Project Documents Portlet

You can customize your dashboard to include a Project Documents portlet showing the project folders available to you. In version 1.00.3 of the NetSuite Content and Experience SuiteApp, you can navigate between different project folders and select a specific project to view files within the corresponding Oracle Content folder. Additionally, only records of projects you are assigned as a resource are available in your Project Documents portlet.

You can perform the following through the Project Documents portlet:

Setting Up Your Project Documents Portlet

Depending on the role you are using, you can add the Project Documents portlet in your dashboard as a custom portlet or as a SuiteApp portlet.

To set up your Project Documents custom portlet:

  1. Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.

  2. On the Standard Content tab, click the Custom Portlet icon or drag it onto the dashboard.

  3. In the portlet menu, click Set Up.

  4. In the Source field, select Project Documents.

  5. Click Save.

    Your Project Documents portlet is now available in your dashboard.

To set up your Project Documents SuiteApp portlet:

  1. Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.

  2. On the SuiteApps tab, click the Project Documents icon or drag it onto the dashboard.

    Your Project Documents portlet is now available in your dashboard.

Related Topics

Using the NetSuite Content and Experience SuiteApp
Adding the Documents Subtab in Custom Forms
Oracle Content Supported Web Browsers
Unsupported Symbols in Oracle Content Folder Names
Viewing Oracle Content Documents
Saved Search for Projects Not Connected to Oracle Content
Custom Properties in Oracle Content
Conversations in Oracle Content Documents

General Notices