Overview
You will see the data grid in the centre of the user interface. This is your central workspace for documents.
What does the data grid show you?
The data grid provides you with the following information:
All documents in the currently selected collection
The document list in a clear table format
The total number of documents managed in this collection
Customise view
You can customise the display to suit your needs:
Sort the documents according to various criteria
Manage your view individually
Capture all important information at a glance
Use the search function
Search directly in the collection
The search bar is already preconfigured for you:
The currently open collection is automatically stored as a filter
You can search directly in this collection
Your search results are limited to the selected collection
Add further filters
You can refine your search if required:
Click on the filter button next to the search field
Select additional filter criteria
Narrow down your search results further
Upload files
Add more files to the collection
You can upload additional files via the menu bar:
Click on the corresponding button in the menu bar
Select the desired files
The files are linked to the collection
Create upload link
You can enable other people to upload documents:
What is an upload link?
An upload link allows other people to upload documents to Scopevisio Documents on your behalf
The persons do not need their own account
Security settings: You can secure the upload link:
Limit the validity of the link (time limit)
Limit the data volume (size of the files that can be uploaded)
You retain full control over the upload process
How to create an upload link:
Click on the option to create an upload link in the menu bar
Set the desired restrictions
Share the generated link with the desired people
Tip: Upload links are particularly useful for collaborating with external partners or customers who do not have access to Scopevisio Documents.