Configuring documents management

Before users can save documents in the Documents tab of the Projects module, you must enable documents management.

To configure documents management

  1. From the top-level navigation, open the Admin module.
  2. Select Customization.
  3. Select the Environment Settings tab.
  4. Select the System Settings tab.
  5. Under Documents Settings, enter the name of the server running Documents Manager and the database into which documents will be saved.
  6. Click Save Save.