Explore your content
After you use the Documents dashboard to search for a file or open a workspace, you can work with your content. For example, you can refine the search results, move a file to another workspace, add tags to a file, among other things. A thumbnail image represents each file in your workspace.
Notes: The first time you use Documents, you must add files to your workspace. If a file exists in multiple workspaces, it appears multiple times on this page.
Prerequisite: You must have the Employee role or any role with the Content_management_user permission.
What you can do with your content
View your files
Search for files
Manage files
- Add files to your workspace
- Share a file
- Send a fax from Documents
- Upload a new version of a file
- Move a file to a group workspace
- Delete a file from a workspace
- Save a local copy of a file
