My Documents

The My Documents provides a centralized workspace for managing compliance-related documents and folders. From this page, users can search for documents, apply filters to refine results, switch between list and grid views, and perform actions such as uploading files, creating folders, downloading documents, and managing multiple items at once. This page enables users to efficiently organize, locate, and maintain the documents they are responsible for. Access to features and actions on this page is based on the user’s role, and documents are accessible only to authorized users.

To access the My Documents

Navigate to the Documents. The My Documents page will appear with available documents and folders.

Search for a Document or Folder

Use the Search field to quickly find files or folders by name or keyword. Click the Search field at the top of the page, then enter a keyword or a document or folder name. The results are automatically filtered and displayed in either list or grid view. Clear the search to return to the full list.

Review Documents or Folders

In List view, you can review and sort documents and folders using the available columns. Switch to List view if needed, then review items using fields such as Title, Category, Department, Status, Owner, and Last Modified. Click a column header to sort the list in ascending or descending order. Use these fields to compare, verify, or audit documents and folders efficiently.

Preview Document

The Preview Document allows users to view document content without opening the Document Editor. Users can review, search, zoom, and download documents directly from the preview window, making it easy to access document information while preserving the original file.

Filters

The Filters panel allows you to narrow down the list of documents and folders using multiple criteria, including Documents, Status, Last Review Date Range, Next Review Date Range, Review Frequency, Category, Sub Category, Document Number, Locations, Department, and Document Owner. You can combine multiple filters to further refine the results, and select Reset to clear all filters and return to the full list.

List View and Grid View

The users can switch between List view and Grid view using the view toggle on the My Documents page. List view displays documents and folders in a table format with detailed columns, while Grid view shows items as tiles with visual previews for easier browsing. 

From either view, you can preview documents and download files directly without needing to open or navigate away from the page.

My Documents Actions Menu

The My Documents Actions menu provides quick access to options for adding new content to your document library. From this menu, you can create folders or upload files easily.

• Add New Folder: Use this option to create a new folder to organize your documents. After entering the required details, the folder is created in your current location.
• New File Upload: Use this option to upload a new document to My Documents. Follow the on-screen prompts to select and upload the file, and it will appear in your current location.

More Options (Mass Actions)

The More Options menu provides mass actions for managing multiple documents at once in List view. From this menu, you can Edit Columns, Export, Download Documents, Edit Document Owner, and Move the selected items. These options help you update views and perform bulk actions efficiently across multiple documents. Refer to the Mass Action menu article for more information.

Download

Users can download one or more documents or folders from the My Documents page by selecting the items and clicking Download from the toolbar or the More Options menu. The selected items are downloaded to the download center.

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