Documents (Web Client) MOD009DJQ

Access

• Management (Web Client) → Dashboard → Overview → Project List → Click on the ID of a project
• Management (Web Client) → Dashboard → Overview → Click on a bar in the Projects with delay (WET vs. KET)

Information

• In this module, project documents are stored, managed, and downloaded.
• It is linked to the Documents module of the desktop client. In the module of the desktop client, records which were created in the module of the web client are displayed.

Documents

Information

• In the Documents area, all existing documents are displayed sorted by category and can be opened or downloaded.
• New documents can be added.

Add documents and categorize them at the same time

• If there are no entries in the Documents area yet, or if the required category is not among those already written,
  • select the category from the Category listbox in the area header and click on the New document button.
    • The new category record with the required category, and below a new (empty) document record, are inserted.
    • Enter a document name in the Document field and possibly write a short description in the Description field.
    • Attach the file in the Linked file field.
  • Save.

Add documents to existing categories

• If the required category has already been inserted in the area,
  • insert a new document line by right.clicking on the category and selecting the Insert → Document command from the context menu.
  • Edit the document record as described above.
  • Save.

Details

• In the Document field an upload window in which you can insert files is opened when clicking on the field. Subsequently
  • either click on the Browse button and select the file from your hard drive
  • or drag the file to the upload window via Drag&Drop This works, e.g., with files from the Windows Explorer or file attachments from an e-mail.

Caution

• Via the Completed and Archive checkboxes, documents are removed from the regular module view. They can then only be accessed in the respective module variants of the Desktop Module.

Note

• If you want the required document to be displayed in the Info area in the Dashboard module, select the 1: show in dashboard value from the Type listbox.
• The documents categories available for selection in the Category listbox can be edited in the Miscellaneous Listbox Values module. If necessary, new documents can be created there as well.

See also: Further Modules of the Management Role in the Web Client