Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Keyboard Accessibility
  • Related Documents
  • Conventions
• Part I Getting Started with Oracle WebCenter Content
  • 1 Introduction to Oracle WebCenter Content
    • 1.1 About This Guide
    • 1.2 What is Oracle WebCenter Content
    • 1.3 Benefits of Using WebCenter Content
    • 1.4 Basic WebCenter Content Concepts
      • 1.4.1 Useful vocabulary
      • 1.4.2 What are document libraries?
      • 1.4.3 What are folders?
      • 1.4.4 What are shortcuts?
      • 1.4.5 What are favorites?
      • 1.4.6 How do I find content?
      • 1.4.7 Can I manage images and videos?
      • 1.4.8 Can I manage content through office applications?
      • 1.4.9 What are folios and how are they used to group content?
      • 1.4.10 What are workflows and how are they used to route content?
    • 1.5 Basic WebCenter Content Tasks
  • 2 Accessing and Navigating Oracle WebCenter Content
    • 2.1 Understanding How to Access Oracle WebCenter Content
      • 2.1.1 How do I access Oracle WebCenter Content using a web browser?
      • 2.1.2 Can I access Oracle WebCenter Content outside of a web browser?
    • 2.2 Navigating Oracle WebCenter Content Using a Standard Web Browser
      • 2.2.1 How do I browse and search for content?
  • 3 Understanding Content Management
    • 3.1 Managing Unstructured Documents
    • 3.2 Understanding Uploading, Checking In, and Checking Out Documents
      • 3.2.1 Uploading documents
      • 3.2.2 Can I upload documents to Oracle Content Management Cloud Service?
      • 3.2.3 Checking out documents
      • 3.2.4 Checking in documents
    • 3.3 Understanding Document Metadata Properties
      • 3.3.1 When do I use document metadata properties?
    • 3.4 Understanding How to Find Documents
      • 3.4.1 Library and folder context
      • 3.4.2 Metadata search
      • 3.4.3 Metadata search operators for a database metadata search
      • 3.4.4 Metadata search case sensitivity
      • 3.4.5 What is full-text searching?
      • 3.4.6 Full-text search rules
      • 3.4.7 Full-text search case sensitivity
      • 3.4.8 Oracle database full-text search operators
    • 3.5 Understanding How a Document is Processed Within Oracle WebCenter Content
      • 3.5.1 Revision status
      • 3.5.2 What is a revision history?
      • 3.5.3 What is expired content?
    • 3.6 Understanding Document Security
    • 3.7 Understanding Library and Folder Security
  • 4 Understanding Documents and Document Properties
    • 4.1 About Documents
    • 4.2 Finding Documents
    • 4.3 Viewing and Annotating Documents
    • 4.4 Understanding Document Properties
      • 4.4.1 How do I define document metadata values?
      • 4.4.2 Can document profiles be used to control metadata fields?
    • 4.5 Understanding Document Security
      • 4.5.1 Library and folder security
    • 4.6 Understanding Document Renditions
  • 5 Understanding Libraries
    • 5.1 About Document Libraries
    • 5.2 Understanding Enterprise Libraries
      • 5.2.1 What are the benefits of using enterprise libraries?
      • 5.2.2 How do I set security for enterprise libraries and folders?
      • 5.2.3 How do I resolve upload conflicts and track revision history?
      • 5.2.4 How do I manage document access using enterprise libraries and folders?
