Documents tab

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.

Note

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.

Commands

The spreadsheet provides the following commands (if at least one Document is selected):

NewProject

New

Prompts the user to upload a new document from their computer.

DeleteRed

Delete

Allows the user to delete the selected document(s).

uploadfile64_md.png

Check-in

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.

download22_md.png

Check-out

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.

open64_md.png

Open

Allows the user to read the document.

history22_md.png

History

Displays information about the document and enables users to purge the document from the Sciforma database.