These options determine which Documents will appear in the Filter according to their State:
Internal and Public Groups
The following states are applied to Documents in Document Groups with the Type “Internal” and “Public”.
- Hidden - will show all Documents (within the included Document Groups) with a State of “Hidden”. Hidden Documents are visible (but greyed out) to internal Administrative Users, but hidden from Suppliers and Users with Data Room Access.
- Internal – will show all Documents (within the included Document Groups) with a State of “Internal”. Internal Documents are only visible to Internal Project Users (and effectively still “in preparation”), so if you have selected Internal and Suppliers as the Visibility option, Supplier Users will not see these Documents.
- Published – will show all Documents (within the included Document Groups) which have a State of “Published”. Published Documents are those which have been issued to Suppliers and can also be seen by Internal Users.
- Invalidated –will show all Documents (within the included Document Groups) which have a State of “Invalidated”. Invalidated Documents are those which have been previously Published, but have now been Invalidated. Invalidated Documents will still be visible to all relevant Users
Submission Groups
The following states are applied to Documents in Document Groups with the Type “Submission”.
- Hidden - will show all Documents (within the included Document Groups) with a State of “Hidden”. Hidden Documents are visible (but greyed out) to internal Administrative and the relevant Suppliers (can view their own Documents only); they can still be opened from the View Details page. They are not visible to Users with Data Room Access.
- Visible – visible to all Users and to the relevant Suppliers
Supplier Groups
The following states are applied to Documents in Document Groups with the Type “Supplier”.
- Hidden - Hidden Documents are visible (but greyed out) to internal Administrative and the relevant Suppliers; they can still be opened from the View Details page. They are not visible to Users with Data Room Access.
- Submitted - visible to all Users and to the relevant Suppliers (can view their own Documents only).
Authority Query Groups
- Loaded – visible to Suppliers once they have uploaded a Document to an RFC. Not visible to Project Managers and Internal Users.
- Released – visible to all Users and the relevant Supplier once the Supplier has entered an Answer and sent the Authority Query.
Supplier Clarification Groups
These states will only be visible if Clarification Documents are enabled (under Tools/Advanced Settings).
- Hidden - Visible to Suppliers, Project Managers and Internal Users
- Loaded - Visible to Suppliers, Project Managers and Internal Users
Document Group Settings
All Document Groups – if checked (the default) it will include in the Filter all Document Groups in the Project. Any new Document Groups created subsequently will be included automatically in the Filter. If you uncheck the option, when you click Save, the Document Filter page will display a Document Groups section where you can assign specific Document Groups to include in the Filter.
Click Add to assign Document Groups to the Filter.
When created, Document Filters will appear as tabs on the toolbar of the Project Home Page.
For Supplier Users to see:
- a Document Filter tab, it must not have just the Internal or Hidden options checked as the State. (Suppliers can only see Published and Invalidated Documents).
- a Document Filter tab, it must have the Visibility option set to Internal and Suppliers.