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).
The process to rename a project document folder is the following: Select the folder by clicking on it in the document tree. Type the new name for the folder in the text field located above the “Create” and “Rename” links in the right pane. Click on “Rename”.
Only Project Managers and account Administrators can manage 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”.
Yes. The solution is to make a document public and to share the download link for the document. A task or project document will be public if a checkbox appears in the “Public” column in the task document or project document list page. If the document is not public, you can make it public by […]
If a task document is unlocked and you have the necessary rights to delete the document, the process is the following: Select the document by checking the checkbox in the document list. Click on the “Delete checked documents” button located in the right pane. If you are not an administrator, you may or may not […]
If a project document is unlocked, any user who can access that project document can delete it. The process is the following: Select the document by checking the checkbox in the folder’s document list. Click on the “Delete checked documents” button in the right pane. Only account Administrators and the user who uploaded the project […]
The process to add a Project Document is the following: Select Project Tab => Documents > Project Documents. Click on the folder you wish to add your document to. In the “Path” field, browse to select the document you wish to upload. Provide a “Version” number and a “Description” for the document, if need be. If you wish […]
In order to add a Task Document, the process is the following: When viewing a task list, click on the Summary link to reach the task Edit screen. In the task Edit screen, click on the “Documents” tab located near the top of the screen. If you are using a recent version of Firefox, Safari […]
Supporting documents are issued as proof that an expense has been incurred. The supporting document required may vary depending upon the nature of the expense. Typical supporting documents are: copies of vendor invoices copies of vendor receipts local expense vouchers