Search & Export
Find documents instantly with global search, apply powerful register filters, and export data to CSV or Excel for offline analysis.
Document Ocean 360 provides powerful search and export capabilities so you can quickly locate documents across all projects and download register data for reporting, audits, or offline review.
/search Global Search
The global search bar at the top of every page lets you find documents by number, title, description, or metadata. Results are returned instantly as you type, filtered by your project access permissions.
Search supports:
- Document number — e.g.,
FCD-CIV-DWG-001 - Title keywords — partial matches across document titles
- Metadata fields — discipline, document type, originator
- Status filtering — combine search with status filters for precision
Power search shortcuts
Prefix your query with a field name for targeted results. For example, discipline:Civil returns only civil discipline documents. Combine multiple prefixes to narrow results further.
Register Filters
Every document register includes a comprehensive filter panel that lets you narrow the displayed documents by multiple criteria simultaneously.
Open the filter panel
Click the Filter icon above the register table to expand the filter options.
Select filter criteria
Choose one or more fields to filter by — discipline, document type, status, originator, or date range.
Apply filters
Click Apply. The register table updates immediately to show only matching documents.
Save filter preset
Optionally save your filter combination as a named preset for quick access in future sessions.
Available Filter Options
Filter by engineering discipline: Civil, Structural, Mechanical, Electrical, Piping, Instrumentation, etc.
Narrow by type such as Drawing, Specification, Report, Procedure, or Datasheet.
Filter by current document status — Draft, In Review, Approved, Superseded, or Cancelled.
Show documents from a specific originating company or contractor.
Filter by upload date, revision date, or planned submission date within a specified range.
Show documents currently assigned to a specific reviewer or approver.
Active filters are indicated by status badges in the filter bar:
3 filters active Quickly see how many filters are applied, and click to modify or clear them.
Exporting Data
Export the current register view (including any active filters) to CSV or Excel format for offline analysis, reporting, or integration with other tools.
Configure your view
Apply any filters and column selections so the register displays exactly the data you want to export.
Click the Export button
Located in the toolbar above the register. Choose between CSV (.csv) and Excel (.xlsx) formats.
Select export scope
Choose Current Page to export only visible rows, or All Results to export every matching document across all pages.
Download the file
The file is generated server-side and downloaded to your browser. Large exports may take a few seconds.
Export includes metadata
Exported files include all visible columns plus document metadata such as revision history, status, and dates. Confidential fields are excluded based on your role permissions.
Reports Access
Project Admin Project Admins and Org Admins can access the Reports section, which provides pre-built analytics dashboards including document status summaries, overdue submission reports, and team activity metrics.
Reports can be generated on-demand or scheduled for automatic email delivery on a weekly or monthly basis.