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Documents Dialog Box

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The Documents dialog box displays by clicking Activity DetailsDown , selecting Activity Details, and selecting Edit Documents Documents.

Document Tasks

Working with documents

In the Documents dialog box, you can assign documents to an activity, remove or revise the relationship between a document and an activity, and view documents assigned to an activity. See Activity Document Details.

For more detailed information about working with project documents, see:

For more detailed information about working with activity documents, see Activity Document Details.

  • Controlling placement of the dialog box

    You have full control of the placement of the Documents dialog box in the Activities page. By dragging and dropping the dialog box or using the controls available in the title bar of the dialog box, you move, dock, or reduce the dialog box to a tab that displays, by default, under or can be moved to the right of the Gantt chart or activity network diagram. See Customize activity views for more information.

    Field Definitions

    Maximize the dialog box - Maximize
    Maximizes the dialog box to the full area of the Activity page.
    Restore dialog box from maximized state - Restore from Maximized State
    Restores the dialog box to its default size.
    Float the dialog box - Float
    Resizes and makes the dialog box able to be dragged and dropped within or outside the browser, referred to as Float State.
    Restore from float state - Restore from Float State
    Restores the dialog box from Float State and positions it within the window.
    Note: Dragging and docking the dialog box creates the same results as Float and Restore from Float State controls.
    Auto Hide - Auto-hide
    Hides the contents of the dialog box by reducing the view to a tab. Clicking the tab restores the view of the dialog box.
    Toggle Auto Hide - Toggle Auto-hide
    Prepares the dialog box for the Auto-hide state. This toggle serves as an state in between the tabbed state and the restored state of the dialog box.
    Exit the dialog box - Exit
    Closes the dialog box.
    Add Document - Add Document
    Opens the Search dialog box in which you can find and select a document to add.
    Delete Document - Delete Document
    Deletes a selected document.
    View Document - View Document
    Opens a selected document for viewing.
    Column Selector- Column Selector
    Provides a list of fields you can display in the Documents dialog box by marking the check box of each field you want to display.
    Possible fields to display in the Documents dialog box include:
    Title
    Shows the title of the document.
    Document Category
    Shows the type of document as defined by its category.
    Status
    Shows the completion and usage status of the document.
    Public Location
    Shows the path or URL of the document.
    Previous Activity - Previous Activity
    Scrolls up through the list of activities displayed in the Gantt chart, enabling you to identify and select an activity to view its related documents.
    Next Activity - Next Activity
    Scrolls down through the list of activities displayed in the Gantt chart, enabling you to identify and select an activity to view its related documents.