Project Tab Toolbar of the Documents Portlet of the Workgroup Workspace Page

Overview

The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, and other factors.

Screen Elements

"" Edit Details

Enables you to view and configure the details of the selected document.

"" View Document

Enables you to view the selected document.

"" View Options

Select from one of the following options in which to view the selected document:

  • "" View: Displays the selected document in a separate window.
  • "" Download: Allows you to download the document to your computer. You must select a path where the downloaded document will be saved.

"" Assign to Workgroup

Enables you to reassign the selected document to a workgroup.

"" Delete

Deletes the selected item or items permanently.

"" Check out

Enables you to put a lock on a content repository document while you work on it remotely. The document cannot be modified by other users until you check it in.

"" Check Out Options

  • "" Check out: Opens a dialog box to enter a location for where you want the document to be checked out to. Use "" the browse icon to search for a location. Use the Open Document option to determine whether to open the document or just check it out.
  • "" Check in: Opens a dialog box to select a document to be checked in. Use "" the browse icon to search for a document. Use the comments field to enter a comment to be associated with the document. The Format and Version Type fields are read-only. Click Check In to keep your changes and check in the document or click Cancel to close the dialog box without checking in the document.
  • "" Undo Check Out: Opens a read-only dialog box displayed the Title, Version, and Path of the selected checked out document. If you continue to undo the check out, any changes made to the selected document will be lost. Click Undo Check Out to continue or click Cancel to close the dialog and keep the document checked out.

"" Start Review

Enables you to specify the reviewers, type of review, and due date for a review. This option is only available if the content repository is configured.

"" E-Mail

Enables you to send selected information about the current item to one or more recipients through electronic mail.


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