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Contents

• Documentation Accessibility
• Documentation Feedback
• Copyright Page

Using Reporting Settings

• Personalizing Reporting Settings
  • Subscribing to Documents
  • Working with Favorites
• Reporting Settings Toolbars, Menus, and Shortcut Commands
• Setting Preferences
  • About Financial Reporting Preferences
  • Setting Explore Preferences
  • Formatting Preferences
    • Default Formatting Preferences
    • User Preferences and Formatting Options
  • Personalizing Planning and Budgeting Cloud Service Workspace for Reporting Settings
    • Resizing the Masthead
    • Resizing the View Pane and Content Area
    • Displaying Columns
    • Sorting Items
    • Displaying Specific File Types
    • Standard Files

Using Search Services

• Introduction
• Using the Search Service
• Using Advanced Search
• Search Syntax
• Supported MIME Types
• Security
• Search Results
• Save As

Exploring and Managing Items

• Using Explore
• Actions
• Locations
• File Permissions
• Items
  • Documents
  • Collections
  • Supporting Files
  • Other Standard Files
  • Folders
• Basics of Explore
• Viewing Priorities, Exceptions, and Versions
• Managing Files
  • Opening Files or Folders
  • Saving Files
  • Creating Documents or Collections
  • Moving or Copying Files and Folders
  • Searching for Files or Folders
• Creating Email Links to Repository Items
• Using Ambiguous Items
• Exporting Items
• Exporting to Smart View for Office
  • About Smart View Export Options
  • Importing Content for Financial Reporting
  • Installing Smart View From Planning and Budgeting Cloud Service Workspace

Importing Artifacts

• Importing
  • Importing Artifacts
  • Importing Files
  • Importing Multiple Files
  • Importing HTML Files
  • Importing URLs
• Setting Permissions and Pushing Artifacts
• Creating Shortcuts
• Working with Properties
  • General Properties
  • Changing Ownership of Artifacts
  • Advanced Properties
  • Setting Permissions
  • HTML File Properties
  • URL Properties
• Working with Versions
  • Adding a Version
  • Viewing or Modifying Properties of Versions
  • Version Properties
  • Listing Multiple Versions
  • Deleting Versions

Viewing and Organizing Information

• Viewing
• Using Different File Types
• Creating a Book or Batch
• Using Favorites
  • Adding Items to Your Favorites
  • Pushing Items to Favorites
  • Managing Favorites
• Using Subscriptions
  • Creating a Subscription
  • Modifying or Removing Subscriptions
  • Subscribing to Folders
  • Receiving and Viewing Subscriptions
  • Reporting Settings