Recent Documents Toolbar

Overview

The following icons and screen elements appear in this toolbar; however, their availability is subject to change based on your current selections, view settings, security permissions, window type, and other factors.

Note:

This topic describes features available only with the installation of the P6 content repository.

Screen Elements

""Edit Details

Enables you to view and configure the details of the selected document.

"" View Document

Enables you to view the selected document.

""View Options

Displays the following options:

  • ""View: Opens the selected document in a separate window.
  • ""Download: Allows you to download the document to your PC or a network volume. You can select the path that determines where the downloaded document will be saved.

""Make Private

Changes the document accessibility, allowing access only to the owner of the document.

""Make Private Options

Select from one of the following options to modify the select document:

  • ""Make Private: Makes the selected document private to the owner.
  • "" Assign to Project: Reassigns the selected document to a project.

"" Delete

Permanently deletes the selected items.

""Check out

Enables you to put a lock on a content repository document while you work on it remotely. The document cannot be modified by other users until you check it in.

""Check Out Options

  • ""Check out : Displays a dialog box to enter a location for where you want the document to be checked out to. Use "" to browse for a location. Use the Open Document option to determine whether to open the document or just check it out.
  • ""Check in : Displays a dialog box to select a document to be checked in. Use "" to browse for a document. Use the comments field to enter a comment to be associated with the document. The Format and Version Type fields are read-only. Click the Check In icon to keep your changes and check in the document or click cancel to close the dialog box without checking in the document.
  • ""Undo Check Out: Displays a read-only dialog box displaying the Title, Version, and Path of the selected checked out document. If you continue to undo the check out, any changes made to the selected document will be lost. Click Undo Check Out to continue or click Cancel to close the dialog and keep the document checked out.

"" Start Review

Enables you to specify the reviewers, type of review, and due date for a review.

""Columns

Enables you to select the data fields you want to display as columns in the current table. Select which fields you want displayed in the portlet from the following:

  • Title
  • Version
  • Creation Date
  • Modified Date
  • Project
  • Access Time

"" Email

Enables you to send selected information about the current item to one or more recipients through email.