Work with the Document Library
Documents → Library is the browse and search view for every file in the module — standalone documents and files linked to a business entity.
Open and filter
- Go to Documents → Library.
- Use search and filters to narrow results:
- Search text
- Entity type / entity id
- Category / category group
- Status and approval status
- Expiring within a set number of days
- Open a row to go to Details.
The library shows summary counts so you can spot pending approval, expiring, expired, archived, or standalone documents quickly.
Dashboard at a glance
Documents → Dashboard complements the library with KPI counters:
- Active
- Expiring soon
- Expired
- Pending approval
- Archived
Plus a list of recent uploads (current versions).
Use the dashboard for a morning scan, then jump into the library when you need a specific filter.