Configuring Document Details without the Content Repository

You can view and edit detailed information for documents you have privileges to modify.

To configure document details:

1. Click Projects.
2. On the Projects navigation bar, click Documents.
3. On the Documents page:
   1. Expand a project and select a document.
   2. Click the General tab and configure the fields, options, and lists as necessary.
   3. (Optional) Click the Description tab and enter a description in the field.
   4. Click the Related Items tab to assign related items to the document.
   5. Click Save.

Related Topics

Working with Documents without the Content Repository

Assigning Related Items to Documents without the Content Repository

Adding Documents to a Project without the Content Repository

Sending Email about Documents without the Content Repository

Document Details Section of the Documents Page (with content repository)

Description Tab of the Document Details Page (with content repository)

General Tab of the Document Details Page or Dialog Box (with content repository)

History Tab of the Document Details Page or Dialog Box (with content repository)

Related Items Tab of the Document Details Page (with content repository)

Version Tab of the Document Details Page or Dialog Box (with content repository)

Assigning Related Items to Documents without the Content Repository

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Last Published Friday, October 1, 2021