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Document Browser Overview

The Document Browser is a robust file repository for essential operational personnel, enhanced by a powerful search capability.

The Document Browser is where all of your site's files live — procedures, drawings, manuals, and reference material your team needs in the field. Preserve supports storing any file type; preview rendering directly in-browser is currently supported for PDF, MP4, and PNG files.

Here's a breakdown of what you'll find on the page.

Folder Tree

The left-hand panel shows your full folder structure. From here you can:

  • Create a new folder
  • Upload a new file
  • Navigate your site's root folder and every folder nested beneath it

Breadcrumbs at the top of the content area let you jump back to any folder level quickly without retracing your steps through the tree.

What's on a Document Card

Each file or folder in the Document Browser is represented as a card. Depending on the view you're using (see Card Views below), a card can show:

  • Preview Image — A thumbnail of the file's content, available for PDF, MP4, and PNG files
  • File Type Icon — Indicates the file format at a glance
  • Name — The document or folder's name
  • Version — The current version number, if the file has been updated since it was first uploaded
  • Page Count — For multi-page files like PDFs
  • Edit Button — Quick access to rename, move, or update the file (visible to users with edit permissions)
  • Favorite Star — Click to bookmark the document (see Favorites below)

Card Views

Once you select a folder, its contents display as cards. You can switch between three card views depending on how much detail you want to see at once:

  • Default View — Shows everything, including a preview image of the file.
  • Compact View — Shows the same information as Default, without the preview image.
  • Streamlined View — The most condensed view, showing the least amount of information per card.

Details View

Use the Details View toggle to see folder contents in a more data-dense list format, useful when you're scanning a large folder for a specific file.

Favorites

Click the star icon on any document card to favorite it. Favorited documents appear in a separate, quick-access list — so frequently used files don't get buried in a deep folder structure.

Offline Access (QR Code)

Need a document in an area of the plant without reliable connectivity? Click Offline on any document to generate a QR code. Scan it with the Preserve mobile app to open that document directly on your device — no internet connection required once it's loaded.

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