Add My Document Repository Content

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A My Document Repository has the following components:

View and Update Global Information

The Global Information Bar of a My Document Repository is displayed while viewing any section in the module. You can edit values shown in blue text.

Click the blue text to open the existing content.

Change a My Document Repository Name

1. Click the blue text to open content for editing, then clear the current content and type in the change.

2. Click the check button.

Change an My Document Repository’s Name

Change My Document Repository’s Description

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

2. Click the check button.

Change My Document Repository’s Description

View Details

In the Expanded Treeview of the Browse Panel, click on the repository’s name or icon, or from the Navigation Icons Panel select the Overview - icon icon to open the Overview section. 

View and Update 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 details open.

Tip: Hover over the tool icons to view their functions.

 Edit Details

1. Enter (or edit) details in the text space. The section provides tools  to format text, add hyperlinks, and attach files.

2.  Click the Save icon save icon.

View and Update Documents

View Documents

See Manage Documents using Snowbound or Manage Documents using PDFTron for more 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 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 blue hyperlink of the task you want to edit. The task opens in the Task module.

Delete Tasks

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

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 your 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 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, then 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, 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 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 and Update Tags

View Tags

The Tags section allows you to add or delete tags for the My 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. The Tag window opens.

2. Complete the fields and select Add Tag.

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.

Delete a My Document Repository

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

Subscribe to a My Document Repository

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