DMS Browse Icons - Tree View

The DMS tree is used to access documents in document management systems (DMSs).

In the DMS Browse tree view, different icons are used for different types of nodes:

Use The Tree

Expand the tree to view available documents.

Clicking the arrow icon next to a node will:

— Expand the node by one level if the selected node was collapsed

— Collapse the selected and all nodes under it if the selected node was expanded

A document displayed in the tree view is the:

— CURRENT document, for Documentum

— Latest version of the document, for any DMS except Documentum

Expanding the document node displays all available versions of the document.

A virtual document displayed in the tree view is the CURRENT version and not the latest version. Expanding the virtual document or binder node displays the content of the virtual document or binder, not all available versions.

DMS Browse - Select Multiple Rows In Tree View: Contiguous Nodes

You can select the multiple nodes in the DMS Browse tree view, contiguously, using the SHIFT keys. Following are the multiple nodes in the DMS Browse tree view:

— Folders

— Documents

— Virtual documents

— Veeva placeholders, binders, classifications, and sections

To select contiguous nodes:

1. Click the first entry of the group of nodes that you want to select.

   Select the name of the node, not the icon.

2. Press and hold the Shift key on your keyboard.
3. Click the last entry that you want to select.

All of the nodes in your selected group appear highlighted.

DMS Browse - Select Multiple Rows In Tree View: Non-Contiguous Nodes

You can select the multiple nodes in the DMS Browse tree view, non-contiguous, using the CTRL keys. Following are the multiple nodes in the DMS Browse tree view:

— Folders

— Documents

— Virtual documents

— Veeva placeholders, binders, classifications, and sections

To select non-contiguous nodes:

1. Press and hold the Ctrl key on your keyboard.
2. Click each node that you want to select.

   The nodes that you selected appear highlighted, although the group is not contiguous.

3. You can now drag-and-drop the nodes, or click OK to assign them.

DMS Browse - Tree View of a Veeva Repository

In DMS Browse, the tree for a Veeva repository has the following structure. Each node in this structure can contain one or more nodes of each type shown. Note the following:

— The tree shows documents, placeholders, and binders that you have permission to see. — The tree does not show deactivated types, subtypes, and classifications.

— A binder can contain other binders.

— A section can contain other sections.

— A document, placeholder, or binder for which no classification is specified is at the same level as a subtype.

— A document, placeholder, or binder for which no subtype is specified is at the same level as a type.

— You can assign the following to assemblies: documents, placeholders, binders, classifications, and sections.

The following is an example of part of a DMS Browse tree for a Veeva repository: