Add documents


Du er her: InLoox Support Knowledge Base Online Help InLoox Web App 7.0 All support topics for InLoox PM 7 Web App Planning features Add documents

You can add the related project documents to the planning elements. So, these documents are available for all users. The procedure of adding a document is the same for an activity, a milestone and summary activity - all features are in the dialog box Edit of each planning element.

  1. Open the Edit dialog box of a planning element to add a document. Choose one of the following options to open this dialog box:
    • Select one planning element from the planning list and then click Edit on the Edit tab, in the Edit group.
    • Right-click on planning element from the planning list and click Edit in the context menu.
    • Double-click a planning element.
  2. Click the Documents tab. Choose one of the following options:
    • Add new document:
      1. Click New.
      2. In the drop-down list, select Document.

        For more information on how to add a document, see Create and edit a document.

      3. Click OK.
        Now, the added document is saved and will be also displayed on the Documents page.
    • Add a previously saved document from the Document page:
      1. Click the New.
      2. In the drop-down list, select Link.
      3. On the Select Document dialog box, choose a document and click OK.
    • Open a document:
      1. In the Documents area, choose a document from the list
      2. Click Download or double-click the item.
    • Remove a document:
      1. Choose a document from the list on the Documents page that you want to remove.
      2. Click Delete.