What is the Document Manager?

What is the Document Manager?

View and search through all data sources, write comments on documents, and organize documents in groups

By clicking on the document icon in the left-hand menu, you will open the Document Manager and get a full overview of all your project documents. You can see the number of quotations that have been created, the number of codes that have been used in each document, and the number of document groups to which each document belongs. 

By clicking on the "Details" button when you hover your cursor over a document title, you can open the sidebar with more detailed information pertaining to that document. In this sidebar, you can also easily edit the document comment and bibliographical reference, view the codes applied to your document, and assign the document to document groups.

Use the filter function at the top to find specific documents quickly or only view particular subsets of documents. You can also specify how you want to sort your documents

Moreover, you can easily add new documents by clicking on the “Add document” button. See more information on adding documents by clicking here.

Organize documents into groups

As you continue adding and analyzing data, it may become challenging to keep track of everything. To facilitate your analysis, you can create groups to organize your documents. You can create as many groups as you want, and any single document can belong to more than one group, so that you can organize the pieces of your project in whatever way suits you (and your project goals) best. Take advantage of groups to filter your analysis and easily compare trends across groups.

Here's how to create document groups:

  1. Go to the Documents Manager (click on the document icon in the left-hand menu)
  2. Hover your cursor over a document and click on the "Details" button to open the sidebar
  3. Click on the button “Add to group”
  4. Type the name of the document group you want to create, and click on the “+” button to create the new group
  5. Or, if you already have the document group created, you can simply select the document group from the list that appears
  6. To add multiple documents to a group, select the documents by ticking the boxes to the left of each document, click the three dots at the bottom of the screen, click "Groups" and then select the desired document group.
  7. To delete or edit the name a group, click on the gear cog icon