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.
- Click the blue text to open the content for editing.
2. Clear the current content and type in the change.
3. Click the 
button.
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 
icon to open the Details section.
2. The free-form text space is available for edit.
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 
.
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 
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 when finished.
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.
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 
icon to open the Tags section.
Add Tags
1. To add a tag, click the button on the section title bar. The Tag window opens.
2. Complete the fields and select 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.
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. Then click Add, and the reference will be added to the task.
Delete References
To delete a reference, click the 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.
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 your note and click Save when finished.
Edit Notes
To edit a note, click the button.
Delete Notes
To delete a note, click the 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 
icon to open the History section.
Delete a Document Repository
In the Action Panel, click the 
button.
Subscribe to a Document Repository
In the Action Panel, click the 
button. Click Unsubscribe to cancel.
Restrict a Document Repository
In the Action Panel, check the 
check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.