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Aconex Associate: Working with Documents: Module 1 Finding documents


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In another video, we covered the basics of searching for documents. Now let's look at how we can customize the search results in the Document Register.


But why would we want to do this? Well, it can be really useful if we need to display more information about the documents when we're listing the search results. Or maybe we want less information than is displayed, so we see a simpler set of search results.


It's also useful if we need to configure the exact order of the information in the results, for example, when we need to generate a report. Let's jump into Aconex and get some search results.


One simple option to customize the results is to click a column header to change the order. By default, the documents are sorted by document number. But if we click, say, the Size column, it will sort the documents by size.


Note the arrow symbol that appears. Initially, it's shown pointing up, and that indicates an ascending order. In this example, that means the smallest document is shown at the top. If we click the column again, it will change to descending order and show the largest document at the top.


The last thing we'll look at is changing the information shown in those results. The Add/Remove columns feature displays all the information available in the register. We can choose what information is shown and the order of that information. And this is great for creating custom reports. Let's see how we can make more use of this.


We'll select a couple of columns to remove to make the results less cluttered. You can double-click any item to move it from one side to the other or use Control to select multiple columns to move. See how that works? The columns are no longer shown in the search results.


Now let's add in a column and change the order of the other columns. It's very easy to customize your search results and display the information exactly how you want it.


Finally, if you want to use this search again and again, you can save it. These then appear under Saved Searches. And this provides you with a simple one-click option to get results and reports quickly and easily.


If you're a document controller or responsible for tracking documents being issued, here's a great tip. It will save you lots of time when you're trying to figure out if a document has been issued to your company. And if it has, where's the confirmation?


Here's the Document Register. Can you spot the difference? Have a look at that far right column. What we've done is add a column to the search results. The column is called Transmitted In, and it will show the transmittal reference if applicable.


We cover transmittals in more detail in another video. But for now, all you need to know is that this is essentially the confirmation that the document was issued to your company. See the references on the right now? This makes it much easier to see who sent the document and when.


Quick recap. Click the column headers to sort by that column or field. Add, remove, and change the order of the columns to get the results as you want them. And save the search if you want to use it in future.