Content Management Window
Use the Content Management window to set up the options for creating
document versions and for storing attachments.
Specify Content Management settings for new projects:
Version Documents on Save for new projects checkbox
Mark this check box if you want a new version of a document created
each time you save the document. This only applies to module documents,
not to attachments.
Store attachments in the repository for new projects checkbox
Mark this check box to store attachments in the content repository.
Search and paging:
Use this section to search for projects for which you want to set Content
Management options, and to page through the table of projects.
Icon |
Description |
|
Enter a Project
Name or Project Title
in the Search field, and then click this icon to display
the Content Management settings for the project. |
|
Click this icon to clear the Search field. |
|
Click this icon to display the Content
Management settings for the first project in the table of projects. |
|
Click this icon to display the Content
Management settings for the previous project in the table of projects. |
|
Click this icon to display the Content
Management settings for the next project in the table of projects. |
|
Click this icon to display the Content
Management settings for the last project in the table of projects. |
Specify Content Management settings for existing projects:
Group
Displays the name of the group to which a project belongs. This is created
in the Contract Management
Admin Configuration utility.
Project Name
Displays the name of the name of the project in the group. This is the
eight character alpha numeric name of the project that was assigned when
the project was created.
Project Title
Displays the name the descriptive project title. This project title
was assigned when the project was created.
Version Documents on Save
Mark this check box if you want a new version of a document created
each time you save the document.
Attachment Storage Type
Use this field to choose whether to save attachments on the file server
or in the content repository. Clicking the field will display a down arrow.
Click the down arrow, and then choose either File
Server (the default) or Repository
from the drop-down list.
Specify attachment locations for project <project name>:
Add Location 
Icon
This icon is only available if you choose File Server as the Attachment
Storage Type. If you choose Repository at the Attachment Storage Type,
attachments will automatically be stored on the repository under the project
and contract. You do not choose the location.
Before clicking this icon, click on a project Group name. Then click
this icon to add a location for storing the attachments for the project.
This displays the following in the lower pane of the window:
Location
Name field |
Path
field |
After
you click the icon, in the Location Name field,
enter the name of the location where the attachments will be stored. |
After you enter a Location
Name, click the blank area under the word "Path"
and then click  . This displays the Choose
Folder dialog box for you to choose the location on your
file system. |
Delete icon
Use this icon to delete a location for attachments. Click the project
name, click the attachment location name, and then click this icon.
How to access this window:
Log onto the Contract Management Administration
Application, and click the Content Management link.
For additional help:
For additional help, click the Show
link at the top left corner of this help topic. Use the Contents,
Index, or the search utility to find additional help.
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.