You can use the Document List module to upload and share any type of document in a workspace. All workspace members can display the documents. You can also collaborate on the documents with other members of the workspace.
You cannot restore a Document List module that you have deleted from the workspace. You must re-create it from scratch.
To use the Document List, make sure that Knowledge Management is installed on your system.
The permissions that you have in the Document List depend on your role in the workspace and on the settings defined in the Document List.
Role |
Permissions |
---|---|
Manager/Owner |
Can perform all actions in the Document List. |
Member |
Can view documents, change the view mode, and open a Web folder. |
To give members full access to the Document List, in header of the Document List module, from the Options menu , choose Settings, and in the Member Permissions property, select Read/Write.
To open documents in the Document List, you must first enable the automatic prompting for file downloads in the security settings of your browser.
From the Document List toolbar, choose
.The folder is added to the Document List with the default name New Folder. The name is in edit mode and you can provide a new name directly.
To change the name of the folder at a later time, choose , enter the name of the folder, and press Enter.
Double-click a folder to open it. Use the breadcrumb at the top of the Document List to return to the main view of the Document List.
To make documents and other files available to all members of the workspace, upload documents to the Document List.
For more information, see Uploading Documents.
You download documents from the Document List to edit them locally.
The system sets a lock on downloaded documents so that other users cannot change them while you are editing them.
For more information, see Editing Documents.
To rename a document or folder within the Document List, perform one of the following:
From the Document List toolbar, choose .
Click the Name field of the relevant item twice, and enter a new name.
To delete a document or folder, choose .
Define the maximum number of documents to display on each page and switch between display modes.
For more information, see Changing the Appearance of the Document List.
Depending on the configuration of your portal, a search mechanism might be enabled in the Document List. When enabled, a search field appears in the Document List allowing you to search for items.