If you have the required privilege, you can use Activity Document Details to
- relate documents to an activity
Click Assign Documents. Select a document, and click Assign. When finished assigning documents, click Close.
Tip: You can also relate documents to activities, and to other project elements such as issues, on the Projects > Documents page.
- remove or revise a document relationship
Click the document Title.
To choose a different document, click, select another document, and click Save.
Or, click Remove Assignment and click OK to confirm.
- view a related document
If the document is stored in an available location, the document title appears as a link in the Public Location column.
Note: Your ability to manage document relationships depends on two factors: your application security privileges and the security policy of an individual document.
Field Definitions
- Title
- The title of a document assigned to the activity.
Document Category- The category assigned to the document.
Document categories are useful for organizing various document types that exist within an organization. Document categories are created in the Admin Categories dialog box in the Project Management module.
- Status
- The status of the document.
Document status designations are created in the Admin Categories dialog box in the Project Management module.
- Public Location
- The directory and file name or URL where a public copy of the document is made available for sharing.