DI008575 Document name
Name of the document
Note
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Document records with attached files are created and edited in the Documents (Project) and Documents (Program) modules.
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In the Dashboard (Project) and Dashboard (Program) modules, documents are displayed and cannot be edited.
Modifiable
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in the following modules:
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Documents (Project) in the Documents area,
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Documents (Program) in the Documents area,
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provided that the modifying user possesses the required rights
DI008694 Type
Document type
Values
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0: General
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If this value is selected, the respective document will not be displayed in the Dashboard (Project) and Dashboard (Program) modules.
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1: Show in Dashboard (Project) and Dashboard (Program)
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If this value is selected, the respective document will not be displayed in the Info area of the Dashboard (Project) and Dashboard (Program) modules.
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Modifiable
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in the following modules:
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Documents (Project) in the Documents area,
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Documents (Program) in the Documents area,
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provided that the modifying user possesses the required rights
DI008776 Linked file
In this field you can create a link to a file.
Insert file
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Right-click on the Linked file field and select the Insert context menu command.
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Click on the Search button in the Insert hyperlink window.
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Select the required file and click on the Open button.
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Confirm with OK.
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Save.
Details
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It is also possible to directly insert files from, e.g., the Windows explorer or files attached to e-mails via Drag&Drop.
DI026035 Description
Short description of the document
Modifiable
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in the following modules:
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Documents (Project) in the Documents area,
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Documents (Program) in the Documents area,
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provided that the modifying user possesses the required rights
DI057793 Completed
Marks a document as completed
Details
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: Document has been completed
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: Document still in use
Note
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Completed documents are hidden in the base variant of the Documents (Project) and Documents (Program) modules and can be viewed in the Completed Documents module variant.
Modifiable
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in the following modules:
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Documents (Project) in the Documents area,
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Documents (Program) in the Documents area,
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provided that the modifying user possesses the required rights
DI057939 Archive
Marks a document as archived
Details
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: the document is archived
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: the document is not archived
Note
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Archived documents are hidden in the base variant of the Documents (Project) and Documents (Program) modules and can be viewed in the Archived Elements module variant.
Modifiable
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in the following modules:
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Documents (Project) in the Documents area,
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Documents (Program) in the Documents area,
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provided that the modifying user possesses the required rights