Documents Detail Window of the Activities Page

Overview

Use this detail window to relate or remove documents from an activity or to view a related document.

Note: Your ability to manage document relationships depends on two factors: your application security privileges and the security policy of an individual document (if the document was added from the content repository).

Screen Elements

Add menu

The add menu contains the following options for adding documents to an activity:

Document: Enables you to upload a document. This feature requires a content repository to be configured.

WP & Docs: Enables you to add a document path or URL without uploading the document.

Assign... button

Opens the Select Document dialog box.

Customize View

Opens the Customize View dialog box.

Search

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

Row Actions menu

View Document: Opens the document.

View: Opens the document in a new window.

Remove: Removes the document from the list.

Document Category list

The classification label used to organize documents.

Title field

The names of the documents assigned to the activity.

Status field

The current status of the document.

Location field

The file location of the selected document. All project participants can view this file.

Getting Here

Click Projects.
On the Projects navigation bar, click Activities.
On the Activities page, select an activity and click the Documents detail window.

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