Locations

Overview

A location is one means by which to allocate and access documents, such as linking them to a physical location or a WBS (work breakdown structure). In Docwize, users can manage their locations by adding, deleting and editing them as needed.

Example: Location Interface in Explorer module

Location Interface Features

Field	Description
Search	Enables users to search for a specific location.
Create New Location	Enables users to create a new location.
	Expands the dropdown menu of sublocations.
	Opens the selected location in a new window.

'Right-click' Options

'Right-click' Menu Options

A menu of options will appear when a user 'right-clicks' on a location. Users can open the location in a current tab, open it in a new tab, edit, create a sublocation, or delete a location via the dropdown menu.

How to Add a Location

Step	Description
1	Navigate to the Explorer module and select the 'Locations' tab.
2	Click on 'Create New Location'.
3	Type in the relevant name and code for the location.
4	Click 'Save'.

Example: Creating a New Location

How to Assign Documents to a Location

Step	Description
1	Select the relevant document(s) using the tickbox.
2	Click on 'Assign' and select 'Assign All' or 'Assign Selected', as is needed.
3	Navigate to the 'Locations' tab in the pop-up dialog.
4	Click on the 'plus' sign of the relevant location for documents to be allocated to. The selected one will appear in the right-hand section of the pop-up dialog.
5	Click 'Save'.

Here is an example of assigning documents to a location:

Example: Bulk Assigning Documents to a Location