Understanding Content

The following list describes the three types of content handled by Documentum:

Cabinets are folders located at the highest level of the repository.
Folders are containers for content and organize the repository.
Files can be of any format type and include applications, scripts, video files, audio files, and documents.

You can create, import, delete, and manipulate the permissions and properties of content as described in the following table:

Action	To perform this action
Viewing content	Double-click content. If the C2 plug-in is installed and configured, D2 always uses the default C2 configuration when viewing Portable Document Format (PDF) files.
Creating content	Navigate to New > Content from the menu bar. Creating Content contains further instructions.
Editing content	Right-click content and select Edit.
Importing content	You can import content from the file system to the repository. Importing Content contains further instructions.
Importing content as a new version	You can import content as a new version of existing content. Right-click the originating content and select Import as version. Importing Content as a New Version contains further instructions.
Exporting content	Right-click content and select Export. Exporting Content contains further instructions.
Checking in and checking out content	Right-click content and select Check in or Check out. Checking In Content contains further information about checkin options.
Deleting content If D2-Bin is installed, D2 moves the content to the recycle bin	Right-click content and select Delete. You cannot delete content if the content is part of a virtual document. If you are deleting a branch version, D2 does not move the content to the recycle bin because D2-Bin is not compatible with branch versions.
Renaming content	Right-click content, select Properties, modify the content name in the Name field, and click OK. If you rename content, you do not see the updated name in the Favorites widget until you log out and log back in.
Viewing content permissions	Click content and select Permissions.
Viewing content properties	Right-click content and select Properties. If you have D2 Bin installed and view the properties of content in the recycle bin, D2 can show some properties with incorrect values.
Copying and pasting content	You can copy and paste the content within a single repository or between multiple repositories. Right-click content and select Copy. Navigate to the folder to which you want to paste the content. Right-click the folder and select Paste. You cannot use copy and paste when an autolink rule is configured because D2 uses the autolink rule to move the content to a specified location. D2 does not copy and paste annotations attached to the original content.
Cutting and pasting content	Right-click content and select Cut. Navigate to the folder to which you want to paste the content. Right-click the folder and select Paste. You cannot use cut and paste when an autolink rule is configured because D2 uses the autolink rule to move the content to a specified location.
Copying and linking content	Right-click content and select Copy. Navigate to the folder to which you want to paste the content. Right-click the folder and select Paste as link. You cannot use copy and paste-as-link when an autolink rule is configured because D2 uses the autolink rule to move the content to a specified location.

You can create, delete, rename, and view the permissions and properties of folders as described in the following table:

Action	To perform this action
Creating a folder	Navigate to New > Folder from the menu bar.
Importing a folder	Drag and drop a folder from the local file directory to a List widget, then fill out the Import File dialog box. Administrators can disable folder import in your implementation of D2.
Exporting a folder and its content	Right-click the folder, select Export folder, and select the location in the local file directory to which you want to export.
Deleting a folder	Right-click the folder, select Delete, and select one of the options.
Renaming a folder	Right-click the folder, select Properties, modify the folder name in the Name field, and click OK. If you rename a folder, you do not see the updated name in the Favorites widget until you log out and log back in.
Viewing folder permissions	Right-click the folder and select Permissions.
Viewing folder properties	Right-click the folder and select Properties.
Copying a folder using drag and drop	Drag and drop a folder to a selected folder. D2 copies all the content within the folder along with its subfolders. You can drag and drop a folder within a single repository or between multiple repositories.

If you want to create cabinets, navigate to the repository root, as described in the following table:

Action	To perform this action
Creating a cabinet	Navigate to the repository root and click New > Cabinet.

In addition to using widgets to browse content, you can also use actions, as described in the following table:

Action	Description
Convert to virtual document	Right-click content and select Convert to Virtual Document. This action converts the selected content to a virtual document parent. Understanding Virtual Documents contains more information about using virtual documents.
Locate	Right-click content and select Locate. The action automatically navigates the Document list widget to the folder containing the selected content. Note: Folder access might be limited by permissions. Restricted folders will not appear in the browser tree window. If you have breadcrumbs turned on in the Document list, restricted folders are identified as (...). For example: REPO/CAB/Folder1/.../Folder4/fileObject.
Comment	Select content and open an instance of the Comment widget.
Favorite	Right-click content and select Add to favorites. The action toggles the visibility of the content in the Favorites widget within the Content Assistance dialog (if configured by your administrator).
Subscribe	Right-click content and select Subscribe. If you selected multiple content, D2 might disable Subscribe depending on configurations to prevent subscription event conflicts between one or more of the content. Use the list controls to add or remove subscription events to receive notifications. You can configure the way you receive notifications in your user preferences. If you selected multiple content, the dialog box shows an empty list of events even if you had previously added events. D2 applies the list of events to all selected content and replaces previous configurations. Click OK.
Send email	Right-click content and select Send email, then fill out the form and click Send. Sending Content by email from D2 contains further instructions on sending content by email from the D2 interface.
Copy link to clipboard	Right-click content and select Copy link to clipboard.
Lifecycle	Right-click content, select Lifecycle, and then select the lifecycle action you want to perform. Understanding Lifecycles contains more information about using lifecycles.
Send to Workflow	Right-click content, select Workflow, and then select the workflow through which you want to pass the content. Understanding Workflows contains more information about using workflows.
Distribution	Right-click content, select Distributions, and then select the distribution through which you want to send the content. Understanding Distributions contains more information about using distributions.
Mass update	Right-click content, select Mass update, then select the mass update process you want to configure and run. Fill out the properties form for the mass update process. Click OK.
Filter	Filter content in the Document list widget using the filter list box next to the menu. Filters do not affect search results.

If you have C2 installed, you can use functionality specific to PDF content, as described in the following table:

Action	Description
Viewing through C2	Right-click content, select View through C2, and select a view configuration.
Exporting through C2	Right-click content, select Export through C2, select a location, then click OK.
Printing through C2	Right-click content and navigate to Print through C2, then select a C2 print configuration and printer. Fill out the form and click OK.
Recalling a controlled print	Right-click content and navigate to Print through C2 > Recall print from the menu bar. Select the Recipient and type the Reason for recall, then click OK. The list of recipients reflects the list of users entered in the controlled print dialog box.

If you have D2-Bin installed, content is moved to the recycle bin upon deletion and you can use functionality specific to the Recycle Bin widget, as described in the following table:

Action	Description
Restoring content from the recycle bin to the original location in the repository	Right-click content in the Recycle Bin and select Restore.
Permanently removing content from the repository	Right-click content in the Recycle Bin and select Delete. Note: The Delete all versions option in the Recycle Bin widget deletes only the selected versions.
Emptying the recycle bin	Click Empty Recycle Bin.