The Reference Manager
Find, filter, and organize your company's references — list, tile, and map views, faceted filters, and bulk actions.
The Reference Manager (/my/references) is the home of your reference portfolio. It shows all references of your company — drafts, suggested, approved, and published alike — with powerful filtering on top.
Page layout
- Industry tabs across the top switch the view to one of your company's branches. The active branch determines which branch-specific filters (and custom fields) are offered. Show all references resets the tab.
- The toolbar holds the free-text search, the results-per-page selector (10–100), sorting, the view toggle, and the filter button.
- The filter rail (desktop) or filter drawer (mobile) contains the faceted filters.
- Active filters appear as removable chips above the results, with a Clear all shortcut.
Views
| View | Best for |
|---|---|
| List | Scanning many references with details — thumbnail, status badge, client, location, date, actions. |
| Tiles | A visual grid — large images with Featured / Verified badge overlays. |
| Map | A geographic overview — all matching references with coordinates plotted as clustered pins on an OpenStreetMap map. References without location data are counted in a note. |
Your view choice is remembered. A result-group toggle additionally switches between Projects and Companies results when you search across the platform.
Sorting & searching
Sort by relevance, newest/oldest, title (A–Z / Z–A), custom sort order, or Countersign requested. The free-text search matches as you type (debounced) across titles, descriptions, and metadata.
Share a filtered view: every search, filter, and sort choice is reflected in the page URL. Use the Share link button to copy the URL — colleagues opening it see exactly the same filtered list.
Filters
The filter rail is faceted: every option shows how many references match, sections are collapsible, long lists offer quick-search and Show more. Available facets include:
- Approved only — a quick toggle for publish-ready content
- Location (cities), Industries, Services & methods (grouped by work field)
- Contract value (interval buckets)
- Used products, Reference types, Media type (has images / video / audio / PDF)
- Date range (from/until, month + year)
- Company facets (size, legal form) when searching across companies
- Reference groups, Tags, Channels, Clients, Contact users, Authors
- Your branch-specific project properties — including your company-internal custom fields, visually marked as internal
Actions on a reference
Each reference card offers (depending on your permissions):
- Edit — opens the reference form
- Stats — the reference's view statistics
- Duplicate — creates a copy as a new draft, a fast way to document similar projects
- Delete — removes the reference (requires delete permission)
Bulk actions
Select references via the checkbox on each card (or Select all on this page). The bulk toolbar then offers:
- Compare — a side-by-side comparison table of two or more references
- Export — PDF/Excel/PowerPoint export of the selection, see Export, Print & Import
- Add to watchlist — put the selection on a watchlist
- Print and Delete
Creating a new reference
The New reference button (requires the create reference permission) starts the reference form. If your plan's reference contingent is exhausted, the button tells you — see Plan & Billing.