Adding Documents to a Project from the Content Repository

If your system is configured to use Oracle Web Center Content, in addition to adding documents to the repository, you can also add them to projects from the content repository. When you add an existing repository document you can decide to copy it for a fresh start within the new assigned project or simply link to it.

Note: This topic assumes that you have setup the optional content repository.

To add a document from the repository and copy it or link it to a project:

  1. Click Projects.
  2. On the Projects navigation bar, click Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab:
    1. Expand a project.
    2. (Optional) Expand one or more folders. If necessary, create a folder. See the related topics.
    3. Click Add Options Add from content repository.
  5. In the Select Document dialog box:
    1. Select a document. If necessary, expand any folders or use the search field.
    2. Select the Copy selected document or Link to selected document option.
    3. Click OK.
  6. On the Project tab:
    1. Click any of the five tabs and complete the data fields.
    2. Click Save.

Tips

Related Topics

Working with Documents with a Content Repository

About the Document Content Repository

Creating Document Templates

Copying Documents from Existing Templates

Adding Documents to a Project and Storing Them in the Content Repository

Configuring Document Details

Checking Out Documents

Checking In Documents

Sending Email about Documents

Creating Document Folders

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents



Last Published Thursday, February 1, 2024