My Documents

Use My Documents to upload and share content—including files and hyperlinks—related to your organization's implementation and innovation activities. Content is available in the Document Library to users in the organization based on the relationship type associated with the file (i.e., Team Member, Partner, or Oracle).

You can upload any of these types of files with a maximum file size of 5MB:

  • PDF
  • Excel: XLS and XLSX
  • Word: DOC and DOCX
  • TXT

Upload Files or Add Links

Users with Admin or Member Access Levels can upload files or share hyperlinks.

To upload content or add hyperlinks:

  1. Access My Documents from the home page or menu.
    • On the home page, scroll to the Featured area in the Implement section, and then select Document Library.
    • On the menu, select My Documents.
  2. Select Upload.
  3. Enter the name of the file or hyperlink.
  4. Select one or more Relationship Types.

    This selection determines which users can access the files based on Relationship Type.

  5. Upload the file or enter the URL in the Link box.
  6. Optionally enter comments.

    Comments are searchable and you can use them to describe the content or make it easier to find.

  7. Optionally add additional metadata.
    • Program—Select the program to associate with the content.
    • Projects—If the selected program has projects, select one or more projects.
    • Journey—If the program has more than one journey, you can select one or more journeys.
    • Stage—Select the stage of the journey.
    • Activity—Select the menu item in the journey to associate with the content.
    • Asset—Select the section of the page or tile in the journey to associate with the content.
    • Pillar—Select a pillar to associate with the content.
  8. Select Submit.

Update Documents

You can update content in My Documents, including replacing the uploaded file or URL, adding comments, or updating the content's metadata. Team Members can only update content they added, while Admins can update any document.

To update content:

  1. Access My Documents from the home page or menu.

    • On the home page, scroll to the Featured area in the Implement section, and then select Document Library.

    • On the menu, select My Documents.
  2. Select Menu under Actions, and then select Edit.
  3. Select Submit when finished.

Download Files

Users with any Access Level can download files.

To download files:

  1. Access My Documents from the home page or menu.
    • On the home page, scroll to the Featured area in the Implement section, and then select Document Library.
    • On the menu, select My Documents.
  2. Select Open properties under Properties.
  3. In the Properties window, select Download attached file.

Search My Documents

You can search for content in My Documents by file name and comments.