General Section of the Documents Details Page (without content repository)

Overview

This section displays configurable options for general document information of the selected document.

Screen Elements

Title field

The identifying name of the document.

Author field

The person who authored or created the document.

Version field

The latest or most current version of the document.

Revision Date field

The date of the document's last update.

Document Category list

The classification label used to organize documents.

Reference Number field

The document's reference or catalog number.

The reference number is defined by the user.

Public Location field

The selected document's publicly-accessible file location. All project participants can view this file.

Private Location field

The selected document's private file location. Typically, the private location is found on the user's personal computer rather than a location that anyone could access.

Browse button

Enables you to select a file for a Public or Private Location from the Select dialog box.

Open button

Enables you to launch the file (if it is recognized by the system) or open the file location (if you have permissions to view the location). If the system can perform neither of these functions, you will receive an error message.

Deliverable option

Determines whether the work product or document is a project deliverable.

Status list

The current review status of the document. If the document is not under review, this field is blank.

Owner field

The person responsible for the document.

If you have the appropriate privileges, you can browse to assign a person to this field.

Getting Here

From the Documents page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page:
    1. Select a project from the Select Project list if applicable.
    2. Select a document from the left pane.

From the Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page:
    1. Select a project from the Select Project list if applicable.
    2. Expand the Project Documents portlet.
  4. In the Project Documents portlet, expand the project and select a document.

Copyright information