Project Documents Portlet
You can customize your dashboard to include a Project Documents portlet showing the project folders available to you. In version 1.00.3 of the NetSuite Content and Experience SuiteApp, you can switch between different project folders and select a specific project to view files within the corresponding Oracle Content folder. Additionally, only records of projects you are assigned as a resource are available in your Project Documents portlet.
You can perform the following through the Project Documents portlet:
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Upload or download your files for a specific project
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Create folders inside a project folder
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Share links to your files and folders
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Add tags for your documents
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Add comments on the documents stored in a project folder
Setting Up Your Project Documents Portlet
Depending on the role you are using, you can add the Project Documents portlet in your dashboard as a custom portlet or as a SuiteApp portlet.
To set up your Project Documents custom portlet:
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Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.
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On the Standard Content tab, click the Custom Portlet icon or drag it onto the dashboard.
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In the portlet menu, click Set Up.
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In the Source field, select Project Documents.
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Click Save.
Your Project Documents portlet is now available in your dashboard.
To set up your Project Documents SuiteApp portlet:
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Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.
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On the SuiteApps tab, click the Project Documents icon or drag it onto the dashboard.
Your Project Documents portlet is now available in your dashboard.
Related Topics
- Using the NetSuite Content and Experience SuiteApp
- Adding the Documents Subtab in Custom Forms
- Oracle Content Supported Web Browsers
- Unsupported Symbols in Oracle Content Folder Names
- Viewing Oracle Content Documents
- Saved Search for Projects Not Connected to Oracle Content
- Custom Properties in Oracle Content
- Conversations in Oracle Content Documents