Viewing Documents, Folders, and Web Pages

ExponentHR has a set of web pages defined for your use in publishing documents or web links and organizing them into folders.

 

To view the lists of Web pages, documents, and folders that have already been set up:

1.   On the Management Navigation Menu, click Communication > Document ManagementCommunication > Document Management

The Document ManagementDocument Management page displays.

2.   View the list of existing Web pages, documents, or folders.

Viewing the list of Web pagesViewing the list of Web pages

1.   Select Web Pages in the Type drop-down box.

The list of Web pages displays. You can see which ones have folders and documents assigned to them.

2.   Filter the list by selecting an option in the Filter drop-down box.

Option

Description

All

Shows all pages in both the Personal and Management views

Personal

Shows only pages in the Personal view

Management

Shows only pages in the Management view

3.   Sort the list by selecting an option in the Sort by drop-down box.

Option

Description

Page Title

Sorts the list in alphabetical order by the title of the Web page

View

Sorts the list by all Management view Web pages, then all Personal view pages

Menu Location

Sorts the list in alphabetical order by the menu navigation

Folders

Sorts the list by the number of folders assigned to each Web page

Documents

Sorts the list by the number of documents on each Web page

You can choose Ascending or Descending order for the sort by selecting the radio buttons.

Viewing the list of documentsViewing the list of documents

1.   Select Documents in the Type drop-down box.

The list of documents displays. You can see the status of each.

2.   Select the folder where the document is saved in the Folder drop-down box.

3.   Filter the list by selecting an option in the Filter drop-down box.

Option

Description

All

Shows all documents regardless of status

Draft

Shows only drafts

Published

Shows only published documents

Unpublished

Shows only unpublished documents

Expired

Shows documents that are past the publish end date

4.   Sort the list by selecting an option in the Sort by drop-down box.

Option

Description

Defined Sort Order

Lists the documents according to the sort order defined when they were added to the folder

Document Title

Lists the documents in alphabetical order by title

Status

Lists the documents in order of status -- draft, published, or unpublished

Publish Date

Lists the documents in order of when they were first published

You can choose Ascending or Descending order for the sort by selecting the radio buttons.

Viewing the list of foldersViewing the list of folders

1.   Select Folders in the Type drop-down box.

The list of folders displays. You can see how many documents are assigned to each and on how many Web pages they are posted.

Note: The Global Folders section at the bottom of the page lists folders that ExponentHR uses to save documents it publishes to all clients. You cannot edit these folders.

2.   Sort the list by selecting an option in the Sort by drop-down box.

Option

Description

Folder Title

Sorts the list in alphabetical order by title

Identifier

Sorts the list in alphabetical order by unique identifier (if the folder appears on more than on Web pages)

Web Pages

Sorts the list by the number of Web pages to which the folder is posted

Documents

Sorts the list by the number of documents saved in the folder

You can choose Ascending or Descending order for the sort by selecting the radio buttons.