The TeamDocuments you have access to are displayed on the front page of your Pims Portal (highlighted in yellow below).
Figure 1: Pims Portal front page
To open a TeamDocument, simply click on the hyperlinked title of the TeamDocument from your Portal Page.
To search in available TeamDocuments, click on the “My TeamDocuments” header from your Portal Page.
Figure 2: Search in availalbe TeamDocuments
By entering a criteria in the ”Search For” field, you can search within the different TeamDocuments you have access to. By selecting ”Full Document” you will be searching in all inputs within the TeamDocuments, while ”Title and Category” will do a more restrictive search.
The Notify checkbox lets you determine whether or not you wish to list updated TeamDocuments on your portal page. If this is checked, the TeamDocument will be highlighted in bold on your front-page when it is updated.
To open one of the TeamDocuments in the result list, simply click on the desired TeamDocument.
Click on the ”Add TeamDocument” hyperlink on your portal front page to create a new TeamDocument.
Figure 3: Create a New TeamDocument
|Title||Title of new TeamDocument|
|Responsible||TeamDocument responsible with Manager access|
|Area||Specifies a TeamDocument area|
|Force Subject||Enables all the content to be placed only into subjects|
|Column Layout||Sets a column layout|
|Template||Choose a template a New TeamDocument will be created based on|
Click the Create button, and you will be directed to your new TeamDocument.
To add users and to define their access rights, choose “Sharing” from the TeamDocument’s “Common Tasks” menu or click “Shared With” in the right Team Document pane.
Figure 4: Common Task menu
The following dialog box will appear:
Figure 5: Search and add personnel and / or groups
Opening the Sharing Dialog, add users, groups and master groups by searching their names. Highlight one or many users or groups and choose one of the following 3 access rights:
The user must have Manager access rights to a TeamDocument to be able to delete it. Open the TeamDocument you wish to delete. In the toolbar, click Common Tasks -> Delete Document -> Confirm.