    • 5.3 Understanding Shortcuts, Favorites, and Following
  • 6 Understanding Folders
    • 6.1 About Folders
    • 6.2 Folder Differences Between the WebCenter Content and Native User Interfaces
    • 6.3 Browsing the Folder Hierarchy
    • 6.4 Searching For Folders
    • 6.5 Working With Folders
    • 6.6 Understanding Folder Security
    • 6.7 Saved Searches and Shortcuts
  • 7 Understanding Document Workflows
    • 7.1 About Workflows
    • 7.2 Workflow Types
    • 7.3 Workflow Steps
    • 7.4 Workflow Process
    • 7.5 Postprocess Workflow Options
    • 7.6 Authentication
• Part II Using the WebCenter Content User Interface with Oracle WebCenter Content
  • 8 Getting Started with the WebCenter Content User Interface
    • 8.1 Working with Oracle WebCenter Content
    • 8.2 Accessing Oracle WebCenter Content
    • 8.3 Understanding the WebCenter Content User interface
      • 8.3.1 Find Documents page
      • 8.3.2 Search box
      • 8.3.3 Side bar
      • 8.3.4 Results list
      • 8.3.5 Results list toolbar and contextual menu
      • 8.3.6 Searching and browsing
        • 8.3.6.1 Searching metadata
        • 8.3.6.2 Browsing
      • 8.3.7 View Documents page
    • 8.4 Personalizing WebCenter Content Preferences
  • 9 Finding Libraries, Folders, and Documents
    • 9.1 About Finding Libraries, Folders, and Documents
    • 9.2 Using the Find Documents Page
    • 9.3 Browsing Using the Side Bar
      • 9.3.1 How do I browse through libraries?
      • 9.3.2 How do I browse through favorites?
      • 9.3.3 How do I browse through folders in the side bar?
      • 9.3.4 Browsing versus searching
      • 9.3.5 How do I switch between searching and browsing?
    • 9.4 Searching Using the Banner Search Box
      • 9.4.1 Understanding text entry
        • 9.4.1.1 How do I search metadata when browsing?
      • 9.4.2 How do I use predefined filters to refine results?
      • 9.4.3 How do I clear filters?
      • 9.4.4 Supported wildcards
    • 9.5 Searching for Folders
      • 9.5.1 How do I search for folders using the search box?
      • 9.5.2 How do I search for folders using the side bar?
    • 9.6 Using System Libraries to Find Documents in a Process State
    • 9.7 Using Advanced Search Capabilities
      • 9.7.1 What is a metadata search?
      • 9.7.2 What is a full-text search?
      • 9.7.3 How do I use an advanced search form?
    • 9.8 Saving Searches
      • 9.8.1 How do I use a saved search?
      • 9.8.2 How do I modify saved search properties and criteria?
    • 9.9 Working with the Results List
      • 9.9.1 Results view
        • 9.9.1.1 When should a results list be refreshed?
      • 9.9.2 How do I sort results?
      • 9.9.3 How do I change the number of items displayed per page?
      • 9.9.4 How do I pin a view?
      • 9.9.5 How do I set a favorite?
      • 9.9.6 How do I follow items?
      • 9.9.7 How do I view library contents?
    • 9.10 Modifying Items Using the Results Toolbar
  • 10 Viewing and Annotating Documents
    • 10.1 About Viewing and Annotating Documents
      • 10.1.1 Banner section
      • 10.1.2 Preview area
      • 10.1.3 Properties section
    • 10.2 Viewing Documents on the Document Page
    • 10.3 Changing the Document View
    • 10.4 Viewing Alternate Renditions
      • 10.4.1 How do I view and work with digital asset renditions?
      • 10.4.2 How do I use the renditions clipboard?
    • 10.5 Viewing the Native File
    • 10.6 Viewing Previous Document Revisions
    • 10.7 Annotating Documents
      • 10.7.1 About annotation security
      • 10.7.2 How do I view and hide annotations?
      • 10.7.3 How do I create annotations?
      • 10.7.4 How do I modify annotations?
      • 10.7.5 How do I delete annotations?
      • 10.7.6 How do I download annotated documents?
    • 10.8 Using Links
  • 11 Uploading and Checking In Documents
    • 11.1 About Uploading and Checking In Documents
    • 11.2 Uploading Documents from a Web Browser
      • 11.2.1 How do I change access to uploaded documents?
        • 11.2.1.1 How do I change access to unfiled or enterprise library documents?
