Documents (Web Client) MOD009DJQ

• 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)

• 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

• 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.

• 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.

• 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.

• 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.