View and Edit Content Details

The Preview tab displays if your file is one of the following types:

• Microsoft® Office 97 through Microsoft Office 2007 Word, Excel, and PowerPoint. Some Microsoft Office 2007 features don’t display correctly in previews.
• Adobe® PDF. Copy-protected PDFs can't be previewed.
• JPG, BMP, GIF, and PNG.

These options are available on the Content Details page, depending on: the type of content you are viewing; your library permissions; and whether the content is in a public or private library, or from Chatter:

• Click the thumbs up or thumbs down icon to vote for the file, Web link, content pack, or Google doc. To change your vote, click the opposite icon. After you cast a vote, the Recent Activity list on the Libraries tab indicates whether you like or dislike the content.
• Click Deliver Content to create a content delivery. Click Deliver Content | Show Content Deliveries to view a list of deliveries associated with the content.
• For Web links or Google docs, click the Open button to open the Web page in a separate window. For files, click the Download button to open or save the file.
• Click Subscribe or Subscribed to toggle your subscription on or off.
• For files, click the Content Packs subtab to see which content packs include this file.
  • Library administrators can click Remove from all to remove the file from all content packs that include the file.
  • Click the name of the content pack that includes the file to view the details of that content pack.
• Click Edit | Edit Content Details to modify standard and custom fields.
• For files, click Edit | Upload New Version to replace the file with a new version. The version option is not available for Web links, or Google docs.
  

  Note If the Add New Version button is unavailable, your organization has exceeded its file storage allowance and new content cannot be uploaded.
• Click Edit | Archive Content to remove the file, Web link, content pack, or Google doc from the library. Authors can archive and restore their own content regardless of library permissions. If a file is in Salesforce CRM Content and also posted in Chatter, archiving it doesn't remove the Chatter post.
• Click Edit | Delete Content to delete the file, Web link, content pack, or Google doc from Salesforce CRM Content by moving it to the Recycle Bin. Authors can delete and undelete their own content regardless of library permissions. Deleting a Google doc removes the doc's association with Salesforce CRM Content but does not delete the doc in Google Apps. You cannot delete a file that is included in a content pack or content delivery. Deleting a Chatter file from the content details page deletes the file from Salesforce CRM Content and from Chatter.
• Click Edit | Library Actions and choose Move to Another Library to move the content to a different managing (or “home”) library. Choose Share to Another Library to share content into additional libraries without changing the managing library. Sharing or linking content to other libraries enables members of those libraries to find your content. If the managing library and shared library have different tagging rules, the most restrictive tagging rule applies. If you want to remove content from a library where the content is shared, click Remove from Libraries. This option does not remove content from its managing library.
• Click the Comments subtab to view, add, edit, or delete comments.
• Click the Versions subtab to view a list of all file versions and the reason-for-change statements provided by the authors.
• Click the Downloads subtab to view a list of all Salesforce CRM Content users who have downloaded the file. Download data is not available for Web links or Google docs.
• Click the Subscribers subtab to view a list of all Salesforce CRM Content users subscribed to the file, Web link, or Google doc. To subscribe to an author, click the dropdown button next to the author's name. To subscribe to a library, click the dropdown button next to the library name.

• Enter a web address for the content in the URL field.
  

  Note The URL field is visible in the content details page when the contentURL parameter of contentVersion has a value.
• Click a tag name to view all the content associated with that tag. Click the arrow next to the tag to remove the tag or to subscribe to all content with that tag.
• To add a tag, enter a tag name in the Add Tags field and click Save. As you type a tag, Salesforce CRM Content autosuggests tags based on the tags in your My Recent Tags list in the Save or Publish window and the Popular Tags section on the Libraries tab.
  

  Note If your administrator applied a library tagging rule, you aren’t able to enter new tags. If the guided tagging rule is applied, you can click Add Tags and choose from the list of suggested tags or enter new tags. If the restricted library tagging rule is applied, you can click Add Tags and choose from the list of suggested tags, but you cannot enter your own tags.
• Click the author's name to see a list of the author's published content. Click the arrow next to the author's name and choose Subscribe to Author to subscribe to all content published by that author.
• Click Feature or Don't Feature to toggle the “feature” designation on or off. Featured content receives a higher priority than similar content in search results; for example, if 100 files contain the search criteria term sales asset, any featured files with that term appear at the top of the search results list. Featured content is also listed on the library overview and library detail pages for quick access.
• Click a library name to view details about the library. Click the arrow next to the library name and choose Subscribe to Library to subscribe to all content in the library or Show Library Content to view a list of all files, content packs, Web links, and Google docs published to the library.