Basics of Explore
Use Explore to list, find or view content. Items opened in Explore display as tabs at the bottom
of the Workspace. The View pane displays folders. When Explore is active, the following buttons
display in the View pane:
- View document control panels in the View pane that enables you to view
different sections of the document.
- Perform tasks, view tips that are Help topics, or view file or folder details, such as
name, type author and modified date.
- View a list of folders in the View pane.
A search icon,
, is displayed in the View pane of Workspace when you select Tools >
Search. See “Searching for Files or Folders” on page 91.
When items have high priority, multiple versions, or is manually flagged as an exception, an
icon is displayed. In order to see these icons the priority, version, or exception column must be
Sub-folders in the left pane; click the plus button next to the folder name.
Folders in the left pane and items in the content area; double-click the folder.
Contents in the content area; click an item.
When entering names for items in the repository such as files and folders, you can use upper
and lowercase letters and numbers. Spaces cannot be used at the beginning or end of folder
names. Invalid Name characters are as follows: \,/,%,?,+,<,>,|,`,*,". Invalid Path characters are
as follows: \,%,?,+,<,>,|,`,*,".
Since importing Financial Reporting objects with invalid characters in their Names/Path is still
allowed, those objects once imported in Workspace, should be renamed. Scheduled Batches
containing object names with invalid characters will fail when PDF and HTML are selected as
86 Exploring and Managing Items