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Document Report by Keywords

It would be useful to be able to produce reports / link tables for documents in a project grouped/sorted by keywords. If keywords are used, for instance, to categorise where in client/tenant literature any given document belongs in (e.g. in sections of an O&M/H&S File) then such a file could be composed by providing a page of links sorted into the sections that they prefer. Usually these requirements are communicated early on in a project and it could be made a part of Document Control Procedure to expect such keywords to be specified for all uploads, but only if it was contributing to the process described above.

  • Mark Boulton
  • Sep 29 2021
Company Blenheim House Construction
Job Title / Role Document Controller
I need it... 3 months
  • Attach files
  • Amy Padden commented
    April 25, 2022 13:33

    Keywords can be included as a search parameter within the Advanced Search, and from there you can use the 'Save as Report' function. Any Saved Searches like this will then be saved under My Reports within your Navigation Tree, and can also be shared with specific Security Groups so it automatically shows in their Navigation Tree.


    Alternatively, you can link items from the search results to an SVC/DVC to provide the segregation of information.

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