Smart View
Smart View provides a more modern and intuitive user interface to find and manage documents in the Information Zone. This view provides many of the same features as in Classic View, and is the recommended view for most users.
Smart View slider to enable it.
The following modes are available in Smart View:
| Mode | Description |
|---|---|
| Document Mode |
Use this mode to find and manage documents. You can use the search field to search for documents by text. To narrow down your search results, you can apply one or more filters, such as file type, publish date, and so on. You can edit documents that you have access to, including bulk editing the properties of multiple documents. When you view the Summary Details of a document, you can view all document details, view and download renditions and previous versions, and see who a document has been shared with. You can also add additional file types in the Renditions section. |
| Basket Mode | Use this mode to view and manage your document baskets. You can search for baskets, and search and filter documents across your baskets. When you view a basket, you have the same actions available for documents as you do with Document Mode. |
| Email Mode | Use this mode to focus only on emails in the document management system. Similar to Document Mode, you can search and manage emails, and share emails with colleagues. |
| Drawing Mode | Use this mode to focus on drawings only. Additional columns display any available renditions, document statuses, and DLM approval statuses. If you manage your drawings in the DLM, you can display only DLM documents using the Show DLM only option. |
| Local File Management | Use this mode to manage documents that you are currently working on, including documents that you have not yet published and documents that you have checked out to edit. Additionally, you can create documents from templates, and publish new documents to the document management system. |