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:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the Project tab.
- On the Project tab:
- Expand a project.
- (Optional) Expand one or more folders. If necessary, create a folder. See the related topics.
- Click
Add Options
Add from content repository.
- In the Select Document dialog box:
- Select a document. If necessary, expand any folders or use the search field.
- Select the Copy selected document or Link to selected document option.
- Click OK.
- On the Project tab:
- Click any of the five tabs and complete the data fields.
- Click Save.
Tips
- Add a copy when you want project members to change the new document. Add a link to a content repository document when you want to preserve the original document.
- The link displays in the folder you selected in your document view, indicating that you have created a link to the document in its location in the content repository.
- You can also link to repository documents from the My Documents portlet of the Dashboards page.
Related Topics
Working with Documents with a Content Repository
About the Document Content Repository
Copying Documents from Existing Templates
Adding Documents to a Project and Storing Them in the Content Repository
Project Tab of the Documents Page (with content repository)
My Documents Portlet (with content repository)
Last Published Wednesday, July 10, 2024