wiki:UNIS/documents

Documents

Documents are associated with both projects and organisations and are used to link files to both types of record.

The sections below describe how to add/edit/notify users of documents related to a project. Each task is exactly the same for organisations.

Add a new document

To add a document to a project, from the Communications / Documents sub-tab, click New Document:

You will see the following screen:

You must specify a title and select a file to upload. Synopsis is optional.

NOTE: If you would like to notify selected users that you have added a document to the system, set the Notify users of this document? flag to "Yes". You will be prompted to select the users to notify from a list and an automated email will be sent.

To save the document, simply click Save.

Edit a document

To edit an existing document, click the Edit icon alongside the relevant document:

It is only possible to edit the Title and Synopsis. To replace the actual file, you must archive the document by clicking the Archive icon (located alongside the Edit icon), then add a new document.

NOTE: If you would like to notify selected users that you have updated the document, set the Notify users of this document? flag to "Yes". You will be prompted to select the users to notify from a list and an automated email will be sent.

Download a document

To download a document, simply click the View icon alongside it:

Searching for documents

There are two ways to search for documents in the system:

Last modified 2 years ago Last modified on 17 Sep 2015 10:16:02

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