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Project Documents portlet (with content repository)

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The Project Documents portlet in the Project Workspace lists all documents that have been added to the project. Use this portlet to view project documents, document details, and to add new documents to the project.

Notes:

This portlet contains two tabs; Project and WP & Docs. In addition to working with documents on these tabs, you can also customize the Project Documents portlet.

Project Tab

The Project tab contains all the project documents that have been added to the portlet.

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Field Definitions

Title
The project and associated document names. Click a project name to go to its workspace; click a document name to view, download, check-in, or check-out the document.
Version
The version of the document.
Creation Date
The creation date of the document.
Modified Date
The date of the last an action was performed on the document.
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WP & Docs Tab

The WP & Docs tab contains all the documents that have been added using the Project Management module.

The functions available on the WP & Docs tab are:

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Field Definitions

Title
The identifying name of the document. You can type a new name.
Version
The latest version number of the document.
Revision Date
The date of the document's last update.
 

Customizing the Project Documents portlet

To show or hide the Project Documents portlet, click Customize at the top of the Project Workspace. In the Project section of Project Workspace Preferences, mark or clear the checkbox next to Project Documents.

To enable team members and users invited to the project to view the Project Documents portlet, click next to Project Documents and mark the checkbox next to 'Allow Team Members and Invited Users to view this section.'

To change the position of the portlet on the page, click Layout. When you are finished customizing the portlet, click Save and Close.

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