Deltek PIM Online Help

Publish Documents in Another Browser

You can use the Working Files dashpart to publish documents to the DMS in any modern browser. Unlike Internet Explorer, local copies are not automatically removed from your PC.

This method applies to all browsers except Internet Explorer. If you are using Internet Explorer, see Publish Documents in Internet Explorer.

To publish document in another browser:

  1. Navigate to the Personal Zone.
  2. On the Working Files dashpart, click .
    If the Working Files dashpart is not displayed, click to add it.
    Tip: You can also publish documents on the Documents tab on an entity record, such as a project or organization. When you publish documents from an entity record, the entity is automatically assigned as an attribute.
  3. In the file browser dialog box, select the document that you want to publish, and click Open.
    Press and hold the CTRL key to select multiple documents.
  4. On the Publish Document window, select one or more document pools to publish the document to.
    Note: You can only select document pools that have no child pools.
  5. In the Select Attributes pane, select one or more entity records to link the document to.
    For example, if a document pool is associated with the project attribute, you can select a project to link the document to. This allows members on the project to access the document from the Documents tab on the project record. An asterisk (*) on an attribute indicates that you must select an entity record.
  6. Optional: Modify the document title and version number, if required.
  7. Optional: Click Next to step through the wizard to add document details, add people as email recipients to receive the document after you publish it, and assign actions against the document.
  8. When you are ready to publish the document, click Finish.

Postrequisite: ATTENTION: Since the local copy of a document is not automatically removed from your PC when you publish it, you are advised to manually delete the local copy.

You can also publish documents in the Information Zone. In Classic View, click the Working Files tab, and then click . In Smart View, click Working Files, and then click Publish New Files.