    • 11.3 Checking In New Revisions from a Web Browser
    • 11.4 Uploading and Checking In Documents from WebCenter Content: Desktop
    • 11.5 Uploading and Checking In Documents from a Mobile Device
  • 12 Checking Out and Downloading Documents
    • 12.1 About Checking Out and Downloading Documents
    • 12.2 Checking Out Documents
      • 12.2.1 How do I check out and edit a document?
    • 12.3 Downloading Documents
      • 12.3.1 How do I download native files?
      • 12.3.2 How do I download a web-viewable rendition?
    • 12.4 Checking Out and Downloading Documents from WebCenter Content: Desktop
    • 12.5 Checking Out and Downloading Documents from a Mobile Device
  • 13 Working with Libraries
    • 13.1 About Document Libraries
    • 13.2 Creating an Enterprise Library
    • 13.3 Viewing and Editing Document Library Properties
    • 13.4 Propagating Library Metadata
    • 13.5 Sharing Document Libraries
    • 13.6 Following Document Libraries
    • 13.7 Creating Library Shortcuts
    • 13.8 Using System Libraries to Find Content
  • 14 Working with Content Folders
    • 14.1 About Folders
    • 14.2 Working With Folders
    • 14.3 Finding Folders
    • 14.4 Creating Folders
  • 15 Deleting Libraries, Folders, and Documents
    • 15.1 About Deleting Libraries, Folders, and Documents
    • 15.2 About Trash
    • 15.3 Moving Items to Trash
    • 15.4 Viewing Trash
    • 15.5 Working with Items in Trash
      • 15.5.1 How do I delete an item permanently?
      • 15.5.2 How do I restore an item?
      • 15.5.3 How do I view revisions of a document in Trash?
      • 15.5.4 How do I empty Trash?
  • 16 Using Workflows
    • 16.1 About Workflows
    • 16.2 Workflow Types
    • 16.3 Entering a File to a Workflow
    • 16.4 Reviewing Workflow Items Assigned to You
    • 16.5 Viewing Workflow Information
      • 16.5.1 How do I view a list of my workflow assignments?
      • 16.5.2 How do I view a list of all documents in active workflows?
      • 16.5.3 How do I view a list of documents in a specific workflow?
      • 16.5.4 How do I view workflow details and history?
  • 17 Working with Oracle Content Management Cloud Service
    • 17.1 About Content Management Cloud Service
    • 17.2 Uploading Content to Oracle Content Management Cloud Service
    • 17.3 Copying Content to Oracle Content Management Cloud Service
      • 17.3.1 How do I copy content to a top-level cloud folder?
      • 17.3.2 How do I copy content to a child cloud folder?
    • 17.4 Copying Content from Oracle Content Management Cloud Service
    • 17.5 Sharing Cloud Folders
      • 17.5.1 How do I share a cloud folder with my Oracle Content Management Cloud Service account?
        • 17.5.1.1 How do I enable sharing while creating a cloud folder?
        • 17.5.1.2 How do I share a cloud folder to which I have access?
      • 17.5.2 How do I stop sharing a cloud folder with my Oracle Content Management Cloud Service account?
      • 17.5.3 How do I share a cloud folder with other users?
