Overview
Use this tab to view all the documents that have been added for a project.
Screen Elements
Refresh Documents
Refreshes the current screen with any new, updated, or removed data.
Add Document
Enables you to select a document from your computer or a device attached to your computer to add to the selected project.
Delete
Permanently deletes the selected items.
Email Document Details
Enables you to send and email about the selected work product or document.
Search
Enables you to perform a search based on the value you enter in the search bar.
Getting Here
From the Documents page:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the WP & Docs tab.
From the Dashboards page:
- Click Dashboards.
- On the Dashboards page, select a dashboard.
- On the dashboard, expand the My Documents portlet and click the WP & Docs tab.