Viewing documents in the repository

The repository is the place where all your Business Leader documents are stored. Documents can be public documents, which means that they can be viewed in any Business Leader space, or they can be draft documents, which means they can be viewed only by the document owners and the spaces which have edit access to the document. Any public document in the repository can be added to your space so that you can link to or reuse the document in your own Business Leader documents. For example, you might want to reuse a process map that has been built in another team's space because that process map represents a sub-process in one of your own process maps.

Before you begin
You can search for public documents and documents that you own from the Documents view in your Business Leader space.
  1. Click the button in the Share toolbar. The Repository search dialog opens.
  2. Select either to search for public documents or documents of which you are the owner.
  3. Type a string to search for documents by name. Use "*" as a wildcard character to represent zero or more characters in the document name. For example, searching for "*sales*" will return all documents which have "sales" anywhere in the document name.
  4. From the list of documents that are returned, you can select a document or multiple documents and perform any of the following steps:
    • Add the selected documents to your space so you can quickly view and link to these from your own maps, by clicking the Add to Space button in the Share toolbar.

      The document appears at the root of your document list. When you add a document to your space, you are not changing the location of the document in the repository. Rather you are bookmarking the document so that you and other members of your team can view the document in your space, and reference or link to the document within your own maps.

    • Request edit access to a selected document by clicking the Request Edit Access button in the Share toolbar.

      When you request edit access to a document, you are requesting edit access for the Business Leader space. This means that all members of your space will be able to edit the document if access is granted.

    • If you are the owner of a document, you can also make the selected document or documents public by clicking the Make Public button. When you make a document pubic, all users in other spaces can find and view the document in the repository, and reference it from their own documents.