    • 17.6 Deleting Cloud Folders
• Part III Using the Native User Interface with Oracle WebCenter Content
  • 18 Getting Started with the Native User Interface
    • 18.1 Working with Oracle WebCenter Content
    • 18.2 Accessing WebCenter Content Server
    • 18.3 Understanding the Native User Interface
      • 18.3.1 Home Page
      • 18.3.2 Toolbar
      • 18.3.3 Trays
      • 18.3.4 My Content Server Tray
      • 18.3.5 Content Management Tray
      • 18.3.6 Quick Search Field
  • 19 Finding Documents
    • 19.1 Search Pages
      • 19.1.1 Quick Search Field
      • 19.1.2 Home Page Search Fields
      • 19.1.3 Search Tray
      • 19.1.4 Advanced Search Page
      • 19.1.5 Query Builder Form
    • 19.2 Working with Search Results
      • 19.2.1 Displaying Search Results
      • 19.2.2 Viewing Documents on the Search Results Page
      • 19.2.3 Changing the Search Results View
    • 19.3 Search Result Templates
      • 19.3.1 Classic View Template
      • 19.3.2 Headline View Template
      • 19.3.3 Thumbnail View Template
      • 19.3.4 Creating a Custom Search Result Template
    • 19.4 Saving Queries
      • 19.4.1 About Saved Queries
      • 19.4.2 Saving a Query
      • 19.4.3 Rerunning a Recent Query
      • 19.4.4 Clearing Recent Queries
      • 19.4.5 Creating Quick Search Queries
    • 19.5 Searching with Oracle Text Search
      • 19.5.1 Searching with the Expanded Form
      • 19.5.2 Filtering Search Results
      • 19.5.3 Searching with the Query Builder Form
      • 19.5.4 Metadata Search Operators for Oracle Text Search
    • 19.6 Searching with Database Metadata Search
      • 19.6.1 About Metadata Searching
      • 19.6.2 Performing a Metadata Search
    • 19.7 Searching with Database Full-Text Search
      • 19.7.1 Performing a Full-Text Search
    • 19.8 Searching with Elasticsearch
      • 19.8.1 Searching with the Expanded Form
      • 19.8.2 Filtering Search Results
      • 19.8.3 Searching with the Query Builder Form
      • 19.8.4 Metadata Search Operators for Elasticsearch
    • 19.9 Searching for Expired or Expiring Content
    • 19.10 Using Additional Search Capabilities
      • 19.10.1 Metadata Wildcards
      • 19.10.2 Internet-Style Search Syntax
      • 19.10.3 Complex Queries and Alternate Query Formats
    • 19.11 Searching Referenced Links (optional)
      • 19.11.1 About Searching Links
      • 19.11.2 Link References on the Content Information Page
      • 19.11.3 Notification of Expiration
      • 19.11.4 Performing a Link Search
      • 19.11.5 Checking Content Item Link References
        • 19.11.5.1 Checking Link References from the Search Results Page
        • 19.11.5.2 Checking Link References from the Link Manager's Search Links page
      • 19.11.6 Checking the Link Information About Specific Links
        • 19.11.6.1 Checking Link Information from the Content Information Page
        • 19.11.6.2 Checking Link Information from the Search Links Page
    • 19.12 Content Data Tracking
      • 19.12.1 About Content Tracker
  • 20 Viewing Documents
    • 20.1 Viewing a Content Item
      • 20.1.1 Viewing a Web-Viewable File
      • 20.1.2 Viewing a Native File
    • 20.2 Discussing Content
      • 20.2.1 About Discussion Posts and Threads
      • 20.2.2 Initiating a Discussion from the Content Information Page
      • 20.2.3 Initiating a Discussion from the Search Results Page
