Add and Manage Project Documents
Project Documents functionality allows users to create folder, upload and link documents to support projects during project development life cycle.
To upload a new document
- At the upper-right side of the Project Home page, click Project Menu.
A drop-down menu is displayed. - On the displayed menu, under Views, click Documents.
The Documents page is displayed.
- Click Upload Document.
A New File pop-up window is displayed.
- Click Choose File.
A pop-up window is displayed.
- Browse for the required file or document and click Open.
- Click Save.
To add link
- At the upper-right side of the Project Home page, click Project Menu.
A drop-down menu is displayed. - On the displayed menu, under Views, click Documents.
The Documents page is displayed.
- Click the drop-down arrow next to Upload Document tab.
A drop-down menu is displayed. - Select Add Link.
A New Link pop-up window is displayed.
- In the Title field, type the title required.
- In the URL field, type the URL required.
- Click Save.
To create a folder
- At the upper-right side of the Project Home page, click Project Menu.
A drop-down menu is displayed. - On the displayed menu, under Views, click Documents.
The Documents page is displayed.
- Click the drop-down arrow next to Upload Document tab.
A drop-down menu is displayed. - Select Create Folder.
A New Folder pop-up window is displayed.
- In the Name field, type the name required.
- Click Save.
To edit properties of a document
- At the upper-right side of the Project Home page, click Project Menu.
A drop-down menu is displayed. - On the displayed menu, under Views, click Documents.
The Documents page is displayed.
- Click the drop-down arrow next to the document that needs to be edited.
A drop-down menu is displayed. - Select Edit Properties.
The File Properties pop-up window is displayed.
- In the name field, edit the name as required.
- Click Save.
To copy a document link
- At the upper-right side of the Project Home page, click Project Menu.
A drop-down menu is displayed. - On the displayed menu, under Views, click Documents.
The Documents page is displayed.
- Click the drop-down arrow next to the document that needs to be copied.
A drop-down menu is displayed. - Select Copy Link.
A message is displayed at the upper right corner of the page indicating that the link is copied to clipboard successfully.
To delete a document
- At the upper-right side of the Project Home page, click Project Menu.
A drop-down menu is displayed. - On the displayed menu, under Views, click Documents.
The Documents page is displayed.
- Click the drop-down arrow next to the document that needs to be deleted.
A drop-down menu is displayed. - Select Delete.
A DELETE FILE confirmation message is displayed.
- Click Yes to confirm deleting the document.
To rename a document folder
- At the upper-right side of the Project Home page, click Project Menu.
A drop-down menu is displayed. - On the displayed menu, under Views, click Documents.
The Documents page is displayed.
- Click the drop-down arrow next to the folder that needs to be renamed.
A drop-down menu is displayed. - Select Rename.
A Folder Properties pop-up window is displayed.
- In the Name field, edit the name as required.
- Click Save.