Adding My Document Repository Content

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Global Information
Overview
Details
Documents
Participants
Tasks
Tags
References
Notes
History
Delete a Repository
Subscribe

View and Update Global Information

The Global Information Bar of a My 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.

Editable sections in the Global Information Bar are the blue text fields. Click the blue text to open the existing content.

Change a My Document Repository Name

1. 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 Overview Details

The Overview Details section is the initial section that is displayed when opening a My Document Repository.

To edit a Document Repository’s information, open the section from the link or expanded folder.

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

The Details section displays details and supports adding and editing details for the repository.

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: The name and shortcut keys appear in a pop-up box when hovering over tools.

 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 (disk icon) button save icon.

View and Update Documents

View Documents

The Documents (or Attachments) section provides the space for associating documents to a My Document Repository and individually managing each file.

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

From the Documents section, you can

  • Add documents using Search or from your local drive
  • Copy or move files from other cases
  • Organize the document collection
  • Track versions and revert to a former version
  • Split and merge documents
  • Mark and annotate pages
  • Insert page layers to control document review and content release
  • Download, export, and print files
  • Designate a file as Document of Record

Filter Documents

To filter documents, select a folder that contains documents. Start typing in the filter box. As you type, matches are displayed in bold.

Search Documents

To search documents, start typing in the search box then press enter or click the search button.

View and Update Participants

View Participants

The Participants section lists participants directly associated with the My Document Repository.

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. This will oppen a window to add a participant.

Add Participants

Note: Required fields are outlined in red.

2. Complete the required 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.

1. 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

View and Update Tasks

View Tasks

The Tasks section lisks tasks  related to the My Document Repository. You can add or update tasks.

1. 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. This will link to a pop-up window where a task can be added.

Note: Required fields are outlined in red.

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

Edit Tasks

To edit a task, click the blue hyperlink of the task you want to edit. This will then open up the tasks module to where you can edit the existing content.

Delete Tasks

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

View and Update Notes

View Notes

The Notes section records information about the notes directly associated to the My Document Repository. It will show previous notes and is available to add or update.

1. 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. This will link to a pop-up window where a note can be added.

Add Notes

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

The References section allows you to view and add and manage references.

1. 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. This will open a window to add a reference.

Add References

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.

1. 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 History

The History section lists events relaated to the repository.

1. 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.

1. 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. This will link to a pop-up window where a tag can be added.

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

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.)