The process to add a Project Document is the following:

  1. Select Project Tab => Documents  > Project Documents.
  2. Click on the folder you wish to add your document to.
  3. In the “Path” field, browse to select the document you wish to upload.
  4. Provide a “Version” number and a “Description” for the document, if need be.
  5. If you wish to lock your document and/or make it public, check the necessary option(s).
  6. Click on “Upload”.

It is also possible to perform a multiple document upload.

Any user which can access the Project Documents area of a project can add a project document.

Leave a Reply