Document Manager

Click the configure tree button to filter the projects shown to those you wish to see.  When selections are complete, click the Save Tree button.

Use to select the project documents you want to view.  Once selected the project(s) selected will appear at the top of the folder structure.

Right click on the folder name and a menu will be displayed:

 

 

Displays all information regarding the files that have been uploaded including:  file name, size of file, type of file (jpeg, word etc.), the date the file was uploaded, the name of the person who uploaded the file and the date the file was checked out and by who.

Click to select a file.  Once selected a menu will be displayed that will allow you to check out/in the document and open the PM Web viewer (see PM Web Viewer section) which allows you to mark up a document.

 

The green arrow to the left of the file name indicates that file is checked out by another user.

Click to upload a file to the document manager.  Be sure that the folder you want to upload to is highlighted.  You can also use the folder menu (see #2) to upload a file.

 

If you are uploaded a modified version of an existing document, be sure the name is exactly the same as the existing document or the system will not recognize the file as a new version.

Use to search for existing documents.  Click the "search file contents" checkbox if you want to search for key words in the document itself.

Use to set up document "tags".  This will require that any document uploaded for a particular folder will need to be tagged with additional information.  Example:  Meeting Minutes folder would be set up with meeting type drop down lists.  To add attributes, edit the folder (see Folder Menu).

Use to set up folder permissions based on role or user.

Click to refresh the data displayed on the screen.

Displays the file version of the document.

Once a file is selected, the document will be displayed.

Use to group files.  To group, drag a column header and drop it in this area.  Your view will now be grouped by the selected item.  To ungroup, drag it back to the grid.

Click on the file name to either open or save the selected file.