Manage document files and folders in Workspace

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Manage folders and documents from the Documents component to download, rename, manage permissions, track versions, add reviewers and approvers directly in the record within the workspace.

    このタスクについて

    注:
    The Documents component must be configured within the Workspace.

    始める前に

    Activate Document Management plugin

    Role required: none

    手順

    1. From the workspace, navigate to the required record (for example, Incident).
    2. Select the documents icon from the left side components panel to display the list of all document files and folders.
    3. To rename or delete a folder, go to the folder
      1. Select the vertical ellipse Translation-indicator icon.
      2. Select Rename to rename the folder or Remove to delete the folder.
    4. Go to the document card, select the vertical ellipse Translation-indicator icon to perform the following actions.
      表 : 1. Document actions
      Action Steps
      Download Select Download to download the document.
      Rename Select rename to rename the documents.
      Edit Metadata
      1. Select Edit Metadata, select the Department, Type and Classification.
      2. Enter the description in the Description field.
      3. Select Save.
      Track Versions To view or create document versions, go to the document file
      1. Select Track Versions.
      2. To create a new version, select Create new version.
      3. Enter the document name and select the File type as an Attachment or URL.
      4. For attachment, select Upload attachment and attach the file, for URL, enter the URL.
      5. Select Save version.
      Manage Permissions
      1. Select Manage Permission to assign permissions based on role, user, group, and user criteria.
      2. Select New to create a new role, user, group, and user criteria and assign Reader, Writer or Owner permission for the document.
      3. Select the Save.
      4. To delete, select based on role, user, group, and user criteria.
      5. Select Delete.
      Connect external cloud See Manage document versions in external cloud.
      Send for approval See Send a document version for approval.
      Delete/Delink Select Remove to delete the document or the link to the document without actually deleting the document.