Documents and workbooks

You can add documents to a static, query, or task workbook from the document list within a workspace. The document list within a workspace initially includes all documents associated with the workspace. You can then use the search filter or search builder within the context of the workspace to refine the list of documents before adding them to a workbook.

TIP: You have access to features and functions based on your assigned permissions. You will only see features and functions that have been enabled for the workspace you are viewing and that you have permission to see.

From within the context of a workbook, you can place a hold on documents or export the documents for offline review.