A My Document Repository has the following components:
- Global Information
- 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. 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 
button.
Change My Document Repository’s Description
1. Clear the current content and type in the change.
2. Click the button.
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 
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 
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 
.
View and Update Documents
View Documents
See Document Management 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 
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 click Save.
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.
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 
icon to open the Tasks section.
Add Tasks
1. To add a task, click the 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 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 
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.
Edit Notes
To edit a note, click the button.
Delete Notes
To delete a note, click the 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 
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.
Delete References
To delete a reference, click the 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 
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 
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.
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.
Delete a My Document Repository
In the Action Panel, click the 
button.
Subscribe to a My Document Repository
In the Action Panel, click the 
button. Click Unsubscribe to cancel.