Content Management Window


Use the Content Management window to set up the options for creating document versions and for storing attachments.

Specify Content Management settings for new projects:

Version Documents on Save for new Projects

Select this option if you want a new version of a document created each time you save the document. This only applies to module documents, not to attachments.

Store attachments in the repository for new projects

Select this option to store attachments in the content repository.

Specify Content Management settings for existing projects:

Group

Displays the name of the group to which a project belongs. This is created in the Contract Management Admin Configuration utility.

Project Name

Displays the name of the name of the project in the group. This is the eight character alpha numeric name of the project that was assigned when the project was created.

Project Title

Displays the name the descriptive project title. This project title was assigned when the project was created.

Version Documents on Save

Select this option if you want a new version of a document created each time you save the document.

Attachment Storage Type

Use this field to choose whether to save attachments on the file server or in the content repository. Clicking the field will display a down arrow. Click the down arrow, and then choose either File Server (the default) or Repository from the drop-down list.

Repository Storage Type

Use this field to specify which content repository configuration applies to each project with an Attachment Storage Type value of Repository. If you are using Contract Management with a CMIS content repository, then choose CMIS. If you are using Contract Management with an Oracle WebCenter Content Core Capabilities (WCCC) or Microsoft SharePoint repository, then choose one of the available configurations. For projects with an Attachment Storage Type value of File Server, you do not need to select a value in this field.

Specify attachment locations for project <project name>:

Add a new location

This is only available if you choose File Server as the Attachment Storage Type. If you choose Repository as the Attachment Storage Type, attachments will automatically be stored on the repository under the project and contract. You do not choose the location.

Before clicking Add Location, click on a project Group name. Then click this to add a location for storing the attachments for the project. This displays the following in the lower pane of the window:

Location Name field

Path field

After you click Add a new location , enter the name of the location where the attachments will be stored in the Location Name field.

After you enter a Location Name, click the Path field for that row and then click browse . This displays the Choose Folder dialog box for you to choose the location on your file system.

Remove the selected item

Use this to delete a location for attachments.

Click the project name, click the attachment location name, and then click this icon.

How to access this window:

Log onto the Contract Management Administration Application, and click Content Management.



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Last Published Wednesday, June 17, 2015