The Documents tab is used to archive Project related documents.
Actions or Tasks related to documents are initiated from the icons described below.
Action Icons for Project Documents:
Example: Project Documents
To Sort the document list, click a column heading once or twice.
To Import a file from a URL, click Import File from URL.
To Clone a document, click Clone Selected Document and link to this Project.
To Create a Project Document via Template, click Create Document via Template
To Import a Document from File, click Import Document from File.
To Open a document, double-click the selected row, or click Open Document.
To Link Existing Document to this Project, click Link Existing Document to Project.
To Email Selected Documents, click E-mail Selected Documents. Note: to multi-select Documents as email attachments press ALT+Enter on each document clicked on.
To Delete a Document, click Delete Document.
To Create a New Project Document, click Create New Project Document.