Accessing ECM Documents

  To access ECM:

  1. Select Server and then Entity Change Management.

  2. Perform a task:

    • Click Create to define a new ECM document.

    • Select an existing ECM document, and perform any task:

      • Check Out—Checkout and reserve documents. You can also open documents as copies by, in Smart View Shared Connections, expanding Entity Structures, right-clicking, and then selecting Open - Checkout.

      • Open As Copy—Open copies of locked documents. You can also open documents as copies by, in Smart View Shared Connections, expanding Entity Structures, right-clicking, and then selecting Open As Copy.

      • Release Lock—Unlock documents that you locked.

      • Delete—Delete documents.

  3. Click Close.