🗂️ What You’ll Find in Explorer
Explorer is divided into three main views:
- Folders – Displays the folder hierarchy for each project, including any referenced documents and file uploads.
- WBS – Shows the Work Breakdown Structure connected to a project.
- Zone – Helps visualize and access project-specific zones for larger or location-based documentation setups.
These views mimic a classic file system, making it intuitive for users to browse and manage content efficiently.
🔍 Filtering by Project
The Explorer view respects the global project picker in the top right corner of the interface. This means:
- You’ll only see folders, WBS items, or zones for the selected projects.
- This ensures you stay focused and avoid clutter from unrelated data.
📎 Adding a Document Reference
If you want to link a document to a folder for traceability and context:
- Go to the Folders view in the Explorer.
- Expand the relevant project folder structure.
- Hover over the folder you want to link to and click
+ Document Reference. - Select the document you want to reference from the list.
- Click Save.
Done — the folder now has a linked document reference that’s also visible in the Document Module.
📂 Navigating Back to a Document
If you previously followed the guide [“Introduction to the Document Module”] and created or found a document there, you can:
- Open the Explorer module.
- Navigate to the folder structure where you referenced that document.
- Locate the document reference
- Click the "Navigate to" button (located on the far right of the document row).
This action takes you directly to that document’s detailed view — streamlining your workflow.
