Introduction
Understand what the Lunr document repository holds, how tags file documents into its folder structure automatically, what each document carries, and which page to use to browse, search, or download.
Overview
The document repository is the central store for your organisation's controlled documents. It holds every as-built drawing, specification, manual, calculation, and record that has been brought under document control, along with the metadata that classifies each one and the version history behind it.
Select Repository in the main menu to open it. Where your organisation has more than one repository, you work in one at a time and change between them with Select Repository in the avatar menu.
How Documents Are Organised
The repository looks like a folder structure, but you never file anything into it by hand. The folders are generated from the documents' tags, so a document appears in the right place because of the metadata it carries, not because someone put it there. Change a tag and the document moves.
This has two consequences worth knowing before you start:
- A document can be found by more than one route. Because the structure is derived rather than fixed, browsing the folders, searching the metadata, and filtering by tag are all views of the same content.
- Filing is consistent by construction. Two people uploading the same kind of drawing get the same result, because the rules belong to the repository rather than to the person.
What a Document Carries
A document in the repository is a controlled record rather than a stored file. Each one carries:
- Tags, the metadata that classifies it, files it, and makes it searchable.
- A document type, which decides the rules it obeys, including its numbering and versioning.
- A status badge, showing where it has reached in its workflow, reading Master once released.
- A version history, so the document number and its metadata survive across revisions while the content is superseded.
- Related information, including its preview, comments, attachments, activity, and cross-references.
Opening a document shows all of this on one page. See Viewing Documents for what each view holds.
Finding a Document
There are three routes to a document, and which one suits depends on how much you already know about what you are looking for.
| Route | Use it when |
|---|---|
| Browsing | You know roughly where the document sits, or you want to see everything of a particular kind together. |
| Searching | You know something about the document, such as part of its number, its title, or a value on one of its tags. |
| Collections | You or a colleague have already gathered the documents into a named list you can return to. |
In This Section
| Page | What it covers |
|---|---|
| Browsing the Document Repository | The folder structure, the six view modes, opening a document, and the map view. |
| Searching for Documents | Basic and advanced search, wildcards, tag filters, XRAY, Quick Launch, archived documents, and metadata export. |
| Document Actions | The grouped More menu that acts on a selection, and the Options menu that acts on a single document. |
| Version History | Every revision a document holds, restoring an earlier one, inserting and reordering versions, and suppressing one. |
| Uploading Documents | The Create menu, the Upload button, drag and drop, and whether an upload becomes a new document, a revision, or a rendition. |
| Downloading Documents | Single downloads, packages, the PDF Export options, My Downloads, and the permissions and limits that apply. |
The repository holds what you have access to see, not necessarily everything in it. If a document you expect is missing, you may not hold the access right that reveals it, or it may be archived. Archived documents are excluded from results until you ask for them, covered under Searching for Archived Documents.
Dashboard
View organisation-wide activity across documents, change requests, and requests for information in configurable KPI tiles, charts, and tables, switch between the General Dashboard and the Change Request Dashboard, and customise the layout to suit how you work.
Browsing the Document Repository
Browse the Lunr document repository using folder, thumbnail, and map views, choose which columns the table shows, select documents to act on them from the Action Pane, and reopen recent documents from the sidebar.