Project Documents
- Stephanie Pepper (e-manage|ONE)
This is a grid listing of all documents that have been saved to the company location. Along with the documents is the history of all the users that have opened the document to view it. In this grid you can change the name of the document, change the document type, whether the document is the current version, and if you have the appropriate application rights, you can change the Retention Date or whether the document is Customer Viewable or not (using the customer web portal)
With projects, you want to be sure to only save documents that affect the project. Do not put notes or documents that would affect a specific project into this section.
Users, with the proper application rights, can change the current status of the document (not current documents show with a strike through font), the document name, the document type, the security level (only at their level or below), the retention date (with the proper application right), the gallery image checkbox (adds images to the portfolio).
