The Documents tab is available in:
The Administration workspace, if documents are managed at the Project level.
The Work Package Work management workspace, if documents are managed at the Work Package level.
The Documents tab enables users to attach documents to the project or work package. Documents can be of any type (i.e., spreadsheets, documents, images, etc.) and are saved in the Sciforma database.
The documents spreadsheet displays the following Document attributes: Name, File, Type, Creator, Checkout Date, and Checkout Reason.
Document Types are created by the Administrator in the Designer.
For more information regarding how to manage documents, please refer to the explanation in the Documents article.
The spreadsheet provides the following commands (if at least one Document is selected):
Prompts the user to upload a new document from their computer.
Allows the user to delete the selected document(s).
Allows user to check-in a modified version of the document. To use this command, the user must have checked out the document for modification first.
Allows the user to modify the document; it is not possible for any other user to check-out the document until it has been checked back in first.
Allows the user to read the document.
Displays information about the document and enables users to purge the document from the Sciforma database.