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