CSM 10.4 Documentation

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Create a Document Repository

Use the Document Repository window, accessed from within the Document Repository Manager, to create a Document Repository.

To create a Document Repository:

  1. Open the Document Repository Manager.
  2. Select Create New.
  3. Define the properties for the Document Repository:
    1. Name:

      Provide a display name to use within CSM (search this property in CSM Item Managers).

    2. Title:

      Provide a title to display to Users.

    3. Description:

      Provide a description to use within CSM (search this property in CSM Item Managers).

  4. Select Save.
    Note: After you create a repository, use the Attachment Manager to add documents to the repository.

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