Documents

Project area documents

A document is a project attachment, anattribute document , a template attached to a schedule object, a document attached to a task or an exchange...

A document can also be inherited from a template.

All the documents integrated into a project can be found in this screen.

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In this list, by default only documents with an active status are displayed, but it is possible to display the desired items via a filter.

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Rights required : Viewing a document

Add

This button is used to add a new document to the project.

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Rights required : Project modification

Delete

Allows you to delete an added document .

Filter

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

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This list of documents can be filtered using several criteria:

Click on Register to apply the filter and Close to return to the list.