Add Document Repository Content

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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 check - icon button.

Change an Document Repository’s Name

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 check - icon 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 Details icon 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 Manage Documents Using PDFTron or Manage Documents Using Snowbound 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 Participants - icon icon to open the Participants section.

Add Participants

1. To add a participant, click the icon 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 edit icon button.

Delete Participants

To delete a participant, click the delete - icon 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 correct icon icon to open the Tasks section.

Add Tasks

1. To add a task, click the icon 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 delete - icon 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 tags icon icon to open the Tags section.

Add Tags

1. To add a tag, click the icon 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 delete - icon 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.

Filter Tags

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 arrow icon icon to open the References section.

Add References

1. To add a reference, click the icon 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 delete - icon 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.

Filter References

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 Notes - icon icon to open the Notes section.

Add Notes

1. To add a note, click the icon 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 edit icon button.

Delete Notes

To delete a note, click the delete - icon 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 bell icon icon to open the History section.