The Document List View is your main workspace for managing technical documents in Triark Cloud. It provides a clear, table-based overview where you can search, filter, sort, and take actions on your files.

🖥️ What Is the Document List View?

Think of the Document List View as your project dashboard for documentation. It shows all your documents in a familiar spreadsheet-style layout, making it easy to:

• Find specific documents
• Check document status and category
• See who is responsible

🔍 Searching, Filtering, and Grouping

The Document List lets you:

• Search by document name, number, or project
• Filter by categories, statuses, or access tags
• Group documents based on columns (for example: group by category or project)
• Save custom views for repeated use (called Scenes)

🗂️ Columns in the Document List

Each document row displays key information:

• Project – Which project the document belongs to
• Name – The document title
• Number – Auto-generated or manual document number
• Category – Type of document (Drawing, Instruction, Revision, etc.)
• Status – Current status of the document (Working, Paused, etc.)
• Persons – Responsible people assigned to the document
• Access Tags – Security and access level settings

🖱️ Available Actions from the Document List

When you hover over a document or select one, action buttons become available. Here’s what you can do:

➕ Create New Document

• Add a new document directly from the list view using the + New Document button.

📄 Open or View Document

• Click on a document name to open its details panel.

✏️ Edit Document

• Edit fields directly in the table for quick changes
• Open the document details for full editing options

📑 Duplicate Document

• Create a copy of an existing document
• Useful for similar documents across projects
• Modify project, access, or document number when duplicating

🗑️ Delete Document

• Remove documents from the system
• Confirm before deletion to prevent accidental loss

📤 Exporting Documents

Use the export functions to:

• Download an Excel file of selected documents
• Create a CSV export
• Download a revision package for selected files

This is useful for sharing documentation externally or for offline backups.

🛠️ Example Use Case: Engineering Documentation Control

An engineering team uses the Document List View to:

• Track hundreds of technical documents across multiple projects
• Quickly filter out working vs approved drawings
• Export lists of documentation for customer handover
• Duplicate documents for similar product series with minor changes
• Bulk download all revisions for a project closeout

The Document List View helps streamline documentation control and collaboration without jumping between different tools.

❓ FAQ

Q: Can I customize which columns are shown?
Yes, you can hide or show columns based on your preferences. To do so, click the cogwheel on the right side above the grid.

Q: Can I undo a deletion?
No.

Q: What’s the difference between duplicating and creating new?
Duplicating copies the document’s structure and content; creating new starts from scratch.

Q: Can I export only specific fields?
Currently, the export includes all fields.

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