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Documents Group By Example

Expand/Collapse M E N U (click) : Examples ‎(21)

 Overview

The examples below show how the same six documents can be viewed and orginized in 3 different ways by using columns/metadata.  With this functionality you do not have to put the documents in folders.  By adding the following columns/metadata, Client, Doc Type, and Complexity, were are then able to capture this data for each document and then group the documents by any of the columns/metadata.
 
The examples below show how the same documents can be easily grouped by any of the columns/metadata.   

 Example 1 - Group by Doc Type

Expand/Collapse Doc Type : RFP Questions ‎(3)
RFP Questions - Company 1.doc
RFP Questions - Company 1Use SHIFT+ENTER to open the menu (new window).
Company 11-High2/4/2012 2:01 PMPeter Allen
RFP Questions - Company 2.doc
RFP Questions - Company 2Use SHIFT+ENTER to open the menu (new window).
Company 22-Medium2/4/2012 2:01 PMPeter Allen
RFP Questions - Company 3.doc
RFP Questions - Company 3Use SHIFT+ENTER to open the menu (new window).
Company 33-Low2/4/2012 2:01 PMPeter Allen
Expand/Collapse Doc Type : RFP Response ‎(3)
RFP Response - Company 1.doc
RFP Response - Company 1Use SHIFT+ENTER to open the menu (new window).
Company 13-Low2/4/2012 2:01 PMPeter Allen
RFP Response - Company 2.doc
RFP Response - Company 2Use SHIFT+ENTER to open the menu (new window).
Company 21-High2/4/2012 2:01 PMPeter Allen
RFP Response - Company 3.doc
RFP Response - Company 3Use SHIFT+ENTER to open the menu (new window).
Company 32-Medium2/4/2012 2:01 PMPeter Allen

 Example 2 - Group by Complexity

Expand/Collapse Complexity : 1-High ‎(2)
RFP Questions - Company 1.doc
RFP Questions - Company 1Use SHIFT+ENTER to open the menu (new window).
Company 1RFP Questions2/4/2012 2:01 PMPeter Allen
RFP Response - Company 2.doc
RFP Response - Company 2Use SHIFT+ENTER to open the menu (new window).
Company 2RFP Response2/4/2012 2:01 PMPeter Allen
Expand/Collapse Complexity : 2-Medium ‎(2)
RFP Questions - Company 2.doc
RFP Questions - Company 2Use SHIFT+ENTER to open the menu (new window).
Company 2RFP Questions2/4/2012 2:01 PMPeter Allen
RFP Response - Company 3.doc
RFP Response - Company 3Use SHIFT+ENTER to open the menu (new window).
Company 3RFP Response2/4/2012 2:01 PMPeter Allen
Expand/Collapse Complexity : 3-Low ‎(2)
RFP Response - Company 1.doc
RFP Response - Company 1Use SHIFT+ENTER to open the menu (new window).
Company 1RFP Response2/4/2012 2:01 PMPeter Allen
RFP Questions - Company 3.doc
RFP Questions - Company 3Use SHIFT+ENTER to open the menu (new window).
Company 3RFP Questions2/4/2012 2:01 PMPeter Allen

 Example 3

Expand/Collapse Client : Company 1 ‎(2)
RFP Response - Company 1.doc
RFP Response - Company 1Use SHIFT+ENTER to open the menu (new window).
3-LowRFP Response2/4/2012 2:01 PMPeter Allen
RFP Questions - Company 1.doc
RFP Questions - Company 1Use SHIFT+ENTER to open the menu (new window).
1-HighRFP Questions2/4/2012 2:01 PMPeter Allen
Expand/Collapse Client : Company 2 ‎(2)
RFP Questions - Company 2.doc
RFP Questions - Company 2Use SHIFT+ENTER to open the menu (new window).
2-MediumRFP Questions2/4/2012 2:01 PMPeter Allen
RFP Response - Company 2.doc
RFP Response - Company 2Use SHIFT+ENTER to open the menu (new window).
1-HighRFP Response2/4/2012 2:01 PMPeter Allen
Expand/Collapse Client : Company 3 ‎(2)
RFP Questions - Company 3.doc
RFP Questions - Company 3Use SHIFT+ENTER to open the menu (new window).
3-LowRFP Questions2/4/2012 2:01 PMPeter Allen
RFP Response - Company 3.doc
RFP Response - Company 3Use SHIFT+ENTER to open the menu (new window).
2-MediumRFP Response2/4/2012 2:01 PMPeter Allen