Get to Know the Documents Page

Oracle Content Management gives you collaboration and content sharing with just a few clicks of your mouse. Take a minute to learn how and where to find what you need.

Note:

Oracle Content Management Starter Edition has a limited feature set that does not support Documents or the desktop and mobile apps. To take advantage of the full feature set, upgrade to the Premium Edition.

By default you see the table view of the Documents page:


Documents page and callouts corresponding to text that follows

Item Description
1 The navigation panel is where you can switch between features. The options you see on this panel depend on the user role you’ve been given. For example, only enterprise users will see options for Assets. Click Home to display a page that includes links to recent items, documentation, guided tours, and other helpful links.
2 The collaboration section provides access to your documents, conversations, and to the Sauce Video application if your service administrator has enabled it. Sauce video is the video creation platform that provides teams a fast, easy, and affordable way to create video together anywhere, anytime, using the web app as well as mobile apps.
3 If you have administrative privileges, you’ll see options that let you set up system-wide options; integrate Oracle Content Management with other services; and configure repositories, localization policies, and other features related to digital asset management.
4 Click the arrow to expand navigation to show text for the menu options in the navigation menu or collapse it to show an icon-only navigation menu.
5 Click the show/hide navigation icon to open or close the navigation panel.
6 The user area is where you can change your preferences or find the desktop and mobile apps. Click your user picture to change your defaults. If you have notifications from conversations, the flag will show the number of notifications.
7 Filter what you see to view only the files and folders owned by you, shared with you, your favorites, or what’s in your trash folder.
8 Upload new files, create new folders or files, or view file and folder properties (Sidebar icon) by clicking the appropriate option.
9 Select a file or folder and then perform an action such as changing membership on an item or deleting an item. To be notified when changes happen to a specific folder, select it and click Follow icon or right-click on the folder and select Subscribe to notifications from the contextual menu.
10 Sort your content list by name or by date.
11 Click the view icon to display items in a list view, a grid view, or a table view. In table view, click the table preferences icon (Table preferences icon) to organize columns and choose which columns are displayed in the table. Click the column sort icon (Column sort icon) in a column header to sort the table display.
12 Your file and folder list shows the types of files as well as if folders are shared Shared folder icon or are your own unshared folders Folder icon.
13 Next to each file and folder you see information related to the item: file version, date and time the item was last updated, who updated the item, file size and type, and the following icons.
  • Lock icon: The lock icon shows that a file has been locked by a user.
  • Conversation icon: The conversation icon shows that a conversation has been started to discuss the item.
  • Download icon: Click the download icon to download a item to your computer.
  • Share icon: Click the share icon to create a link to the item to share with others.
  • Favorite icon: Click the favorite icon to make the item easier to find.
  • Follow icon: Click to be notified when changes happen to a specific folder. What notifications you receive and when are specified in your profile notification preferences.

Folders

When you open a folder, you’ll see slightly different actions you can perform.

  • Click Share Link to create a link for the folder.
  • Click Members to add members to the folder. Note that you can’t share your Digital Assets folder.
  • Click Upload to add new content to the folder.
  • Click Create to create a subfolder.
  • Click More Actions to see additional options for the file or folder.
  • Click Sidebar icon to open the sidebar where you can start or view a conversation about the folder or item you’re viewing, or view metadata for the item.