project file

Navigation Button	Description
Go	Starts filter by search (only displays when list is more than one page)
All	Displays all documents in project (only displays when list is more than one page)
Open	Opens the selected document using the standard file open dialogue
Properties	Displays general document information; all document action items, who the document has been viewed by, and all the related documents. Also enables related documents to be added/removed, displays keywords and enables keywords to be added/removed
Add	Adds a new document to project file from PC - does not display on the project file for team members until sent for action
Send	Sends an action to team member and displays in project's Project File and the team member's Action File
Respond	Responds to a document action
Move	Moves a document from Project Files to My Files
Hide	Removes the file from the Project File list and puts into My Hidden Files list
Previous	Goes back one page list (only displays when list is more than one page)
Page No.	Click dropdown to select page from list of page numbers (only displays when list is more than one page)
Next	Goes forward one page of list (only displays when list is more than one page)
Screen Item	Description
Filter by	Filter list by entering name. For example, enter 'loxton' and the list will display only projects with the word 'loxton' in the name (only displays when list is more than one page)
File Name	Given name of file
Action Required	The action required of the document
Date Added	Date document was added to Project File
Author	Author of the document

Project File files are official documents and cannot be modified.
Project File files can be officially distributed to and responded to by other team members.
A Project File can be moved to My Files provided it has not been officially distributed.
A file on the Project File can only be responded to by team members who have been specifically asked to respond to it.
A file on the Project File can only be distributed to other team members by the person who added it and by team members with delegated authority to distribute it.
Additional related documents can be attached to or removed from files on the Project File by the person who first added it and by team members that have been asked to respond to a file.
If the Project File record is active and marked as viewable by the team, then it swill appear on the list. If the Project File record is active and not marked as viewable by the team, it will only be visible if the logged in user added the record or if the document has been distributed to the logged in user.
A record displayed bold indicates the record has not been opened by the logged in user.

The collection of files for a project is known as the 'Project File'. As a project progresses, content is created by system processes, a proforma or manually added using general-purpose upload screens. New content starts off in My Files where it can be manipulated before being made an official document on the Project File. Project files can be distributed to one or more project team members for action, and recipients can be invited to respond. Actions, responses and file 'opens' are all tracked to give a complete activity for each file.

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

	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 'Project File' from your PC and will not display on the Project File to other team members until sent for action.
	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'