Global Documents Log

User Personas: Project Management | Field

The Global Documents log is a place where all documents of the same type are grouped together, regardless of the project that the documents appear under. Utilizing the Global Documents log helps users to stay informed of job progress, monitor outstanding requests, and quickly respond to issues or delays across all projects that they manage. Any projects that a user is a member of will have their documents appear under each of the respective document logs found under Documents in the global navigation menu.

To perform the actions described in this article, a user must have the General Permissions - View permission for each respective document type.

Use the links below to quickly jump to a topic:

• View and Manage the Global Documents Log
  • Log Features
• View a Document from the Global Documents Log
• Jump to a Project’s Document Log from the Global Documents Log
• Export a Global Document Log

View and Manage the Global Documents Log

1. Select Documents on the global navigation menu, then select the desired document type from the slide out menu

Log Features

Search, Sort, and Filter the Log

• Use the Search bar at the top of the page to enter your search criteria
• Use the filter button that appears above the document list (next to the Search bar) to make your desired sorting/filtering selections

See the Navigating through the eSUB Fusion Interface article for more guidance.

View a Document from the Global Documents Log

From the Global Documents Log:

1. Select the desired document type from the slide out menu then select a document from the log to view it

Jump to a Project’s Document Log from the Global Documents Log

From the Global Documents Log:

1. Select the desired document type from the slide out menu then select the hyperlink under the Project field for the desired document

Export a Global Document Log

You can easily export global document* logs into a CSV format. Follow these steps to ensure you export the most relevant data:

Steps to Export Logs

1. Filter Your Logs

   • Use the Search bar or filters to narrow down the specific data you need.
   • Filtering ensures that only the most relevant logs are included in your export.

   Filtering first will save time and make your export cleaner.

2. Export the Logs
   • Click the Action button in the lower-right corner.
   • Select "Export Log" from the dropdown menu.
      
3. Save Your File
   • The log file will download into a CSV format so you can save it for your records or analysis.