Adding a Document


Concept


Steps:

  1. Begin by navigating to an Add Document page in a collaborative workspace.

     

    Click the Workspaces link.

    Step 1
  2. Click the Search button.

    Step 2
  3. Click an entry in the Name column.

    Step 3
  4. Click the Documents link.

    Step 4
  5. Click an entry in the Title column.

    Step 5
  6. Click the Add Document button.

    Step 6
  7. Use the Add Document page to specify the content you want to add to a collaborative workspace. The Documents module supports file attachments, managed content, and text or HTML content creation.

     

    In this example, you will add content as a file attachment. Then, you will add another piece of managed content to a folder in the Documents module.

    Step 7
  8. Click the Content Type list.

    Step 8
  9. Click the File Attachment list item.

    Step 9
  10. Click the OK button.

    Step 10
  11. Use the File Attachment Properties page to enter content properties such as content location, content approver, and content version; to submit content for approval; and to maintain comments or discussions specific to that piece of content, among other functions.

    Step 11
  12. Click in the Title field.

    Step 12
  13. Enter the desired information into the Title field. Enter

     a valid value
     e.g.
     "Understanding Community Calendars"
    .

    Step 13
  14. Click the Upload File button.

    Step 14
  15. Click the Browse button.

    Step 15
  16. Click the Understanding Community Calendars.doc list item.

    Step 16
  17. Click the Open button.

    Step 17
  18. Click the Upload button.

    Step 18
  19. Click the Save button.

    Step 19
  20. Click the Return to Documents link.

    Step 20
  21. Add a second document as managed content.

     

    Click the Add Document button.

    Step 21
  22. Click the Content Type list.

    Step 22
  23. Click the Managed Content list item.

    Step 23
  24. Click the OK button.

    Step 24
  25. Use the Look Up Managed Content page to select a piece of managed content.

    Step 25
  26. Click an entry in the Content Title column.

    Step 26
  27. Click the Save button.

    Step 27
  28. Click the Return to Documents link.

    Step 28
  29. Use the Documents page to manage the contents of the current folder. You can add folders, add documents, view documents, browse the subfolder hierarchy, and view the properties associated with subfolders and documents.

     

    Notice that the recently added documents appear in the folder contents.

    Step 29

You have completed adding a document to the Documents module of a collaborative workspace.

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