Documents.

5. To view all documents the user has permission to view select All Documents from the All Documents drop-down list.
6. To view the User Documents, select the My Documents drop-down from the All Documents drop-down list.
7.  To view the User Pending Documents, select the My Pending Upload to drop down from the All Documents drop-down list.
8. To view User, and Recent Documents, select Recent Documents to drop down from the All Documents drop-down list.

2. Further Reading

• Accessing the Document Management Module
• Creating Adding Document Folders - Admin