Clipboard

The clipboard provides a place to temporarily store copies of collaboration objects so that they can be moved or copied from one location to another.

NOTE  The contents of the clipboard are maintained for the current session only. Signing out of the TCM application clears the clipboard.

Pasting a document shortcut into a folder

Use the following procedure to copy a document into the clipboard, and then paste it into a different folder:

  1. Select the document you want to copy from the list on the Documents tab. (Expand folders as needed.)
  2. Select copy to clipboard. This copies a link to the document into the clipboard.
  3. Navigate to the folder where you want to place the reference. This folder can be either in the same teamspace or another teamspace, but it must be in the same object store.
  4. Select the destination folder, then select paste from clipboard.
  5. Use the dialog screen to select one or more clipboard items to paste. Click add selection, then click ok to file the document into the folder.

Filing a document into a folder inserts a link to the original copy of the document, not a new copy of the document. A document can be filed in more than one folder. The document can be edited (or its properties modified) from any of the links by a user with access rights to the document. Edits from any folder modify the document's content and/or properties in every location. Since there is only one document object, all changes are immediately visible in any of the links to it.

Linking an object to a task

Use the following procedure to link a document to a task as a related item.

  1. Select the document you want to add, then select copy to clipboard.
  2. Select the Tasks tab and create or select the task you want to link to the document.
  3. Select add related item from the add menu in the related items area. This menu automatically pops up when you hover over the text.
  4. Select the Clipboard items tab on the add related items dialog screen. Select the document you want to link to from the list of clipboard items, then click add selected. Click ok.
  5. When you (or another user) view the task, the document appears in the list of related items. Select a document from that list to display it.

The above procedure creates a link between the task and the document.