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How to use the Documents tab efficiently?

As the number of documents increases, the Documents tab can quickly become difficult to navigate and manage efficiently. By assigning a document type to each document, you ensure that information remains structured, easily searchable, and accessible to all. This practice supports effective filtering and categorization, reduces the risk of overlooking critical documents, and helps maintain transparency and clarity.

Documents generated within Scope

Each document created in Scope is automatically assigned a specific document type. All generated documents are immediately available in the corresponding Documents tab(s). 

Documents generated outside Scope / uploaded in Scope.

You can also upload external documents into Scope. Several methods are available for this purpose:

  1. Uploading a document via the blue link on the Documents tab, or utilizing the same link while composing an outgoing email on the Email tab in Scope.
  2. Copying a document to the Documents tab using drag-and-drop functionality.
  3. Forwarding an email to Scope using the Scope reference number, which places the email on the Email tab and its attachments on the Documents tab.


For methods 1 and 2, Scope will prompt you to select a document type and you can specify whether it should be web-visible. For method 3, you can assign the document type by right-clicking on the document in the Documents tab and selecting “Change document type”. 

Selecting a document type is optional. If Scope prompts you, you can skip the selection by pressing the Escape-key on your keyboard or clicking OK. If the selection dialog for uploaded or dragged documents impacts workflow efficiency, your Scope administrator or key-contact can request deactivation of this feature through the Riege Service Team.

You can assign or modify the document type at any time.

Available document types

For uploaded documents, a defined set of document types is available, each identifiable by a specific UN code for the usage within interfaces. Select only the document types that align with your operational requirements. See Which document types are available for the Documents tab?

Filtering and organizing

Within the Documents tab, you can create custom filters to display or hide specific document types. This allows you to focus on relevant documents and improves clarity when navigating the Documents tab.

Searching for a document


The search function on the Documents tab enables you to locate documents by entering the document name, document type, or relevant keywords. You can search using multiple keywords, enhancing the precision of your results. Additionally, keywords can be excluded from the search by placing a minus sign (“-”) before them, for example: “-carboncare”.

If a document is uploaded in Scope without a designated document type, it becomes more difficult to navigate the Documents tab and document type filtering is not possible. To ensure effective clear document identification, we recommend assigning a document type to every uploaded document.