How can I locate expense documents?

Both the Home => Documents and Project Tab => Documents > Search pages now list expense documents under document type “Expense Document”. The Expense Approval list page also provides a link to download the supporting document if one was attached to the given expense.

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How can I create project document folders?

The process to create a project document folder is the following: Select the folder you wish to add the new folder under by clicking on it in the document tree. Type the name for the new folder in the text field located above the “Create” and “Rename” links in the right pane. Click on “Create”.

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How to upload a document using the API

1. Upload (POST) document to the address: https://[accountname].aceproject.com/upload/ You will get a “json” response in return, like: [{ “name”: “yourfilename.jpeg”, “name_tmp”: “b9251027-4102-43fc-9a44-68c2edfcdc91.jpeg”, “size”: 8239, “type”: “image/jpeg”, “success”: true, “error”: “” }] Then, you can use that name_tmp. to attach your upload to a task or document, like this: POST to: api.aceproject.com, with these parameters Content-Type: […]

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What are the access rights with regards to Project Documents?

Here are the access rights relative to Project Documents: The only users who can unlock a locked document are Administrators and the Project Manager. Even the user who uploaded the document cannot unlock a project document locked by another user. Any user who can access the project documents area in a project can download from any […]

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What’s the difference between public and private documents?

A private document is one that can only be downloaded by an AceProject account user having the necessary permissions to reach that document in the application interface. On the other hand, the download link for a public document can be sent in an e-mail (or otherwise) to any individual. This individual, whether a user in […]

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How should I use the Version number?

Users may specify numbers in the “Version” field when uploading documents. This allows you to accumulate several instances of the same document (documents having the same name and extension).

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