Configure the Content Management Version Document and Attachment Feature

When configuring the Content Management version and attachment feature, it is recommended that setting the attachment storage type only be done when creating new projects, or when a plan is in place to migrate the attachments for an existing project to the new repository. Switching back and forth between the file server and the content repository is not recommended.

1. Log on to the Contract Management Administration application.

2. Click the Content Management link.

3. For new projects:

   1. To automatically version documents, mark the Version Documents on Save for new projects check box.

   2. To use the repository for attachments, mark the Store attachments in the repository for new projects check box.

4. Click the name of  the appropriate project to select it.

5. To automatically create a new version of a document when you save the document, mark the checkbox in the Version Documents on Save column for the selected project.

6. Click the field under the Attachment Storage Type field, and then click the arrow to choose which type of storage to use for the attachments (File Server or Repository).

   • If you chose File Server as the storage type, go to step 7.

   • If you chose Repository as the storage type, go to step 10. The attachments will automatically be stored on the repository under the project and contract. You do not choose the location.

7. Click the icon to specify a location for attachments for the project. All attachments for this project will go in the same location.

8. Under the Location Name field, enter the name of the location file server where the attachments will be stored.

9. Under the Path field, click the blank area under the word "Path," and then click . This displays the Select Folder dialog box. Navigate to the proper location, click the folder, and then click the Select Folder button.

10. Click when finished.

What would you like to do?

Read about creating document  versions.

Access a previous document version.

Manually create a new version of a document.

Manually create a new version of an invoice

Manually create a new version of a worksheet

View all versions of a document.