Please note there are many ways to create and save records.  The information detailed below is only one way to create a new document or edit a document.  If you have an active licence for the system you can download the guides by clicking the links in each topic.  Alternatively, you can search within the system for the Know How area using record number F19/40817.

A section within the eLearning Modules has been developed for Saving Documents to assist you with this feature.  This can be found in the Content Manager New User - Part A catalogue.  Alternatively, using your single sign on details you can access this catalogue directly by clicking here.

The information below is only one way to save a document.  If you have an active licence for the system you can download this guide by clicking here.  Alternatively, you can search within the system for the Know How area using record number F19/40817

Saving Documents

You can save documents from within any Microsoft package .  Content Manager allows you to save directly while you are working on your document and from the File Save As menu feature. 

1. Open Word and Select File,  then select Save As.  Make sure you choose the option HPE Content Manager to ensure you are saving directly.

2. Select Check In As

3.  Select the Record Type UQ Document > select OK:

4. Fill in the title Free Text Field with a meaningful title and enter the container (folder) to save this document in

4. Select OK.  Once the Microsoft package is closed the record will save into the system

A section within the eLearning Modules has been developed for Saving Emails to assist you with this feature.  This can be found in the Content Manager New User - Part B catalogue.  Alternatively, using your single sign on details you can access this catalogue directly by clicking here.

The information below is only one way to save a document.  If you have an active licence for the system you can download this guide by clicking here.  Alternatively, you can search within the system for the Know How area using record number F19/40817

Saving Emails

You can save emails very similarly to saving documents.  If you save your email from within Outlook it is called Check In . 

1.  Open Outlook > select and open the e-mail you wish to check in

2.  Select HPE Content Manager Ribbon from the Outlook:

3.  Select Check In

4. Select the Record Type as UQ Document then select OK

5. Fill in the title Free Text Field with a meaningful title.  The title will  pre-populate from the email subject line therefore if the subject line is RE: or FW: please change it to a searchable title. Enter the container (folder) to save this record to

4. Select OK.  

A section within the eLearning Modules has been developed for Record Creation to assist you with this feature.  This can be found in the Content Manager New User - Part A catalogue.  Alternatively, using your single sign on details you can access this catalogue directly by clicking here.  Please note that this module uses the generic home ribbon rather than the custom UQ ribbon.

The information below is only one way to save a document.  If you have an active licence for the system you can download this guide by clicking here.  Alternatively, you can search within the system for the Know How area using record number F19/40817

Editing Documents

Once a record has been saved, there will be times you will need to make amendments (edits).  

1. Select the document that you want to edit from your list pane > select Edit from the UQ Ribbon:

  1. Alternatively right mouse click on the record and select Edit:

2. Your document will open and you can make your edits > you will notice in the Properties pane that the Edit status will change to Checked Out. This means that while you have the document open no one else can make edits until you close the document.

3. Once you are finished save your document and close > your record will automatically be checked into HPE Content Manager and will be updated.

* This is only applicable for HPE Content Manager and not Desktop

** This is only applicable if you want to make changes to a document and you don’t plan on having the document open for more than an hour.  If you intent to work on the document longer than an hour please refer to Check In / Check Out