Upload documents on the Web application

Lola Ricca -

Now that you have created your project, you should add some documents and plans to it. These plans could be shared with the participants of the project and could be used to document your meetings and points.

Tip : A notification message of all the newly uploaded documents is sent in a daily mail to all the (active) participants of the project. 

 

You have to create documents and their structure in folders that you will add in the entire project.

 

 

  • Select the menu you are seeing the documents of the project.

 

 

 

  • Select the function add a folder to create the entire structure of your folders.

 

 

 

 

  • Use the function add a document to add a document in the folder you have selected.

 

 

 

 

Add  documents to your customized list of point.

  • Open the customized list of points.

* If you want to generate the next occurrence of a list you have to click on the little "+". And as you can see now, we are in occurrence 25.

 

  • Select the menu you are seeing the documents of the list.

 

 

  • Use the function add a document, to select a document from the list of the entire project. You can also add a new document that does not comes from the project, by using the function upload (at the bottom left of the screen). This one will immediately be included in the documents of the entire project.

 

 

 

Add documents in an already existing point from the list.

 

  • Open the list of points.
  • Select the menu you are seeing the documents of the project.
  • Select a point in the list.
  • Use the function add a document that is displayed like this . This icon comes from the list of icons that you can see below.

 

  • Select a document in the list of the entire project. You can also add a new document that does not comes from the project, by using the function upload (at the bottom left of the screen). This one will immediately be included in the documents from the list of the entire project.

 

 

 

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