The Documents Tab

Only one page is accessible via the Documents tab. Clicking on it will open the Document Manager page.

The Document Manager Page

Use the Document Manager page to upload files to (and retrieve files stored in) your Reserves database.

  1. Select Reporting from the Navigation Toolbar.
  2. Click on the Documents tab, and then the Document Manager page.

Upload a File

To upload a file, follow these steps:

In this example, Word documents will be added to Reserves's database. In addition to word documents, a large variety of file types are supported. Additionally, you can prevent files with specific extensions from being uploaded to Reserves by modifying the application's configuration files. Consult with your Quorum representative for more information.
  1. Use the Context drop-down menu in the Context/Report Selection pane to select the context you want to add your file to.
    2. Documents are context and version-sensitive; documents you add to one context/version won't be accessible in other contexts/versions.
  2. Select the version of your data you wish to upload a file to using the Version drop-down menu in the Hierarchy/Version Selection pane.

    3. Click image to expand or minimize. 

    Files cannot be linked to locked versions.
  3. Select a hierarchy to organize your data using the Hierarchy drop-down menu in the Hierarchy/Version Selection pane.
  4. Select the object or node (folder) in the hierarchy you wish to link a file to.
  5. Click the Create button.
  6. Click the Choose File button.

    7. Click image to expand or minimize.

  7. Use Explorer to locate the file you wish to upload, select it, and click the Open button.
  8. Click the Upload button. The File Information section of the page will update.
  9. (Optional) Rename the file using the File Name Field.

    10. Click image to expand or minimize.

  10. Select who will have access to the file using the Owner drop-down menu.
    11. You can share files with multiple users by selecting a group role.
  11. (Optional) Add comments to the file in the Comment field.
  12. Tag the file with search keywords (separated with a space) using the Keywords field.
  13. Click the Save button to save the file.

View the File(s) Linked to a Node or Object in the Hierarchy

Any files linked to the node or object in the hierarchy that you select will be displayed in the table. In the example below, an object was selected. Only the files linked directly to the object are displayed.

Click image to expand or minimize. 

When a node is selected, files linked to the node, and any objects within the node will be displayed. In the example below, a file linked to the node is displayed, along with the files that have been linked to objects within the node.

Click image to expand or minimize. 

When higher nodes are selected, files linked to any subnodes and/or objects within those subnodes will also be displayed.

Files linked to the root node of the hierarchy will be listed with a blank Hierarchy Path value.

Download One File

To download one of the files listed on screen, click the Download icon () in the last column of the table. Your browser will download a copy of the file.

Your browser may block pop-ups. You will need to disable this to allow file downloading from the Document Manager page.

Download Multiple Files

You can download more than one document at a time by following these steps:

  1. While holding the CTRL or SHIFT keys on your keyboard, select the files you want to download.

    2. Click image to expand or minimize.

  2. Click the Download Selected button.
  3. A .zip file will be downloaded that contains all of the files you downloaded.

Update a File

You can update a file by following these steps:

  1. Click the Edit icon () in the row associated with the file you wish to update.
  2. Click the Choose File button and use the file explorer to select the latest version of the file.

    3. Click image to expand or minimize.

  3. Click the Upload button.
    4. When you upload a new version of a file, the ownership of the file will be reset to the default owner value (your user account). Use the Owner drop-down menu to reselect an appropriate ownership for the file.
  4. (Optional) Modify the file's name, comments, and/or keywords, as required.
    5. None of these settings need to change in order to successfully update a file.
  5. Click the Save button to save the file.

Search for Files

Use the search field near the top of the Display pane to search for stored documents. The search field will find matching whole words in the following columns:

  • Hierarchy Path
  • Name
  • Comment
  • Keywords

To search for files, enter your search terms in the search field near the top of the Display pane, and click the Search icon (). Matching results will be highlighted in the table.

Click image to expand or minimize. 

The search will only return results for complete words (e.g. if you searched for "Contract", "Contracts" would not appear in the results).

Enable Column Filtering

You can add filter fields to columns in the table (excluding the Size and Last Modified columns) by enabling the Enable Filtering checkbox. Filter fields can be used to further narrow your search results. Items that don't match the values you enter in a filter field will be hidden.

Click image to expand or minimize. 

Filter fields will return results for partial word matches (e.g. if you enter "Se" in a filter field, "Reserves" and "Sea" would both be displayed).

Sort Values in Columns

You can sort the values in a column alphabetically by clicking on the column's header cell. Click again to reverse-sort the values in the column. Clicking a third time will turn off column sorting.

Click image to expand or minimize. 

Additionally, you can sort the values in multiple columns at the same time. To do this, hold the SHIFT key while selecting header cells. Columns will be sorted in the order they are selected.

View Documents in Multiple Versions (Power Users Only)

This feature is intended for power users only. In order to successfully use this feature, users require read access to all of the data in Reserves's database.

You can view files linked to nodes that exist in multiple versions, at the same time. When you enable the Show all Versions checkbox, in addition to files linked to nodes in your active version (selected using the Version drop-down menu in the Hierarchy/Version Selection pane), files attached to any nodes from the current version that also exist in other versions will be displayed.

Enable the Show all Versions checkbox near the top of the Display pane. The Version column will be added to the table, and documents stored at the node level in other versions will be displayed.

Click image to expand or minimize.

Only the object-level documents from the active version will be displayed. In this example, when the 2017 version is selected using the Version drop-down menu in the Hierarchy/Version Selection pane, only versions of documents linked to the Adam's Inn Kindersley 65 in the 2017 version are displayed; documents linked to the Adam's Inn Kindersley 65 object in the CurrentYear version (seen above) won't be displayed.

Click image to expand or minimize. 

Edit an Uploaded File's Options

You can edit the options associated with uploaded files by following these steps:

  1. Click the Edit icon () in the row that corresponds with the file you wish to modify.
  2. Modify your file's options as you would when uploading it.
  3. Click the Save button when you have finished making your changes.

Delete an Uploaded File

Before you delete a file, consider downloading a copy of it (creating a local backup of the file). Files you delete cannot be recovered.

To delete a document, follow these steps:

  1. Select the document you wish to delete.
    2. Hold the CTRL or SHIFT keys on your keyboard to select multiple files for deletion.
  2. Click the Delete Selected button.
  3. You will be prompted to confirm the deletion. Click OK to delete your file(s).