Document Repositories have the following components:
View and Update Global Information
The Global Information Bar of a Document Repository is displayed while viewing any section in the module. The edit capability for all other summary information is based on permissions and your local configuration.
Click the blue text to open the existing content for editing.
Change an Document Repository’s Name
1. Click the blue text to open the content for editing, then clear the current content and type in the change.
2. Click the 
button.
Change Document Repository’s Description
1. Click the blue text in the Description field, then clear the current content and type in the change.
2. Click the button.
View and Update Details
View Details
1. In the Expanded Treeview of the Browse Panel, click on the Details section title, or from the Navigation Icons Panel select the 
icon to open the Details section.
2. Enter details in the text field. You can format, edit, and attach files.
3. Click Save 
when finished.
Tip: Hover over the icons to view the tool functions.
Edit Details
1. Enter (or edit) details in the text space. The section provides tools for formatting text, adding hyperlinks, and attaching files.
2. Click the Save when finished.
View and Update Documents
See Document Management for details.
View and Update Participants
View Participants
In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the 
icon to open the Participants section.
Add Participants
1. To add a participant, click the 
button on the section title bar. The Add Participant window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save.
Edit Participants
To edit a participant, click the 
button.
Delete Participants
To delete a participant, click the 
button.
Filter Participants
You can filter participants based on type or name.
To filter participants, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update Tasks
View Tasks
In the Expanded Treeview of the Browse Panel, click on the Tasks section title or icon, or from the Navigation Icons Panel select the 
icon to open the Tasks section.
Add Tasks
1. To add a task, click the button on the section title bar. The New Task window opens.
Note: Required fields are outlined in red.
2. Complete the required fields and any additional fields and click Save Task.
Edit Tasks
To edit a task, click the title. The screen will refresh with the task page. See Tasks for more information on task management.
Delete Tasks
To delete a task, click the button.
View and Update Tags
View Tags
The Tags section allows you to add tags to the Document Repository.
In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the 
icon to open the Tags section.
Add Tags
1. To add a tag, click the button on the section title bar. This will open a search field to locate the tag.
2. Click in the Add a tag field and begin typing. Choose the tag from the list of matches. You can add multiple tags to the document repository.
2. Click Add Tag when finished.
Delete Tags
To delete a tag, click the button.
Filter Tags
You can filter tags based on the tag, the date created, or the user who created it.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update References
View References
In the Expanded Treeview of the Browse Panel, click on the References section title or icon, or from the Navigation Icons Panel select the 
icon to open the References section.
Add References
1. To add a reference, click the button on the section title bar. The Add Reference window opens.
2. Search and select a reference.
3. Click Add.
Delete References
To delete a reference, click the button.
Filter References
You can filter references based on reference number, title, parent, date last modified, type, or status.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
View and Update Notes
View Notes
In the Expanded Treeview of the Browse Panel, click on the Notes section title or icon, or from the Navigation Icons Panel select the 
icon to open the Notes section.
Add Notes
1. To add a note, click the button on the section title bar. The Add Note window opens.
Note: Fields marked with red asterisk are required fields.
2. Complete the note and click Save.
Edit Notes
To edit a note, click the button.
Delete Notes
To delete a note, click the button.
View History
In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the 
icon to open the History section.
