Documents List View

See Also


This view displays all documents stored in EngineerOffice (e.g., invoices, letters, images and emails). This list can be accessed by selecting List from the Action drop-down in either Projects > Documents or Contacts > Documents.




Click a listed record to view or edit document information.


Delete :

Click to remove the selected item from the portal.



Any column header can be selected to sort information by that category.


Button Panel

Search :

Use this search field to quickly locate documents. The field's predictive search instantly display results as you type in this field.



Click to return to the previous screen.



Opens the EngineerOffice 2016 Help in the Documents section.





Select this option to locate documents matching specific criteria. The resulting Found Set displays in the List View.



Select this option to return to the last Find criteria so you can modify the requests before executing the search.


Find All:

Select this option to locate all documents in the system.


Update All Thumbnails:

Select this option to update the document thumbnails displayed in the Preview column.



Select this option to print a report of records displayed in the list view.


See Also