Document management

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Within the Principal Toolbox you can store documents at various locations. Principal Toolbox will keep the document in the database, so it will be available to all users with access to the document in the Principal Toolbox. It is possible to overwrite older versions with newer ones. Old versions will be kept in storage, so it's always possible to check out the document history and open an older version of the document. 

Also, it is possible add an approval cycle on deliverables and/or documents. Documents can easily be added to products, projects, folders and organisational units. 

 

Most important elements of document management in PTB:

Adding a document

Update or delete a document

Request document approval

Working with document folders

Working with Notes