Documents Portlet of the Workgroup Workspace Page

Overview

Use this portlet to view and access all documents that belong to the workgroup. You can view project documents that are related to activities assigned to the workgroup, as well as create and manage documents that only members of the workgroup can access and share.

When a content repository is installed, the Documents portlet contains two tabs: Project and Workgroup.

Screen Elements

Project tab

See Project Tab of the Documents Portlet of the Workgroup Workspace Page.

Workgroup tab

See Workgroup Tab of the Documents Portlet of the Workgroup Workspace Page.

Tips

  • A appears beside a document if it is checked out.
  • Your ability to modify or perform actions on a project document associated with a workgroup activity depends on the document's security policy. Security policies do not apply to workgroup documents.

Getting Here

From the Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand the Workgroups portlet and select a workgroup.
  4. On the Workgroup Workspace page, expand the Documents portlet.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand the My Workgroups portlet and select a workgroup.
  4. On the Workgroup Workspace page, expand the Documents portlet.

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