DocSpace is your central document management hub within the application. It provides a secure space where you can upload, view, search for, and organize all your essential documents, including PDF, HTML, and Excel files.

From DocSpace, you can manage a structured library of files and folders, ensuring your documents are always organized and easily accessible.

2. The DocSpace Interface

When you navigate to DocSpace, you will see the main file and folder list. This view provides the following information at a glance:

• Name: Displays the name of the file or folder.
• Size: Shows the size of the file on the disk.

The toolbar above this list contains all the primary functions for managing your documents.

3. Managing Files and Folders

To manage your documents, first select a file or folder from the list (if required) and then click the appropriate button on the toolbar.

• Create Folder

  • Click the Create Folder button to create a new folder for organizing your files. You will be prompted to enter a name for the new folder.

• Upload File

  • Click the Upload File button to open a file browser. Navigate to the desired file on your computer, select it, and confirm to upload it into the current folder in DocSpace.

• Open / Download

  • Select a file or folder from the list and click the Open button. Folders will be opened to show their contents, while files will be opened for viewing or downloaded to your computer.

• Rename

  • Select a file or folder and click the Rename button. You will be prompted to enter a new name.

• Delete

  • Select a file or folder and click the Delete button. You will be asked to confirm before the item is permanently removed.

4. Searching for Documents

DocSpace includes a powerful search feature to help you find specific documents quickly. You can access the search panel to filter your files based on various criteria.

4.1. Search Filters

The following filters are available to narrow down your search:

• Filename: Search for a document by its full or partial name.
• File Type: Use the dropdown menu to search for a specific type of document (e.g., PDF, Excel).
• File Folder: Use the dropdown menu to restrict your search to a specific folder.
• File Extension: Search for files with a specific extension (e.g., .pdf, .xlsx).
• User: (Optional) Search for documents uploaded by a specific user.
• Client Number Start / End: Search for documents associated with a specific range of client numbers.
• Status: Use the dropdown menu to find documents related to clients with a specific status.
• Loan Number Start / End: Search for documents associated with a specific range of loan numbers.
• Date Start: (Required) Enter the start date for your search range. The date must be in the format dd/mm/yyyy.
• Date End: (Required) Enter the end date for your search range. The date must be in the format dd/mm/yyyy.

4.2. Performing a Search

Once you have set your desired filters:

• Search Button: Click the Search button to apply the filters and view the results.
• Cancel Button: Click the Cancel button to exit the search panel and return to the full file and folder list.