NAVIGATION

From Project Home LHS menu, click Project File.

 

Project File

The Project File is a list of all official documents for the project.

When there are 10 or more items to select from a list, the 'Filter by' box will display.  'How to use Filter By'

 

  1. Click next to document in list.

  2. Click one of the following buttons Open; Properties; Send; Respond; Respond; Move or Hide to:
     

     

    Open - opens the selected document using the standard file open dialogue

    Properties -  displays general document information; displays all document action items, displays who the document has been viewed by, displays all the related documents, has the ability to add/remove related documents, displays keywords, and has the ability to add/remove keyword

    Add - adds a new document to 'My Files' from your PC.

    Send - sends an action to team member/s and displays in project's 'Project File' and the team member/s 'Action File'

    Respond - allows you to respond to a document action

    Move - moves document from 'Project File' to 'My Files'

    Hide - removes the file from the 'Project File' list and puts into your 'My Hidden Files'

 

Navigation Buttons & Screen Items

Business Rules