Documents (Personal Project)

The Documents explorer in the personal project application view displays the documents or files you uploaded.

This topic discusses:

Common Actions
Documents Banner

Documents Table Pane

Explorer Action Bar

Details Pane Action Bar for the Root Folder

Details Pane Action Bar for Folders

Details Pane Action Bar for Files

Common Actions

Like other explorers in the application view, the Documents explorer has a hierarchical navigation tree A tree of subfolders in the navigation pane of the application view. To view the contents of the navigation tree on the table pane, click on a node or folder in the navigation tree., a common toolbar, a table pane Upper right section of the application view. The table pane displays all objects contained in the node you selected in the navigation tree. You can also view detailed information about the objects in the table pane by selecting the check box next to the item. Detailed information appears on the details pane., and a details pane Lower right section of the application view. You can view details and descriptions (if provided) of items selected in the table pane. You can also perform various actions, such as notifying others about the document you uploaded or subscribing to a discussion..

You can perform several actions through the buttons on the action bar. These buttons are context-sensitive, that is, what they do depends on the objects you have selected in the explorer. Buttons with have submenus.  

Back to Top

Documents Banner

 Click
To

Manage Project

Select Project Recycle Bin to manage the project's recycle bin. For more information, see Project Recycle Bin.

Project Search

Search for an object within your personal project. Type a search string into the text box and click the Search button. For more information about the results of the search, see Search Results.

Project Explorer

Open Project Explorer.

Back to Top

Documents Table Pane

When you click a folder, the table pane displays its contents.

Column
Description

Name

Name of the file. To view the properties of the file in the details pane or attach task lists to it, click to the left of the file name.

Size

The size of the file in kilobytes.

Date Modified

The date and time when the file was last modified.

Check in By

The user who checked in the file.

Checked out By

The user who checked out the file.

Back to Top

Explorer Action Bar  

 Click
To

Navigate to the parent folder.

New

Create a new Microsoft Office document. Click Personal Documents in the navigation tree first.

Clicking displays the submenu.

Folder
(
New  Submenu)

Create a new document folder. You can create up to 20 levels of subfolders. In the New Folder Properties dialog box, set its properties and security.   

Office Document
(
New  Submenu)

Create a new Microsoft Word, Excel, or PowerPoint file. For more information, see Office Document.

Web Folder
(
New  Submenu)

Mapping a Web folder lets you use Microsoft Windows Explorer to navigate the document hierarchy in Oracle WebCenter Collaboration. For more information, see About Web Folders.

Upload

Upload single or multiple files into Oracle WebCenter Collaboration. You must have Bulk Upload to Collaboration activity right to upload multiple files. If you want to upload multiple files, click in the  Upload button, and select Multiple Files from the menu.  

Before you upload a file or a folder of files, select the document folder where you want the uploaded files to reside.  

Edit

Edit the properties of the selected object.

  • Edit the properties and security settings of a folder. Select a folder in the navigation tree first.

  • Edit the properties and security settings of a document or file. Select a file in the table pane first.

Clicking displays the submenu.

Copy
(
Edit  Submenu)

 

Copy the selected object.

  • Copy a folder and all its contents and properties to a different folder. You can place the copy of the folder within the same project or to another project. Select the folder you want to copy in the navigation tree before you click Edit | Copy.  

  • Copy a file. You can place the copy within the same folder. Select the file you want to copy in the table pane before you click Edit | Copy.  
For more information, see Copy Document or Folder.

Move
(
Edit  Submenu)

Move the selected object.

  • Move a folder and all its contents and properties to a different folder or project. Select a folder in the navigation tree before you click Edit | Move.

  • Move a file to a different folder or project.  Select a folder in the table pane before you click Edit | Move.
For more information, see Move Document or Folder.

 Properties
(
Edit  Submenu)

Edit the properties of the selected object.

Delete the selected objects.

  • Delete the folder and its entire contents. Select a folder in the navigation tree first.

  • Delete the file. Select a file in the table pane first.

WebEdit

Edit a file directly without going through the check-in and check-out process. You can edit only Microsoft Office files directly; other files (such as a bitmap file) must go through the check-in and check-out process.

Check in the revised file.

Check out the file.  

Undo the check-out and revert to the previous version.

Download

 

Download one or more files or folders that you selected in the table pane or navigation tree. If you selected one file, choose to open or save the file. If you selected anything else, the Zip Download process begins. For more information, see Download Files.

Single File Download
(Download  Submenu)

Download one file that you selected in the table pane.

Zip Download
(Download  Submenu)

Download one or more files or folders that you selected in the table pane or navigation tree as a .zip file. For more information, see Download Files.

New Project

Administrators only. Create a new project and upload the selected files or folders to this project. For more information, see About Projects.

Select the columns that you want to be visible in the table pane, using the Customize View Editor.

Back to Top

Details Pane Action Bar for the Root Folder

After you select the root folder (top node) in the navigation tree, click Copy to Clipboard to copy the notification link for the root folder to your clipboard. You can then paste the link directly into your email editor. 

Back to Top

Details Pane Action Bar for Folders

After you select a folder, click Copy to Clipboard to copy the notification link for the folder to your clipboard. You can then paste the link directly into your email editor. 

Back to Top

Details Pane Action Bar for Files

After you select a file, you can use these buttons to perform the following actions:

 Click
To

Attach Task Lists

Attach task lists to the document. When the Choose Task Lists dialog box appears, select the task lists you want to attach and click Finish.

View versions

View the version history of the file. Oracle WebCenter Collaboration saves all revisions of a file, and you can view any of its versions.

For more information, see File Version.

Delete

Delete attached task lists.

Copy the notification link for the file to your clipboard. You can then paste the link directly into your email editor.

 
Back to Top

Related Topics: