How to browse your connected content

This article applies to:Available in these QorusDocs Editions:

Enterprise+, Proposal Pro, QPilot Essential

With QorusDocs, you can browse connected content directly from Hub Central or the QorusDocs Add-ins. This makes it easier to explore available files and folders without needing to enter a specific keyword or search term.

Browsing is especially useful when you want to explore the contents of a folder and view related documents.

In this article, we’ll take you through the following:

1. The places you can browse with QorusDocs:
   • Browsing your Teams Content Source
   • Browsing your OneDrive for Business Content Source
   • Browsing a SharePoint Online Content Source
2. Top tips
   • Using the breadcrumb to navigate as you browse
   • Explore using the filters

Places you can browse with QorusDocs

You can browse supported connected content sources in QorusDocs, including Microsoft Teams, OneDrive for Business, and SharePoint Online.

The content sources available to you depend on your organization’s setup and your permissions.

To learn more about which search capability is best while you are browsing for your content, click here to read the Search FAQs article.  

Browsing your Teams Content Source

Teams Content Sources support browsing through a folder-like structure.

1. Click on Teams to view a list of all available Teams.
2. Select a Team to see its channels, each displayed as a folder.
3. Click into a channel to access its content, which may include additional subfolders and files.

This structure makes it easy to navigate and find the documents you need within your organization’s Teams environment.

Here’s an example of browsing your Teams Content Source:

Browsing your OneDrive for Business Content Source

QorusDocs Hub allows you to browse your OneDrive for Business content just like you would in your familiar OneDrive interface. You can easily navigate through your personal folder structure, access your own files, and view files that others have shared with you—all within QorusDocs.

1. Click on the OneDrive for Business content source in QorusDocs Hub.
2. Your personal OneDrive folder structure will appear, showing all your folders and files.
3. Click into any folder to view its contents, including subfolders and files.
4. Files that have been shared with you by others will also be visible in the appropriate folders.
5. Select or preview files as needed for your work.

This makes it easy to find, access, and use your OneDrive for Business content directly within QorusDocs Hub.

Here’s an example of browsing your OneDrive for Business Content Source:

Browsing a SharePoint Online Content Source

There are two types of SharePoint Online Content Sources that can be connected to QorusDocs:

• SharePoint Online lists.
• SharePoint Online libraries.

The browsing experience depends on the type of SharePoint Content Source you are using.

Browsing List Content Sources

SharePoint Online lists contain items or records rather than folders. When browsing a SharePoint Online list, you can view the available content items directly without navigating through a folder structure.

To Browse a SharePoint list Content Source:

1. Click on the SharePoint list Content Source in QorusDocs Hub.
2. Browse through the list items and select or preview the content you need.

Here’s an example of browsing a SharePoint List Content Source:

Browsing Library Content Sources

SharePoint Online libraries use a folder-based structure. When browsing a SharePoint Online library, you can navigate through folders and subfolders to find the files you need.

To browse a SharePoint Library Content Source:

1. Click on the SharePoint Library Content Source in QorusDocs Hub to display the library’s folders and files.
2. Click into any folder to view its contents, including additional subfolders and files.
3. Select or preview the files you wish to use in your documents or proposals.

Here’s an example of browsing a SharePoint Library Content Source:

Top tips

Using the breadcrumb to navigate as you browse

At the top of the QorusDocs Add-in, you’ll see the breadcrumb trail. This shows your current location within the folder or content structure.

To use the breadcrumb while browsing:

1. Open a Content Source.
2. Navigate into a folder, channel, library, or other available content area.
3. Review the breadcrumb at the top of the pane to see where you are.
4. Click any part of the breadcrumb to move back to that level.

For example, if the breadcrumb shows:

All Libraries > Templates > Enterprise + AI

Each part of the breadcrumb is clickable. You can click Industries to move back to the Industries level without starting over.

Using the breadcrumb makes it easier to move between different levels of your content and keep track of where you are.

Here’s an example of using the breadcrumb to browse connected content:

Explore using the filters

Another way to explore your content without typing anything in the search box is to use the filters.

To explore content using filters:

1. Select one or more Content Sources.
2. Click the filter you want to use.
3. Choose the filter options you want to apply.
4. Click on the Search icon once you are ready.

This will bring up a list of items or files that match the structured criteria you have selected, like document type, 

Please note that the filters available to you will depend on the Content Source(s) you have selected.

• If one or more filters are not available, they will be greyed out.
• For the filters that are available, click on a filter to view the options available.

To learn more about how to use search filters click here.