Adding a document

As you work on an item, files will be created that will be helpful to other team members working on the same item. You can add these documents to the Documents tab for that item.

To add a document

  1. Open the Projects module.
  2. Select an item.
  3. Select the Documents tab.
  4. Select the folder into which you want to add a document.
  5. Click New Document to add a document to the selected folder.
  6. In the New Document dialog box, enter a name, a description, keywords (that can help the document be found using search), and any additional comments.
  7. Browse to the location on your computer from where you will upload the document.
  8. Click OK.