Adding Documents to a Project and Storing Them in the Content Repository

You can add documents from your computer or a network server to the content repository and designate them as private, read-only, or shared within the current project. When you add shared documents, they are ready for document reviews.

Note This topic assumes that you have setup the optional content repository.

To add a document to a project and store that document in the content repository:

Click Projects.
On the Projects navigation bar, click Documents.
On the Documents page, click the Project tab.
On the Project tab:
1. Expand a project.
2. (Optional) Expand one or more folders. If necessary, create a folder. See the related topics.
3. Click Add Options and select Add Document.
In the Upload dialog box:
1. Select Browse and browse to a document.
2. Select Upload.
  Note Cloud only. Documents are scanned for viruses on upload to the content repository. If a virus is detected, the document is removed, a notification is displayed, and the uploading user is emailed the details. If a virus is detected during check-in, only the infected version of the document is removed.
On the Project tab:
1. Click any of the tabs and complete the data fields.
2. Click Save.

Tip

You can complete all available document management functions on the copy, which has no relationship to the original document.
To add a document to a folder, select the folder before you click the Add Options menu. You cannot add a document to a read-only folder.
At any time, you can privatize documents that you added to the application. To make a document private, select the document on the Documents page, click Access Level Options and select Make Private.
You can also add public documents from My Documents portlet of the Dashboards page.

Related Topics