Previous Topic

Next Topic

Book Contents

Assigning Documents to Workgroups

Assign documents to a workgroup if they are related to the content the workgroup covers.

To assign documents to a workgroup:

  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 and select a document.
    2. Click """" Access Level Options "" Assign to Workgroup.
  5. In the Select Workgroup dialog box, select a workgroup and click OK.

Tips

  • The Assign to Workgroup option is disabled if the document is already assigned to a workgroup.
  • You can only assign documents to workgroups of the selected project.

Related Topics

About Documents

Creating Document Folders

Working with Documents

Adding Documents to a Project without the Content Repository

Creating Document Templates

Copying Documents from Existing Templates

Sending E-Mail about Documents

Documents Page (with content repository)

Project Documents Portlet of the Workspace Page (without content repository)


Copyright information