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This procedure allows you to select a 'browse by ... ' mode for navigating and finding content in the repository. The browse by views allow you to filter content in the repository by folder, by document type, or by lookup value – the default is the folder view.
Perform the following steps:
| 1. | Log in to KnowledgeTree's web interface; then, click Browse Documents to enter the folder structure. |
Note: By default, the browse view opens in Folder view.
| 2. | How do you want to view content in the repository? |
| • | By folder. The current view, which is the default, is the 'folder' view. Click on a folder to open it, and start browsing repository content by navigating through the folder structure. |
| • | By document type. Scroll to the bottom of the page to the Browse by ... menu. Click the plus icon to expand the menu; then, click Document Type. Select a document type from the list to open a list of the documents in the repository that match this criteria. |
| • | By lookup value. Scroll to the bottom of the page to the Browse by ... menu. Click the plus icon to expand the menu; then, click Lookup Value. Select a lookup field from the list; then, select an associated lookup value. The system returns all documents in the repository that matches the lookup field and associated lookup value defined by you. |
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