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:
- 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.
- On the Projects navigation bar, click
Documents. - On the Documents page, click the Project tab.
- On the Project tab:
- Expand a project.
- (Optional) Expand one or more folders. If necessary, create a folder. See the related topics.
- Click
 Add Options Add Document.
- In the Select File dialog box:
- Select a document.
- Click Open.
- On the Project tab:
- Click any of the five tabs and complete the data fields.
- 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.
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