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Adding Documents to a Project and Storing Them in the Content Repository

You can add documents from your computer or a network server to the content repository and designate them as private, read-only, or shared within the current project. When you add shared documents, they are ready for document reviews.

Note: This topic assumes that you have setup the optional content repository.

To add a document to a project and store that document in the content repository:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab:
    1. Expand a project.
    2. (Optional) Expand one or more folders. If necessary, create a folder. See the related topics.
    3. Click """" Add Options "" Add Document.
  5. In the Select File dialog box:
    1. Select a document.
    2. Click Open.
  6. On the Project tab:
    1. Click any of the five tabs and complete the data fields.
    2. Click Save.

Tips

  • You can complete all available document management functions on the copy, which has no relationship to the original document.
  • To add a document to a folder, select the folder before you click the Add Options menu. You cannot add a document to a read-only folder.
  • At any time, you can privatize documents that you added to the application. To make a document private, select the document in the Projects Documents portlet or on the Documents page, click Access Level Options/Make Private.
  • You can also add public documents from the Project Documents portlet of the Workspace page, the Documents portlet of the Workgroup Workspace page, or the My Documents portlet of the Dashboards page.

Related Topics

About the Content Repository

Working with the Content Repository

Adding Documents to a Project from the Content Repository

Checking Out Documents

Checking In Documents

Configuring Document Details

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents

Project Tab of the Documents Page (with content repository)

Project Documents Portlet of the Workspace Page (with content repository)


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