Configuring Document Details without the Content Repository

You can view and edit detailed information for documents you have privileges to modify.

To configure document details:

  1. On the "" Navigation Menu, expand "" Projects and click Documents.
  2. On the Documents page:
    1. Expand a project and select a document.
    2. Click the General tab and configure the fields, options, and lists as necessary.
    3. (Optional) Click the Description tab and enter a description in the field.
    4. Click the Related Items tab to assign related items to the document.
    5. Click Save.