Information Zone Overview

The Information Zone provides access to your organization's important emails, documents, and drawings.

Note: The information in this topic is also relevant to the Documents tab on project, enquiry, contact, and organization records.

The Information Zone provides the following features:

Feature	Description
Find Documents	Use the search features and available filters to find documents. When you search for documents on the Documents tab of an entity record, only documents that are linked to the entity are returned.
Publish Documents	Publish documents to one or more document pools in the DMS.
Edit Documents	Check documents out to edit them, and then check them back into the DMS to replace the latest version. You can also edit the properties of documents.
Download Documents	Download documents to your local PC for offline viewing and sharing.
Organize Documents	Add documents to baskets for quick access. You can , and to share with colleagues.

When you view the Information Zone, you choose one of two modes to work in: Classic View and Smart View. To switch between Classic View and Smart View, use the Smart View slider.

Note: If the Smart View toggle is not available, it means that your administrator has not enabled it, and you can only work in Classic View.