Find a record

  1. Open Document Intelligence → Library → Files. Search by the available document identifiers, title, content, filename or tags.
  2. Use the record categories and filters to narrow the result. Saved views preserve permitted search/filter choices; pagination limits the rows displayed.
  3. Expand the folder browser when you need it. Search folder names and page through folders instead of displaying every folder at once. Select a folder to narrow the register.
  4. Open a document to inspect its metadata and governance context. Use the processed document register when you need processing-result information rather than the original-file list.

Use folders safely

Bulk-job sources may be grouped automatically. Manual folders organise records without widening access. Selecting All documents removes the folder filter; it does not bypass document permissions.

Removing a manual folder archives its organisational structure rather than deleting every document it contains. Check the action description before confirming. Folder membership is not proof of processing, approval or delivery.

Local product example · sample dataClick to enlarge ↗
Browse folders without leaving the library

Expand the folder browser, search folder names and select a folder. New folder and Retention defaults are available to permitted users. The example uses fictional folders and document counts.

Understand the document controls

The expanded record separates metadata, versions, review workflow, collaboration, controls & standards, secure sharing, collections and retention & holds. A processing class such as Invoice differs from an information classification such as Confidential.

A library lifecycle approval concerns the governed file record. It does not approve extracted fields, complete an NDA signing journey or confirm indexing. Changes to source bytes require the current version and its clearance to be checked again.

Retention and legal holds

Review source and generated-output retention separately. Organisation minimums, legal holds and shared dependencies may prevent disposition even when a configured retention period has elapsed.

A retention setting or expiry preview does not prove physical deletion has occurred, erase backups or remove copies already delivered externally. Resolve legal holds and verify the actual disposition workflow before representing a record as deleted.

Build a repeatable working list

  1. Select a folder or All documents, then search a distinctive title, filename, identifier or tag.
  2. Apply filters and read the active-filter summary.
  3. Sort and page through results; selecting visible rows does not necessarily select all matching records.
  4. Save a permitted view for repeated work and clear filters before concluding a record is absent.