Documents (Data Room Guides - suppliers)

Once Documents are Published by the Authority they will become visible to all Suppliers.


 Viewing Documents

You can view all the Documents to which you have access from the Documents list:

 


 This list will show Published, and Invalidated Documents (if appropriate). Any Documents with a strikethrough are “Invalidated”; these are Documents which were previously Published but have now been made invalid, as they may for example, have become out-of-date, corrupt or superseded by another Document. To open any Documents in this list click the name link (you can still open Invalidated Documents).

 

Document Filters

 

There may be extra tabs containing a filtered set of Documents, for example, Published and  Invalid. These will contain subsets (defined by the Project Manager) of the Documents visible in the main Documents list. As these tabs are custom-created by the Project Manager, the contents and names of these will probably differ.

  

The only actions that can be performed from the filtered views are opening, downloading and searching the Documents.

 

Searching Documents

 

You can search on Document name and content.

 

The Matches options work on the values entered in Search Phrase as follows:

 

  • Phrase – will search for the full phrase entered.
  • Any – will search for any occurrences of the specified phrase.
  • Nearby – will search for the specified terms near one another (within approximately 20 words).

For Phase and Any, you can use * as a wildcard to search for part of a term, however, it cannot be used in front of a term. You cannot use wildcards with Nearby.

If the Search finds matches then it will display the number of Documents found containing the match. The number of matches found within each individual Document will be under Hits.

 


 Click Detail to go to the Details of the matches. Click Open to open the Document.

H
Hannah is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.