      • 20.2.4 Initiating a Discussion from the Workflow Review Page
      • 20.2.5 Viewing and Replying to a Threaded Discussion
      • 20.2.6 Printing a Threaded Discussion
      • 20.2.7 Deleting a Threaded Discussion
      • 20.2.8 Searching with the Discussion Type Field
    • 20.3 Subscribing to New Revisions of a Content Item
      • 20.3.1 About Subscriptions
      • 20.3.2 Subscribing to a Content Item
      • 20.3.3 Viewing Your Current Subscriptions
      • 20.3.4 Unsubscribing from a Content Item
      • 20.3.5 Unsubscribing from a Criteria Group
    • 20.4 Signing Content Electronically
      • 20.4.1 About Electronic Signatures
      • 20.4.2 Signable Objects
      • 20.4.3 Signature Metadata
      • 20.4.4 Signature Verification
      • 20.4.5 Signing a Content Item Electronically
      • 20.4.6 Viewing Electronic Signature Information
      • 20.4.7 Search for a File in Revisions
      • 20.4.8 Search for a File in the Repository
  • 21 Uploading Documents
    • 21.1 About Manual File Check-In
    • 21.2 Primary and Alternate Files
    • 21.3 Watermarks and File Check-In
      • 21.3.1 About PDF Watermark
      • 21.3.2 Watermark Templates
      • 21.3.3 Content Check-In Form
    • 21.4 Checking In Single Files
      • 21.4.1 Checking In a New File
      • 21.4.2 Checking In a Similar File
      • 21.4.3 Checking In a Revised File
    • 21.5 Checking In Multiple Files
      • 21.5.1 About Multiple File Check-In
      • 21.5.2 Upload Applet Requirements
      • 21.5.3 Checking In Multiple Files Using Upload
    • 21.6 Important Considerations
      • 21.6.1 Multibyte Characters
      • 21.6.2 Content Profiles
  • 22 Checking Out and Downloading Files
    • 22.1 About Manual File Check-Out
    • 22.2 Checking Out Single Files
    • 22.3 Using Check Out and Open
      • 22.3.1 About Checking Out and Opening Content
      • 22.3.2 Opening Content from Content Server
    • 22.4 Checking Out Multiple Files
      • 22.4.1 About Multiple File Check-Out
      • 22.4.2 Download Applet Requirements
      • 22.4.3 Download Options on Search Results Pages
      • 22.4.4 Downloading Multiple Files
  • 23 Working with Content Folders
    • 23.1 Introduction
      • 23.1.1 Browsing to Content
        • 23.1.1.1 Browse Content Tray
        • 23.1.1.2 Browsing Content to Find a File
      • 23.1.2 About Folders
        • 23.1.2.1 The Folders Interface
        • 23.1.2.2 Folders and Files
        • 23.1.2.3 Shortcuts
          • 23.1.2.3.1 Folders and Shortcuts
          • 23.1.2.3.2 Content Item Links
        • 23.1.2.4 Query Folders and Folder Search
        • 23.1.2.5 Folders Retention
        • 23.1.2.6 Personal Folder
        • 23.1.2.7 Security and User Access
        • 23.1.2.8 Content Item Versioning
        • 23.1.2.9 Folder and Content Item Metadata
          • 23.1.2.9.1 Default Metadata
          • 23.1.2.9.2 Metadata Propagation
          • 23.1.2.9.3 Metadata Profiles
        • 23.1.2.10 Migrating Contribution Folder Content
      • 23.1.3 About Contribution Folders
        • 23.1.3.1 Content Item Security
        • 23.1.3.2 Folder Metadata Inheritance
        • 23.1.3.3 Default Metadata Values
        • 23.1.3.4 Trash Bin
        • 23.1.3.5 Metadata Propagation
        • 23.1.3.6 Folder Content Item Revisions
      • 23.1.4 About WebDAV
        • 23.1.4.1 What is WebDAV?
