Add Document Repository Content

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Global Information

The Global Information 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.

You can edit the content shown in blue text.

  1. Click the blue text to open the content for editing.

Viewing and Updating Global Information

2. Clear the current content and type in the change.

3. Click the check - icon button.

Document Repository

Details

View Details

1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the Details icon icon to open the Details section.

2. The free-form text space is available for edit.

Details

Tip: Hover over an icon to view the function.

Edit Details

1. Enter (or edit) details in the text space. The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.

2. When the entry is complete, click the Save button save icon.

Documents

For more information see Document Management.

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.

View Participants

Add Participants

1. To add a participant, click the icon button on the section title bar. The Add Participant window opens.

Add Participants

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save when finished.

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.

Filter Participants

Tags

View Tags

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.

View Tags

Add Tags

1. To add a tag, click the icon button on the section title bar. The Tag window opens.

Add Tags

2. Complete the fields and select 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

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.

View References

Add References

1. To add a reference, click the icon button on the section title bar. The Add Reference window opens.

Add references

2. Search and select a reference. Then click Add, and the reference will be added to the task.

Delete References

To delete a reference, click the delete - icon button.

Filter References

You can filter references based on reference number, title, type, assignee, date last modified, 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

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.

View Notes

Add Notes

1. To add a note, click the icon button on the section title bar. The Add Note window opens.

Add Notes

Note: Fields marked with red asterisk are required fields.

2. Complete your note and click Save when finished.

Edit Notes

To edit a note, click the edit icon button.

Delete Notes

To delete a note, click the delete - icon button.

History

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.

View History

Delete a Document Repository

In the Action Panel, click the Delete Repository - button button.

Subscribe to a Document Repository

In the Action Panel, click the Subscribe - button button. Click Unsubscribe to cancel.

Restrict a Document Repository

In the Action Panel, check the Restrict -button check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.