Document Management Module

How to Add a Document to the Projects tab

 

What to do:

Mark PRJ-2000 in the Projects tab and select Add Document from the context menu.
The Save file window is opened.
 
Select fountainpen.doc from the fileguard folder and click Save.
The OfficeSuite window is opened.
 
The file will be automatically stored as an office document and receives a number automatically created by the system.