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View and edit private or workgroup document details

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If P6 Web Access is configured to use the content repository, you can view and edit detailed information for private documents you have stored in the My Documents portlet in a dashboard. If you belong to a workgroup, you can also view and edit details for workgroup documents that have been added to the Documents portlet of the Workgroup page.

Note: If P6 Web Access is used with the Oracle Universal Content Management content repository, your Project Workgroup documents display in the search results from the MyDocument portlet.

To view or edit private or workgroup document details

  1. To view or edit private document details, from the My Documents portlet of a dashboard, click the Private Documents tab. The contents of the tab appears.

    To view or edit workgroup document details, from the Documents portlet of the Workgroup page, click the Workgroup Documents tab. The contents of the tab appears.

    Tip: If the My Documents portlet does not appear on a dashboard, or if the Documents portlet does not appear on the Workgroup page, click Customize at the top of the page to set options to display it. You can display the My Documents portlet in any dashboard you create; you cannot display the My Documents portlet in a multi-user dashboard created by another user.

  2. To view details for a document, select a document.
  3. Click details then update the document's details.
  4. Click Save.