Document Repositories

Use a Document Repository to store items such as public documents and troubleshooting documents, or as an HR forms repository.

Users can populate and manipulate the contents of a Document Repository using the Attachment Manager in the CSM Desktop Client, as well as import files directly to the Document Repository in the CSM Portal using the Import button.

Customers 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 CSM 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.