SMARTVIEW D2

Guide
Smartview is the Documentum D2 new version. It features
an enhanced tile-based user interface, that helps users find
and interact with content easily.
 Document management
Starting screen
On the home page you will find the “Search”, “Repository” and “Checkout”
boxes, and you can also browse to quickly find your documents in
"Recently Accessed", with the latest documents you worked with, and
"Favorites", where you will find files that you have previously starred.
Context menu
To manage documents in Smartview, we must rest the mouse
pointer on them and a context menu will be displayed with
different options: Properties, Copy link to clipboard, Share, Edit and
More actions.
Import files

To import files into Smartview:

1 Enter “Browse Repository” or “Home Repository”.

2 Open the folder where you want to host the file.

Select the + in the upper left margin, and choose

3 “Import documents”.

4 Drag and drop the document you want to import,

or select it by clicking +.
Edit properties
To change a file attributes, in the context menu:

1 Enter “Browse Repository” or “Home Repository”. 2 Click on "Edit" in the upper right margin.

3 Edit the attributes and select "Save".

 Edit documents
To edit documents, you need to download them and then update the version.

When you finish editing it, add the new version by dragging and dropping the document on
1 In the context menu select "Edit": 3 the one you want to replace, update the information and select "Add version".

You can also use the context menu, select "More actions"
2 Once the file is downloaded, edit it on your computer. and click "Add version".
Search documents
There are two types of search: simple and predetermined

Simple 2 Predetermined
1 There are some searches with predefined criteria that will allow
Use the search bar to look for documents and
content (except images) in a massive way. you to easily find the documents you need. You can find them in
the search section.
Share documents
From the context menu, you can share a file in two ways:

Selecting "Share", your email will be

1 opened for you to send.

Selecting "Copy link", you can send it by the

2 means you prefer.
 Notifications

To set up notifications you must do it from the classic version of Documentum, which you can access from Select "Content" from the top menu, and
your user menu in the upper right corner, selecting "Go to classic version". "Notifications Management", or access by
right-clicking on the same document and selecting
"Notifications Management".