Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Overview of EPM Workspace
  • About EPM Workspace
  • Logging on to EPM Workspace
• 2 Using the Explore Repository
  • About the Explore Repository
  • Using a Single Instance of the Explore Repository
  • Setting General Preferences
  • Setting Explore Preferences
  • Changing the Native User Password
  • Using the Home Page
  • Personalizing the Explore Repository
    • Resizing the Masthead
    • Resizing the View Pane
    • Displaying Columns
    • Reordering Columns
    • Sorting Columns
    • Displaying Specific File Types
  • Managing Items
    • Supported Items in the Explore Repository
      • Documents
      • Collections
      • Supporting Files
      • Other Standard Files
      • Folders
    • Using Ambiguous Items
    • Importing Items
      • Importing Files
      • Importing URLs
      • Importing Financial Reporting Artifacts
      • Importing Financial Reporting Documents
    • Exporting Items
      • Exporting Use Cases
      • Exporting Financial Reporting Artifacts
      • Exporting Financial Reporting Reports and Snapshots to Microsoft Office
    • Creating Documents
    • Creating Shortcuts
    • Creating Email Links to Repository Items
    • Selecting Recipients to Receive Emails
  • Managing Files and Folders
    • Accessing Files or Folders
    • Opening Files or Folders
      • Opening Files Using Menu Options
      • Opening Financial Reporting Files in Another Format
    • Saving Financial Reporting Files
    • Creating Folders
    • Moving or Copying Files and Folders
    • Renaming Files or Folders
    • Deleting Files or Folders
    • Using Favorites
      • About Using Favorites
      • Adding Items to Your Favorites
      • Managing Favorites
    • Using Subscriptions
      • Creating a Subscription
      • Modifying or Removing Subscriptions
      • Subscribing to Folders
      • Receiving and Viewing Subscriptions
  • Using URLs in the Explore Repository
    • Opening a URL
    • Opening a URL in a New Window
    • Updating a URL
    • URLs Supported by EPM Workspace
      • Default URL to Launch EPM Workspace
      • URLs to Externally Launch From Within EPM Workspace
        • Selecting Multiple External URLs
        • Launching Repository Content
      • Launching Financial Management
      • Launching Planning
  • Searching for Items in the Repository
    • About Searching
    • Searching for Documents and Reports
    • Using Advanced Search
    • Search Syntax
    • Supported MIME Types
    • Security
    • Search Results
  • Setting Permissions
    • About Setting Permissions
    • Defining Permissions for Files and Folders
    • Applying Permissions to Artifacts in a Folder
  • Working with Properties
    • Setting File Properties
    • General Properties
    • Advanced Properties
    • Changing Ownership of Artifacts
  • Using Smart View
    • Installing Smart View From the Explore Repository
    • Exporting to Smart View
    • Using Smart View to Import Financial Reporting Content