Configuring Document Details without the Content Repository
You can view and edit detailed information for documents you have privileges to modify.
To configure document details:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page:
- Expand a project and select a document.
- Click the General tab and configure the fields, options, and lists as necessary.
- (Optional) Click the Description tab and enter a description in the field.
- Click the Related Items tab to assign related items to the document.
- Click Save.
Related Topics
Working with Documents without the Content Repository
Assigning Related Items to Documents without the Content Repository
Adding Documents to a Project without the Content Repository
Sending Email about Documents without the Content Repository
Assigning Documents to Activities
Assigning Related Items to Documents without the Content Repository
Last Published Tuesday, March 26, 2024