Locations
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). Locations can be nested to any depth, so users can model structures like a country broken down into regions and cities, or a project code broken down into its WBS phases and sub-phases. Users can manage their locations by adding, deleting and editing them as needed.
What users can do in Locations
- Create and manage locations, including nested sub-locations
- Open a location to view its assigned documents, or roll up documents from every nested sub-location at once
- Use right-click options for location actions
- Assign documents to locations
Location interface features
| Field | Description |
|---|---|
| Search | Enables users to search for a specific location. |
| Create New Location | Enables users to create a new location. |
| Expand (chevron icon) | Expands a location to show its sub-locations. |
| Open in new tab | Opens the selected location in a new tab in the grid view. |
Nested locations and WBS structures
Any location can have its own sub-locations, and those sub-locations can have further sub-locations, with no fixed limit on depth. This lets a location tree model a genuine work breakdown structure — for example, a project code broken down into numbered phases, which are themselves broken down into further sub-phases.
A multi-level location tree, combining a geographic hierarchy and a project WBS structure
Opening a location shows a register of what's assigned directly to it: any immediate sub-locations, plus any documents assigned to that exact location. Sub-locations and documents appear together in the same list. Each row's icon shows which is which at a glance — a location pin for a sub-location, a file-type icon for a document — and the Doc Type column confirms it in text (Location vs. Document, Drawing, and so on).
Rolling up documents from sub-locations
By default, a location's register only shows documents assigned directly to it — not documents assigned further down the tree. To see every document from that location and all of its nested sub-locations in one flat list, click Include Sub Folders.
Right-click options
'Right-click' Menu Options
A menu of options appears when a user right-clicks on a location: Open In Current Tab, Open In New Tab, Edit Location, Add Sub Location, and Delete Location.
How to add a location
| Step | Description |
|---|---|
| 1 | Navigate to the Explorer module and select the Locations tab. |
| 2 | Click 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 Assign and choose All (every document in the current view) or Selected (only the ticked documents). |
| 3 | Navigate to the Locations tab in the pop-up dialog. |
| 4 | Click the plus sign next to the relevant location for documents to be allocated to it. The selected location appears 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