About Document Repositories

A CSM Document Repository is a collection of documents (Attachments) that is used to organize information. One or more Document Repositories can be used on a Portal Site (ex: A Document Repository for support documents and another for product documents). Display a Document Repository as a Portal Startup Item or add an Action to a Site menu bar to display a Document Repository. Use a Document Repository to store:

  • Public Documents.
  • Troubleshooting Documents.
  • HR Forms Repository.

The following figure shows an example Document Repository.

OOTB Portal Document Repository

A User can populate and manipulate the contents of a Document Repository via the Attachment Manager in the CSM Desktop Client, as well as import files directly to the Document Repository in the Portal using the Import button. A Customer can open documents, upload new documents, edit comments, or replace existing documents depending on their security rights.

CSM provides an OOTB Document Repository for use in the Portal. However, the Document Repository must be added to the Portal menu bar in CSM Administrator before Customers can access it. Use this OOTB Document Repository as-is, edit it, or create new Repositories using the Document Repository Manager. Then, use the Attachment Manager in the CSM Desktop Client to add documents to the Repository.

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