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

  1. At the upper-right side of the Project Home page, click Project Menu.
    A drop-down menu is displayed.
  2. On the displayed menu, under Views, click Documents.
    The Documents page is displayed.

  1. Click Upload Document.
    A New File pop-up window is displayed.

  1. Click Choose File.
    A pop-up window is displayed.

  1. Browse for the required file or document and click Open.
  2. Click Save.


 

To add link

  1. At the upper-right side of the Project Home page, click Project Menu.

    A drop-down menu is displayed.
  2. On the displayed menu, under Views, click Documents.
    The Documents page is displayed.

  1. Click the drop-down arrow next to Upload Document tab.
    A drop-down menu is displayed.
  2. Select Add Link.
    A New Link pop-up window is displayed.

  1. In the Title field, type the title required.
  2. In the URL field, type the URL required.
  3. Click Save.

 

To create a folder

  1. At the upper-right side of the Project Home page, click Project Menu.

    A drop-down menu is displayed.
  2. On the displayed menu, under Views, click Documents.

    The Documents page is displayed.

  1. Click the drop-down arrow next to Upload Document tab.
    A drop-down menu is displayed.
  2. Select Create Folder.
    A New Folder pop-up window is displayed.

  1. In the Name field, type the name required.
  2. Click Save.

 

To edit properties of a document

  1. At the upper-right side of the Project Home page, click Project Menu.

    A drop-down menu is displayed.
  2. On the displayed menu, under Views, click Documents.
    The Documents page is displayed.

  1. Click the drop-down arrow next to the document that needs to be edited.
    A drop-down menu is displayed.
  2. Select Edit Properties.
    The File Properties pop-up window is displayed.

  1. In the name field, edit the name as required.
  2. Click Save.

 

To copy a document link

  1. At the upper-right side of the Project Home page, click Project Menu.

    A drop-down menu is displayed.
  2. On the displayed menu, under Views, click Documents.

    The Documents page is displayed.

  1. Click the drop-down arrow next to the document that needs to be copied.
    A drop-down menu is displayed.
  2. 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

  1. At the upper-right side of the Project Home page, click Project Menu.

    A drop-down menu is displayed.
  2. On the displayed menu, under Views, click Documents.
    The Documents page is displayed.

  1. Click the drop-down arrow next to the document that needs to be deleted.
    A drop-down menu is displayed.
  2. Select Delete.
    A DELETE FILE confirmation message is displayed.

  1. Click Yes to confirm deleting the document.

 

To rename a document folder

  1. At the upper-right side of the Project Home page, click Project Menu.

    A drop-down menu is displayed.
  2. On the displayed menu, under Views, click Documents.

    The Documents page is displayed.

  1. Click the drop-down arrow next to the folder that needs to be renamed.
    A drop-down menu is displayed.
  2. Select Rename.
    A Folder Properties pop-up window is displayed.

  1. In the Name field, edit the name as required.
  2. Click Save.