Document List
- Last UpdatedJul 24, 2025
- 2 minute read
Multiple datasheets can be merged into a single document which can then be published. Refer to Merge Datasheets into a Single Document.
These documents are listed the Document List grid, from where they can be viewed, edited and published. New documents can also be created from this grid.
To open the Document List, click Select in the Grids and Schedules section of the Home tab.
Select Document List from the list of grids that is then displayed. The Document List grid is then displayed:
Refer to Working with the Data Grid for information on the grid controls including selecting a document record, and sorting and filtering the grid data.
Document details cannot be edited directly in the grid. They are edited using the Document Information window. Refer to Merge Datasheets into a Single Document for further information.
Open a Published Document
Once a document has been published, it may be opened by clicking on the button that is displayed in the Publishing Path field when the mouse cursor is hovered over it.
If the document has not been published, a message is displayed informing the use of this when the button is clicked.
Documents List - List Tools Options
The following options are located on the List Tools - Document List tab:
|
Records Section |
|
|
Refresh |
These common options are also located on the Home tab. Refer to the Common Functionality User Guide for details. |
|
New |
|
|
Edit |
|
|
Delete |
|
|
Actions Section |
|
|
Update |
Publishes the selected document. Refer to Publish Documents. |
|
Revisions |
Displays a list of all documents and their revisions. Refer to View and Edit Multiple Document Revisions. |
|
Add Revision |
Displays a window for adding a new document revision. If multiple documents are selected, a new revision may be added to each of these. Refer to Add and Edit Revisions for Single Documents and Add Revisions to Multiple Documents. |
|
Edit Revision |
Displays a window for editing the most recent revision of document. Refer to Add and Edit Revisions for Single Documents. |
|
Refresh Sheet/Page Count |
Updates the grid with the current sheet/page counts of the listed documents. |