Location dashboard overview

Use a location's Documents tab to view certificates, reports, and files stored for that location without searching the organisation-wide library.

Note

Required role: Viewer

Open a location's documents

1. Select Locations.
2. Select the location.
3. Select Documents. If the window is too narrow to show all location tabs, open More and select Documents.

The tab shows the card grid for that location's folder.

Browse and filter documents

1. Open a folder card to view its contents.
2. Use Type to show All, Folders, or Files.
3. Use Sort By to sort by Name, Date Created, Date Modified, or Size.
4. Use Order to choose Ascending or Descending.
5. Select Refresh to reload the folder contents.

An empty folder displays This folder is empty.

Open or download a document

1. Select a document to preview it.
2. Select Download to save a copy through your browser.

A fresh download link is created when you download a file. The link expires after one hour. If it no longer works, open the document and download it again.

What appears in the location view

• The tab lists only documents filed under the location you opened.
• A document uploaded at organisation level appears only in the organisation-wide Documents library.
• Search and the Location filter are available only in the organisation-wide Documents library. In a location's tab, browse the folders instead.
• Generate Report is not available on a location's Documents tab.

Video walkthrough

1. 1Accessing the Location Dashboard