AODocs mobile: Browse your documents

The AODocs mobile app is a mobile application that brings AODocs features directly into your mobile device.

This article explains how to:

Browse your documents using views
          Open views
          Define which properties to display on the document cards in your view
          Sort your views
          Filter your views
Browse folders
Search for documents using keywords

Browse your documents using views

If multiple views are configured in your library, you can select different views to access your documents.

Open views

1. Press the button displaying the name of the current view to open the list of available views.

Note: If only one view is configured in your library, the views button is not available.

2. Select the required view.

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The view opens. Folders (if defined) are displayed in alphabetical order and documents are displayed in the order defined for your view by your library administrator. Learn more: Configure views in your library.

Note: Any draft documents you can access are displayed with a yellow Draft tag. 

Define which properties to display on the document cards in your view

By default, document cards in views display the criteria defined by the library administrator who configured your view. Learn more: Configure the layout of views.

You can select different properties to display in your views. 

1. Press the Manage properties button.

Tip: Press the toggle to show/hide the sort button and the Manage properties button.

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2. Select a maximum of four properties. 

Note: If four properties are already selected, you must deselect one before you can select another.

3. If required, reorder the properties: drag and drop the handle on the left of each property.

4. Press Apply.

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The document cards in your view now show the properties you selected. If you close your view and reopen it, your document cards show the properties you selected even if they're different from those defined by the library administrator. 

Sort your views

A default sort criterion and sort order (ascending or descending) are defined by the library administrator who configured the view. Learn more: Configure the layout of views.

You can change the sort options.

1. Press the button showing the current sort criterion and order. 

Tip: Press the toggle to show/hide the sort button and the Manage properties button.

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2. Select the required sort criterion.

Note: The list shows all the system properties and the sortable properties of the class associated with the view.

3. Press the arrow to change the sort order (ascending or descending). 

4. Press Apply.  

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Your view is now sorted according to the selected criterion and direction. If you close your view and reopen it, the sort details you selected are applied even if they're different from those defined by the library administrator. 

Filter your views

If your administrator has set up one or more filters based on Boolean properties in your view, you can filter your views according to these properties. 

1. Press the name of the filter in the view. 

Tip: Swipe across to view the filter.

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2. Select True or False.

Tip: To revert your selection so the filter isn't active, press Clear.

Press Apply. Only documents with the Boolean property set according to your choice are displayed in your view.

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When a Boolean filter is active its button displays blue.

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Browse folders

You can navigate the folder structure to access your documents.

Note: Learn about known limitations with browsing folders in the mobile app.

Press the name of a folder to open it.

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The available items are listed.


Search for documents using keywords

1. Press the Search button.

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2. In the list of previous searches, you can:

  • press an item to rerun a previous search
  • press the cross to delete an item from your list of previous searches

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2. Alternatively, in the search bar, fill in one or more keywords.

The list of documents is updated and displays all the documents that have one or more of your keywords in any of the following:

  • title
  • system properties
  • custom properties
  • description field
  • attachments

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