Recent Documents Toolbar
Overview
The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, window type, and other factors.
Note: This topic describes features available only with the installation of the P6 content repository.
Screen Elements
Edit Details
Enables you to view and configure the details of the selected document.
View Document
Enables you to view the selected document.
View Options
Displays the following options:
View: Opens the selected document in a separate window.
Download: Allows you to download the document to your PC or a network volume. You can select the path that determines where the downloaded document will be saved.
Make Private
Changes the document accessibility, allowing access only to the owner of the document.
Make Private Options
Select from one of the following options to modify the select document:
Make Private: Makes the selected document private to the owner.
Assign to Project: Reassigns the selected document to a project.
Delete
Permanently deletes the selected items.
Check out
Enables you to put a lock on a content repository document while you work on it remotely. The document cannot be modified by other users until you check it in.
Check Out Options
Check out: Displays a dialog box to enter a location for where you want the document to be checked out to. Use
to browse for a location. Use the Open Document option to determine whether to open the document or just check it out.
Check in: Displays a dialog box to select a document to be checked in. Use
to browse for a document. Use the comments field to enter a comment to be associated with the document. The Format and Version Type fields are read-only. Click the Check In icon to keep your changes and check in the document or click cancel to close the dialog box without checking in the document.
Undo Check Out: Displays a read-only dialog box displaying the Title, Version, and Path of the selected checked out document. If you continue to undo the check out, any changes made to the selected document will be lost. Click Undo Check Out to continue or click Cancel to close the dialog and keep the document checked out.
Start Review
Enables you to specify the reviewers, type of review, and due date for a review.
Columns
Enables you to select the data fields you want to display as columns in the current table. Select which fields you want displayed in the portlet from the following:
- Title
- Version
- Creation Date
- Modified Date
- Project
- Access Time
Email
Enables you to send selected information about the current item to one or more recipients through email.
Last Published Wednesday, July 10, 2024