Documents Page (without content repository)

Overview

Use this page to view document details and send email about a document. This page also enables you to associate an activity, WBS, issue, or another document with a document and edit document information.

Screen Elements

Refresh Documents

Refreshes the current screen with any new, updated, or removed data.

Add Document

Adds a file you select from your computer or a device attached to your computer to the currently selected open project.

Delete

Permanently deletes the selected items.

Email Document Details

Enables you to configure and send an email about a document.

Search

Enables you to perform a search based on the value you enter in the search bar.

Documents pane

Presents an expandable list of the currently open projects.

Documents Details tabs:

General Tab of the Documents Details Page or Dialog Box (without content repository)

Description Tab of the Documents Details Page or Dialog Box (without content repository)

Getting Here

Click Projects.
On the Projects navigation bar, click Documents.

Related Topics