You can search for documents by name. The search results display the thumbnail of the master file attached to the documents. If a thumbnail does not exist for the master file, then an empty tile is displayed with the document name as the header.
You must search for any updated documents every time you open the document explorer
module.
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Click Documents.
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In the Search Documents box, type the name of the document that you want to search for.
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Click Search
. The document relationships and all the configured document naming system items are
displayed in the grid view.
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Select one or more documents and then click Create Content Discovery Task
to create a content discovery task for the selected documents.
You cannot create a content discovery task for duplicate documents.
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In the Grid View, click the name of the file to view the file in the native application.
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Using the thumbnail tile, you can do the following:
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Click the document name in the header to open the file in the native application.
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Double-click the header to maximize the thumbnail of the file.
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To open selected items in SmartPlant Foundation Desktop Client, select the objects in the item list and then click Open Items in SmartPlant Foundation Client
.
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You can click Export to Excel
to export the contents of the current view to a Microsoft Excel file.
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To generate a document report, select a document, and then click Generate Report
. For more information, see View an Open XML report in the Desktop Client.