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Adding Documents to a Project from the Content Repository

In addition to adding documents to the repository, you can also add them to projects from the content repository. When you add an existing repository document you can decide to copy it for a fresh start within the new assigned project or simply link to it.

Note: This topic assumes that you have setup the optional content repository.

To add a document from the repository and copy it or link it to a project:

  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.
    2. (Optional) Expand one or more folders. If necessary, create a folder. See the related topics.
    3. Click """" Add Options "" Add from content repository.
  5. In the Select Document dialog box:
    1. Select a document. If necessary, expand any folders or use the search field.
    2. Select the Copy selected document or Link to selected document option.
    3. Click OK.
  6. On the Project tab:
    1. Click any of the five tabs and complete the data fields.
    2. Click Save.

Tips

  • Add a copy when you want project members to change the new document. Add a link to a content repository document when you want to preserve the original document.
  • The link displays in the folder you selected in your document view, indicating that you have created a link to the document in its location in the content repository.
  • You can also link to repository documents from the Documents portlet of the Workgroup Workspace page, the My Documents portlet of the Dashboards page, and the Project Documents portlet of the Workspace page.

Related Topics

About the Content Repository

Working with the Content Repository

Adding Documents to a Project and Storing Them in the Content Repository

Checking Out Documents

Checking In Documents

Configuring Document Details

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents

Project Tab of the Documents Page (with content repository)

Project Documents Portlet of the Workspace Page (with content repository)


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