Working with the Documents Dialog box

The Documents dialog box contains a list of all documents in the selected item's or portfolio's central location. You can use this dialog box to work with documents for one selected item or portfolio. To export documents from multiple items or portfolios, administrators can use the Bulk Export Documents server utility.

The Documents dialog box displays the following:

• Documents of: The selected item or portfolio.
• Uploaded Document List: A list of all documents uploaded for the selected item or portfolio.
• Description: Description of selected uploaded document.
• : Click to open a document.
• : Click to copy a document's link.
• : Click to upload and set security for documents.
• : Click to replace an uploaded document.
• : Click to remove a document from the server.
• : Click to edit a document's properties.