Adding a document

Top  Previous  Next

In multiple places you can add documents, links and notes, for example on the details page, in logs and on the tab Documents.

 

Adding a document (in general)

Step 1. Navigate to a place where you can add Documents, e.g. the tab Documents or a Plan-item Page.

Step 2. In the section, click plus-teken02 to add documents or links, or click  or icon add note to add notes.
Note: you can also use drag-and-drop to add documents.

Step 3. To add a new version of a document: select the row of the appropriate document and click Edit. Enter the data in the pop-up screen and select the new version through Choose file. Next click OK.

Step 4. To access earlier versions of a document: select the row of the appropriate document and click Show History.

 

 

Example: adding a document to a Plan-item Page

Step 1. Navigate to a Plan-item Page, on the bottom of the page you see three sections:
plan-item page documents sections
A plan-item page, the three document sections
 
Note: the section Documents can be used to add (documents describing) the deliverable.
Note: the section Automated Reports can contain Automated Reports containing project/plan-item information.
Note: the section Specifications can be used to add documents that specify the product to deliver.
 

Step 2. In the appropriate section, click plus-teken02 to add a document or a link, a dialogue box appears:
dialog add a document
Dialogue add a Document
 

To add a document, enter a description and a version number, then click Choose File to select the appropriate file, then click OK.

To add a link, enter  a description and the link address, then click OK.

To add a link to a centrally placed document, e.g. an Automated Report, enter the document ID in the Internal Document Link, then click OK
Note: ask your administrator for support.
Note: hyperlinks have the following syntax: "http://intranet.organisation.com/documents/example.doc", or "file://p:\documents\example.doc".