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

Assigning Documents to Activities

Assigning Related Items to Documents without the Content Repository


Last Published Thursday, February 1, 2024