        • 23.1.4.2 WebDAV Clients
        • 23.1.4.3 Oracle WebCenter Content: Desktop
    • 23.2 Working with Folders
      • 23.2.1 Folder Navigation
      • 23.2.2 Working with Folders
        • 23.2.2.1 Create a Folder
        • 23.2.2.2 Specify Default Folder Metadata
        • 23.2.2.3 Propagate Folder Metadata
      • 23.2.3 Working with Content Items
        • 23.2.3.1 Add a New Content Item to a Folder
        • 23.2.3.2 Add an Existing Content Item to a Folder
        • 23.2.3.3 Create a Folder or File Shortcut
        • 23.2.3.4 Copy or Move Folders and Files
        • 23.2.3.5 Check Out and Check in Files
        • 23.2.3.6 Delete Folders and Files
      • 23.2.4 Working with Search Options and Query Folders
        • 23.2.4.1 Search for a Folder or File
        • 23.2.4.2 Save a Search as a Query Folder
        • 23.2.4.3 Create or Modify a Query Folder
      • 23.2.5 Folder Access Example
    • 23.3 Working with Contribution Folders
      • 23.3.1 Naming Folders
      • 23.3.2 Defining User Configuration Settings
      • 23.3.3 Defining User Metadata Defaults for New Content
      • 23.3.4 Defining User Metadata Defaults for Revised Content
      • 23.3.5 Viewing Contribution Folders
      • 23.3.6 Viewing Content Items
      • 23.3.7 Checking In Content
      • 23.3.8 Adding Contribution Folders
      • 23.3.9 Modifying Contribution Folders
      • 23.3.10 Moving Contribution Folders and Content
      • 23.3.11 Creating a Shortcut
        • 23.3.11.1 Creating a Shortcut from an Exploring Page
        • 23.3.11.2 Creating a Shortcut from a Folder Information or Content Information Page
      • 23.3.12 Deleting Contribution Folders and Their Content
        • 23.3.12.1 About Deleting Folders and Content
        • 23.3.12.2 Deleting a Folder or Content Item
        • 23.3.12.3 Permanently Deleting Folders and Content from Trash
      • 23.3.13 Restoring Folders and Content from Trash
      • 23.3.14 Propagating Metadata
      • 23.3.15 Searching for Content in Folders
    • 23.4 Working with WebDAV
      • 23.4.1 Working with Folders
        • 23.4.1.1 WebDAV Folders
        • 23.4.1.2 Connecting to a WebDAV Folder
        • 23.4.1.3 Viewing Folders
        • 23.4.1.4 Creating a New Folder
      • 23.4.2 Working with Content
        • 23.4.2.1 Checking In Content
        • 23.4.2.2 Check-In Troubleshooting
        • 23.4.2.3 Checking Out Content
        • 23.4.2.4 Viewing Content
        • 23.4.2.5 Modifying Content
          • 23.4.2.5.1 Modifying a File in a WebDAV Client Format
          • 23.4.2.5.2 Modifying a File in a Non-WebDAV Client Format
        • 23.4.2.6 Deleting a Folder or Content Item
        • 23.4.2.7 Restoring a Contribution Folder or Content Item
        • 23.4.2.8 Copying Content
          • 23.4.2.8.1 Copying Through Windows Explorer
          • 23.4.2.8.2 Copying Through Microsoft Office
        • 23.4.2.9 Moving Content
          • 23.4.2.9.1 Moving Through Windows Explorer
          • 23.4.2.9.2 Moving Through Microsoft Office
      • 23.4.3 Displaying Web Pages
        • 23.4.3.1 Configuring Windows Explorer
        • 23.4.3.2 Displaying a Web Page
  • 24 Grouping Documents Using Folios
    • 24.1 About Content Folios
      • 24.1.1 What a Folio Is
      • 24.1.2 The Folio Structure
      • 24.1.3 When to Use a Folio
    • 24.2 Working with Folios
      • 24.2.1 Creating a Simple Folio
      • 24.2.2 Creating an Advanced Folio
      • 24.2.3 Modifying Folio Structure and Content
        • 24.2.3.1 Editing a Simple Folio
          • 24.2.3.1.1 Adding Items to a Simple Folio
          • 24.2.3.1.2 Deleting Items from a Simple Folio
          • 24.2.3.1.3 Reordering Items in a Simple Folio
          • 24.2.3.1.4 Updating Simple Folio Element Information
        • 24.2.3.2 Editing an Advanced Folio
          • 24.2.3.2.1 Adding and Organizing Nodes and Slots
          • 24.2.3.2.2 Adding Content Items to an Advanced Folio
          • 24.2.3.2.3 Adding Items from the Source Items Area
          • 24.2.3.2.4 Inserting an Existing Item Using a Contextual Menu
          • 24.2.3.2.5 Inserting an New Item Using a Contextual Menu
          • 24.2.3.2.6 Adding Items from a Search Result page
          • 24.2.3.2.7 Adding Items from a Digital Asset Basket
          • 24.2.3.2.8 Updating Advanced Folio Element Information
      • 24.2.4 Taking Snapshots
      • 24.2.5 Locking and Unlocking Folios
      • 24.2.6 Downloading Folio Renditions
      • 24.2.7 Finding Existing Folios
      • 24.2.8 Viewing Folios
      • 24.2.9 Viewing Folio Information
      • 24.2.10 Subscribing to Folios
      • 24.2.11 Using Digital Asset Baskets
        • 24.2.11.1 Managing Digital Asset Baskets
        • 24.2.11.2 Working with Digital Asset Baskets
          • 24.2.11.2.1 Setting the Active Basket
          • 24.2.11.2.2 Adding Content to the Active Basket
          • 24.2.11.2.3 Moving and Copying Content Items
          • 24.2.11.2.4 Removing Content Items
      • 24.2.12 Understanding Folio Workflows
  • 25 Using Workflows
    • 25.1 About Workflows
    • 25.2 Entering a File to a Workflow
    • 25.3 Reviewing Revisions in a Workflow
    • 25.4 Working with a Rejected Revision
    • 25.5 Viewing Workflow Information
      • 25.5.1 Viewing a List of Active Workflows
      • 25.5.2 Viewing a List of Your Workflows
      • 25.5.3 Viewing Workflow History and Information About a Workflow Step
      • 25.5.4 Viewing Content Information
  • 26 Working with Images and Videos
    • 26.1 About Digital Asset Management with Oracle WebCenter Content
    • 26.2 Supported Input Formats
    • 26.3 Supported Video Output Formats
    • 26.4 Checking In a Digital Asset
    • 26.5 Finding Renditions and Information
    • 26.6 Rendition Information Page
    • 26.7 Image Data Page
      • 26.7.1 Accessing the Image Data Page
    • 26.8 Rendition Parameters Page
    • 26.9 Video Preferences Page
      • 26.9.1 Accessing the Video Preferences Page
      • 26.9.2 No Format Option
      • 26.9.3 No Player Option
    • 26.10 Working with Renditions
      • 26.10.1 Storing Renditions in Your Digital Asset Basket
      • 26.10.2 Viewing Items in Your Digital Asset Basket
      • 26.10.3 Removing Items from Your Digital Asset Basket
      • 26.10.4 Adding and Removing Renditions in a Rendition Set
      • 26.10.5 Downloading Multiple Items
      • 26.10.6 Creating Renditions
      • 26.10.7 Updating Renditions
    • 26.11 Working with Standard Content Items
    • 26.12 Managing Digital Assets on a Macintosh Client
  • 27 Working with Records
    • 27.1 Understanding Retention Management
      • 27.1.1 The Retention Process
      • 27.1.2 Physical Content Management
      • 27.1.3 Understanding Roles and Permissions
      • 27.1.4 Interface Overview
        • 27.1.4.1 Dashboards
        • 27.1.4.2 My Favorites
    • 27.2 Creating Records and Physical Content
      • 27.2.1 Checking In From the Main Menu
        • 27.2.1.1 Checking in Items Using DIS
      • 27.2.2 Checking In Through a Retention Schedule
      • 27.2.3 Checking In a Classified Item
      • 27.2.4 Folios and Content Basket
        • 27.2.4.1 Creating, Updating, or Deleting a Basket
        • 27.2.4.2 Setting an Active Basket
        • 27.2.4.3 Adding or Removing Items
        • 27.2.4.4 Sorting Items
