Project Register: Documents

View - Project - Project register - Documents

The Documents tab is where you can create documents connected to the project. You might need to send the same document to several contacts involved in the same project. If this is the case, click the button Merge document in the window New document.

Be aware that if you decide to unlink one document from the project, this action won't delete the document from your machine, just the link to the document.

Note! In the Filter drop-down listyou can select which type of Microsoft document you want the list for an overview of. The filter allows you to select all documents or documents created in Microsoft Excel, PowerPoint, Acrobat, Word or Other.

You can import documents by clicking on the Import button. Read more about Importing documents in a separate section.

Read more about how to create documents from this tab through the Documents tab in the Contact register.