Navigate and Display Structure Documents — Exercises

Required Data

Create Structure Document with Files

You must first have a document structure with connected document files.

General exercise for Create Structure Document

Main Exercise

Purpose: The purpose of this lesson is to learn how to get a better overview of a document structure using the commands Show Document Structure in Navigator, and Show Document Structure in Overview. This makes it easier to find and work with single documents in a structure, aand to perform operations on multiple documents (but not all) in a document structure.

Windows:
Document Revision

Show Document Structure in Navigator

In this exercise, you will learn how to display a document structure in the graphical navigator.

  1. Open the Document Revision window, and query for the document for which you checked in the files in the exercise above.
  2. Right-click and then click Document Structure.
  3. Click Show in Navigator.

Note: The Document Structure Navigator window opens, displaying the document structure. It is basically the Document Revision window but with a graphical navigator appearing on the left of the window. 

  1. Expand the top node with the main document to reveal the subdocuments on the next level.
  2. Click one of the subdocuments. The corresponding details will be displayed in the window area. 
  3. Right-click the navigator and click Customize Display. This will enable you to select what to display in the navigator; the document keys, the document title, or both. Try out all the combinations to experience how it works.
  4. Try using some of the normal operations, for example, View or Print, in the window area. 

Note: If any of the files connected to a document in the structure are checked out, this will be displayed by a differently colored icon in the navigator. A green icon indicates a document checked out by you, and a red icon indicates a document checked out by another person.

Show Document Structure in Overview

In this exercise, you will learn how to display all the documents in a document structure in an overview.

  1. Open the Document Revision window, and query for the document for which you checked in the files in the exercise above.
  2. Right-click and then click Document Structure.
  3. Click Show in Overview. 
    The Document Revisions window opens, displaying all the documents in the structure.
  4. Try out some of the operations that work on multiple documents. To do this, first select the documents with which you want to work and then perform the operation. 
    For example, select two of the documents in the overview, right-click, point to Status, and then click Approve. 

Note: This method can be used if you want to execute certain operations on some documents in a structure, but not all.