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View or edit project document details (with content repository)

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You can view detailed information for each project document. If you have the required access, based on the document's security policy, you can also edit document details.

Notes:

This topic describes the following:

Viewing or editing project document details from the Project Workspace

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Project Workspace on the Projects toolbar to display the Workspace page.
  3. If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
  1. Add the Project Documents portlet if it is not displayed.
Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize, and mark the Project Documents checkbox in the Project section of the Content tab. Click the icon to see and set other options for the portlet, and then click Save and Close to display the portlet.
  1. From the Project Documents portlet, select the document.
  2. Click details.
  3. Update the document details as necessary, then click Save.

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Viewing or editing project document details from the Projects > Documents page

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Project Documents Documents on the Projects toolbar to display:
    • all documents that were created in Web Access configured with a content repository in the Projects tab.
    • all work projects and documents that were created in another application that was not configured with a content repository in the WP & Docs tab.

  3. Select the folder of a project in either tab to view its contents.
  4. From the Projects or WP&Docs tab, select the document you want to view. Document Details tabs are displayed, providing information about the selected document.
  5. Update the document details as necessary, and click Save.

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