Documents and Folders › How to Manage Documents

How to Manage Documents

Use the Actions menu to view a list of the actions available to you for that document. The actions you can take with a document are determined by your access rights and permissions.

To view this menu, from the Knowledge Store or from a Document Manager page, open the folder containing the document you want to view, and click the document’s Actions menu.

If no documents appear when you click a folder’s name, then no documents have been added to the folder.

1. Select Knowledge Store from the Organization menu.

   The Knowledge Store page appears.

2. From this page or from a Document Manager page, click a folder’s name.

   The folder opens so you can view its documents. Do any of the following

   • Open documents as view only.
   • Save documents to your desktop.
   • Check out documents.
   • Undo document check out.
   • Check in documents.
   • Edit document properties.
   • Edit document permissions.
   • Review document history.
   • Copy documents.
   • Move documents to another folder.
   • Work with document versions.
   • Work with document processes.
   • Delete documents.