Documents

The Documents page in a portal and in the Home portal exposes Content Manager, which offers an easy and intuitive user interface with sophisticated searching capabilities for managing libraries, folders, and documents.

Find Documents

The Find Documents page is the default view of Content Manager on a page. You can personalize this page to display all libraries, documents, or your favorite items. It also provides ways to filter the documents displayed to help you find the required documents more quickly.

• Access selection area/side bar: Provides a way to browse through libraries, folders, files, and items you have marked as favorites. It includes the following options:

  Element	Description
  Search	Click to open the Searching Documents page where you can locate and work with the latest revision of all documents to which you have access. In this view, all documents are displayed in a single flat list regardless of the library or folder in which they may be stored.
  Browse	Click to open the Libraries page where you can view and work with libraries to which you have access. When browsing within a library, the search box searches only the names of documents within the library or folder you are browsing. To upload documents to a specific library or folder, navigate to the library or folder and then upload the document.
  Favorites	Click to open the Favorites page to view the list of items that you previously marked as favorites and to access the associated items. Favorites are listed in the order selected, with the most recent favorite at the top of the list. You can mark documents, folders, libraries, and saved searches as favorites by clicking the star next to the item in a list, or by selecting Favorite from an associated menu. Your favorites are visible only to you.
  Clipboard	Click to open the Rendition Clipboard page to list any renditions you have added to the clipboard. A file can have multiple versions in different formats called renditions.
  Home	Click to view contents of the enterprise library of the current portal. The portal home page has the same areas as on the Searching Documents page.

• Search box: Provides search and filter options for locating libraries, folders, and documents. Entering text into the search box expands the box to display libraries, folders, or documents whose names are close matches to what you enter. You can use filters to limit search results. Filters applied to the search are listed in the search box. Clearing a filter from the search box removes the filter and broadens the search to a larger context. Filters predefined by a portal manager based on document properties are available by clicking the arrow next to the search box.

• Results list: Displays folders and documents in the main content area based on the filters you use when browsing and searching. You can change how results are sorted and displayed. Selecting one or more documents in the results list displays the results list toolbar that provides a convenient way to do a variety of tasks that vary depending on the permissions you have.

View Documents

The View Documents page displays when you open a document from a results list. The page allows you to view the content and metadata properties of the document, and provides ways to perform tasks such as update the document version, edit metadata, or download the document. When you open a document, by default its preview displays in the Preview tab.

• Banner: Displays the name of the document. Use it to mark the document as favorite, get links, refresh, and check in the document. The banner contains the More menu that provides options for managing the document, as described in Working with Folders and Files.

• Properties section: Enables you to edit document properties, metadata, and security, and preview the document by using the following tabs: Summary, Metadata, Security, and Preview.

• Document view area: Displays the document view or properties depending on the tab selected in the Properties section. When the Preview tab is selected, it displays the document preview and a toolbar for managing the document view such as navigating the pages and zooming in and out.