        • 27.2.4.5 Creating Reservation Requests for Items
        • 27.2.4.6 Downloading Items
        • 27.2.4.7 Creating E-Mail Links to Items in the Content Basket
          • 27.2.4.7.1 Contents of E-Mail Message
      • 27.2.5 Folios and Cloned Content
        • 27.2.5.1 Creating a Fixed Clone
        • 27.2.5.2 Adding a Folio to a Restricted Revision Category
      • 27.2.6 Creating a Physical Item
        • 27.2.6.1 Using the Storage Page
        • 27.2.6.2 Within a Retention Schedule
        • 27.2.6.3 Creating a Physical Item Within Another Item
    • 27.3 Finding Records and Physical Items
      • 27.3.1 Searching for Content
        • 27.3.1.1 Using the Search Forms Option
        • 27.3.1.2 Using Auxiliary Metadata Sets
      • 27.3.2 Searching for Physical Content
      • 27.3.3 Screening for Content
        • 27.3.3.1 Performing Screenings
        • 27.3.3.2 Scheduling a Screening Report
        • 27.3.3.3 Setting Default Metadata For Reports
      • 27.3.4 Browsing the Retention Schedule
      • 27.3.5 Browsing the PCM Storage Space
        • 27.3.5.1 Browsing the Storage Tree
        • 27.3.5.2 Using Exploring Pages
        • 27.3.5.3 Viewing Information about a Storage Location
      • 27.3.6 Generating a Retention Schedule Report
    • 27.4 Reservations and Chargebacks
    • 27.5 Creating a Records Profile
      • 27.5.1 Creating a Profile
        • 27.5.1.1 Trigger Fields
        • 27.5.1.2 Rules
        • 27.5.1.3 Profile Pages
      • 27.5.2 Designing a Simple Profile
        • 27.5.2.1 Adding a New Profile
        • 27.5.2.2 Using the Create/Update Profile Pages
          • 27.5.2.2.1 Selecting Fields for Inclusion
          • 27.5.2.2.2 Set Field Formats
          • 27.5.2.2.3 Set Default Values
          • 27.5.2.2.4 Set Derived Values
          • 27.5.2.2.5 Grouping Fields
          • 27.5.2.2.6 Setting Labels
          • 27.5.2.2.7 Setting Descriptions
          • 27.5.2.2.8 Restricting Options
          • 27.5.2.2.9 Setting Activation Conditions
          • 27.5.2.2.10 Limiting Access (Administrators Only)
          • 27.5.2.2.11 Setting the Search Order
      • 27.5.3 Profile Management
        • 27.5.3.1 Viewing Profile Information
        • 27.5.3.2 Updating a Simple Profile
        • 27.5.3.3 Copying a Profile
        • 27.5.3.4 Deleting a Profile
        • 27.5.3.5 Moving a Profile
        • 27.5.3.6 Changing a Trigger Field (Administrators Only)
        • 27.5.3.7 Troubleshooting (Administrators Only)
• Part IV Using Other Ways to Work with WebCenter Content
  • 28 Accessing Managed Content Directly from Within Your Desktop Applications
    • 28.1 About Oracle WebCenter Content: Desktop
    • 28.2 Managing Content Through Windows Explorer
    • 28.3 Working With Managed Content Within Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
    • 28.4 Working With Managed Content Within Microsoft Outlook and Lotus Notes
    • 28.5 Using Web Browser Search Fields to Search for Managed Content
  • 29 Working with WebCenter Content from Mobile Devices
    • 29.1 About the Mobile App
    • 29.2 Everyday Tasks Using the Mobile App
    • 29.3 Installing and Connecting to Oracle WebCenter Content
    • 29.4 Navigating the Mobile App
    • 29.5 Finding Documents
    • 29.6 Viewing Files
      • 29.6.1 Viewing a File
      • 29.6.2 Viewing Information about a File, Folder, or Library
    • 29.7 Downloading Files
    • 29.8 Sharing Files
• A Metadata Fields in Records Management
  • A.1 Checkin Page Metadata Fields
  • A.2 Date, Format, and Audit Fields
  • A.3 Security Fields
  • A.4 Subject to Review Fields
  • A.5 Correspondence Fields