Documents (Project) MOD0099IP

Access

• Project (Proposal) panel → Further... → Documents

Information

• In this module, documents, notes, and pin board entries of a project or proposal are created, edited, and managed.

Module variants

Documents

Information

• In the Documents area, all available documents are displayed.
• 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 Linked file field, you can
  • either select and insert files via the Insert context menu command 
  • or simply drag files (e.g. from the Windows Explorer or from e-mail attachments) to the field via Drag&Drop.

• If the Completed and/or Archive checkboxes are activated for documents, the respective documents will no longer be displayed in the base variant but they will be moved to the Completed Elements or Archived Elements variants.

• 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. For proposals and ideas, this setting has no function.

Note

• The document categories available in the Category listbox can be edited in the Miscellaneous Listbox Values module and new document categories can be created here if necessary.

Notes

Information

• In the Notes area, existing notes are displayed (by completed/incomplete, archived/not archived module variant), and can be edited.
• New notes can be inserted.

Add notes

• Insert a new note record
  • by clicking on the New note plus button or
  • by right-clicking on the area header or on an already existing note and selecting the Insert → Note command from the context menu.
• Enter your text in the Note field.
• You can attach a file in the Linked file field.
• Save.

• 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. For proposals and ideas, this setting has no function.

Pin Board

Information

• In the Pin board area, existing pin board entries are displayed (as completed/pending, archived/not archived depending on the module variant).
• New pin board entries can be created here.

Create pin board entry

• Insert a new pin board entry
  • by clicking on the New pin board entry plus button or 
  • by right-clicking on the area header or on an already existing note and selecting the Insert → Pin board entry command from the context menu.
• Enter the date in the Date field, and the note text or the event in the Note field.
• Save.

Note

• In opposite to notes and documents, all pin board entries created in the Documents module are also displayed in the Dashboard module.