Documents Full Table
The documents full table lists all documents, minus archived documents, that are in the account. This includes effective, approved, draft, waiting approval, and reviewed documents.
- Search: Searches all metadata within a document.
- Group Actions: Bulk download documents as PDF.
- Category Dropdown: Specific categories can be selected to filter the table.
- Table Views: Views that can be saved for easier navigation.
- Settings: Saved table views can be shared here.
- Export: Export the documents full table according to the selected table view.
- Advanced Filter: Advanced filtering for document searches.
- Add/Remove Columns: Add or remove columns from the table.
- Download PDF Document: Download the PDF version of documents directly from the table.
Search
The full table search feature allows users to search document metadata:
Group Actions
A quick solution for downloading multiple documents directly from the full table. By selecting desired documents using the checkboxes or clicking the 'Select All XX rows' option, you can bulk download the entire selection by navigating to Group Actions and selecting Export to PDF.
Please note that users must have the account permission 'Can Perform Group Actions' to use this feature. Once the export is processed, all selected PDF files will be bundled together and delivered in a single ZIP file.
Table Views
Users can create saved table views after customizing their full table. All saved table views will be listed here for easy access. To switch through saved tables views, click on the saved view name. These views can be private, or can be shared with the whole company:
You can instantly remove all applied filters and custom columns to return to the table's original configuration by selecting the '# Default view' option. This is the quickest way to clear complex searches and restore the standard interface view.
Settings
Table views are created and shared here. A user can customize their full table and have views for easy access. These views can be private or can be shared with the whole company:
- Create new View: After the full table has been customized, the table view is saved here.
- Update current View: You can apply changes to your custom view and save them here.
- Delete current View: If a table view is no longer needed, use this option to delete it.
- Whole Company: If a user would like to share the saved table view with the whole company, they can do so here.
- Make View Private: This is the default setting, as all table views created are private until shared.
If a view is shared with the whole company, users can find the saved table view under the table views dropdown. A world icon next to the table view name:
Export
Table views can be exported into a CSV or Excel file. Once the full table is filtered, the full table can be exported by clicking the export icon:
Advanced Filter
The advanced filter for the full table is found here. Users can use the filter options to drill down a more comprehensive search:
For companies that have requested ZenQMS to enable AI features and have activated them under Settings > AI Features, a specialized dialog box will be available. In this area, users can utilize a natural language dialog box to describe their desired data. The AI Filter then automatically generates and applies the corresponding rules for them.
Add/Remove Columns
Full Table columns can be added or removed here:
Download PDF Document
The cloud icon allows you to download documents in PDF format directly from the table without opening the specific document page. Once clicked, the My Downloads tab will open automatically and a Download button will become available there as soon as the file processing is complete.