Project Tab Toolbar of the Documents 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.

Note: This topic describes functionality only available with the optional Content Respository feature.

Screen Elements

"" Refresh Documents

Refreshes the current page with any new, updated, or removed documents.

"" Add Document

Enables you to select a document from your computer or a device attached to your computer to add to the selected project or workgroup.

"" Add Options menu

Displays a menu of actions supplementing the Add Document icon.

  • "" Add Document: Enables you to select a document to add.
  • Add from content repository: Enables you to search, browse by folder, and select a document from the repository. You can then decide to copy the selected document or link to it.
  • Copy from existing template: Enables you to search and select a template to copy as the basis for your new document.
  • Create new template: Enables you to browse and select a document template to store for future use. You can then create new documents copied from this template.
  • "" Add Folder: Enables you to add a document folder to the repository and set its security policy.

"" Edit Details

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

"" View

Displays the selected document in a separate window.

"" 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.

"" Make Private

Click to make the selected document private.

"" Access Level

Select from one of the following options in which to grant access of the project:

  • "" Make Private:Click to make the selected project or document private.
  • "" Assign to Project: Click to assign the selected document to a project.
  • "" Assign to Workgroup: Click to assign 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.

"" Add to recent documents

Adds the selected document to the recent documents list.

"" Cut

Cuts the selected item and applies it and its attributes to the temporary clipboard, removing it from its current location. The item and applicable attributes can then be pasted to another supported location.

"" Move Options

  • "" Cut: Cuts the selected item and applicable attributes to the clipboard. This removes them from their current locations.
  • "" Paste: Completes a cut operation by inserting the item and supported attributes to a new location.

"" E-Mail

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

"" Search

Enables you to perform a search based on the value you enter in the search bar.

"" Search Options

  • "" Search: Displays options for finding a specific matching entry based from search criteria.
  • Clear Search Results: Removes any specified results to display all documents.

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