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View private or workgroup documents

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If P6 Web Access is configured to use the content repository, you can view a read-only copy of private documents you have stored in the My Documents portlet in a dashboard. If you belong to a workgroup, you can also view 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 a private or workgroup document

  1. In the My Documents portlet on a dashboard, click the Private Documents tab. The contents of the tab appears.

    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 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. Select a document then click view. A dialog box appears with a message asking if you want to open or save the file.
  3. Click Open to view the document.