Managing Documents

The Documents application allows workspace members to collaborate on documents used in their workspaces.

Using the Documents application, team members can:

• Upload documents to their workspace.
• Submit documents for approval.
• Update documents.
• Comment on documents.
• Check out and download documents.
• Lock documents to keep others from viewing or changing them while they are checked out.
• Make changes to downloaded documents, then upload the revised versions.
• Undo a document checkout by another user
• Delete unnecessary or out of date documents or document versions.

Opening the Documents Application:

• Global Documents Application—Click the Documents tab.
  
  If you do not see the tab, the application may be hidden or you may not have permission to access it. For more information about using global application tabs, see Using Global Tabs.
  
• Workspace-Level Documents Application—Click the Projects tab, click the workspace name, and then click Documents in the Workspaces Menu.
  
  For more information about Workspace-level applications, see Workspace Applications Overview.

Related Topics:

• Checking Documents In—How to check a document in.
• Checking Documents Out—How to check a document out.
• Deleting Documents—How to delete a document.
• Deleting Document Versions—How to delete an outdated version of a document.
• Documents Overview—A general overview of the Documents application.
• Downloading Documents as a Zipped File—How to download multiple documents in a single zipped file.
• Undoing a Document Checkout—How to undo the checkout of a document by another user.
• Uploading Documents—How to upload a document.

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