DT822 Documents
DI008575 Document name
Name of the document
Note
- Document records with attached files are created and edited in the Documents (Project) and Documents (Program) modules.
- In the Dashboard (Project) and Dashboard (Program) modules, documents are displayed and cannot be edited.
Modifiable
- in the following modules:
- Documents (Project) in the Documents area,
- Documents (Program) in the Documents area,
- provided that the modifying user possesses the required rights
DI008694 Type
Document type
Values
- 0: General
- If this value is selected, the respective document will not be displayed in the Dashboard (Project) and Dashboard (Program) modules.
- 1: Display in Dashboard (Project) and Dashboard (Program)
- If this value is selected, the respective document will not be displayed in the Info area of the Dashboard (Project) and Dashboard (Program) modules.
Modifiable
- in the following modules:
- Documents (Project) in the Documents area,
- Documents (Program) in the Documents area,
- 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
- Right-click on the Linked file field and select the Insert context menu command.
- Click on the Search button in the Insert hyperlink window.
- Select the required file and click on the Open button.
- Confirm with OK.
- Save.
Details
- 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
- in the following modules:
- Documents (Project) in the Documents area,
- Documents (Program) in the Documents area,
- provided that the modifying user possesses the required rights
DI057793 Completed
Marks a document as completed
Details
- : Document has been completed
- : Document still in use
Note
- Completed documents are hidden in the base variant of the Documents (Project) and Documents (Program) modules and can be looked at in the Completed Documents module variant.
Modifiable
- in the following modules:
- Documents (Project) in the Documents area,
- Documents (Program) in the Documents area,
- provided that the modifying user possesses the required rights
DI057939 Archive
Marks a document as archived
Details
- : the document is archived
- : the document is not archived
Note
- Archived documents are hidden in the base variant of the Documents (Project) and Documents (Program) modules and can be looked at in the Archived Elements module variant.
Modifiable
- in the following modules:
- Documents (Project) in the Documents area,
- Documents (Program) in the Documents area,
- provided that the modifying user possesses the required rights