Documents MOD0099IP
Access path
Information
- In this module, documents, notes, and pin board entries of a project (idea or proposal) are created, edited, and administrated.
Module variants
| All elements |
All open, completed, and archived elements (documents, notes, pin board entries) are displayed. |
| Archived elements |
All elements (documents, notes, pin board entries) for which the Archive checkbox is activated are displayed. |
| Completed elements |
All elements (documents, notes, pin board entries) for which the Completed checkbox is activated are displayed. |
Documents
Information
- In the Documents area, all available documents are displayed.
- New documents can be added.
Add and categorize documents at the same time
From DB 39.5.12
- If there are no entries in the Documents area yet, or if the required category is not among those already written,
- select them from the Category listbox in the area header and click on the NEW New document button.
- The new category record with the required category, and below a new (empty) document record, are inserted.
- Enter a document name in the Document field and a short description in the Description field, if required.
- Attach a file in the Linked file field.
- Save.
- If the required category has already been inserted in the Documents area,
- insert a new document record
- by right-clicking on the category and
- selecting the Insert Document command from the context menu.
- Edit the document record as described above.
- Save.
From DB 39.5.5
- If there are no entries in the Documents area yet, or if the required category is not among those already written,
- select them from the Category listbox in the area header and click on the Create documents area.
- The new category record with the required category, and below a new (empty) document record, are inserted.
- Enter a document name in the Document field and a short description in the Description field, if required.
- Attach a file in the Linked file field.
- Save.
- If the required category has already been inserted in the Documents area,
- insert a new document record
- by right-clicking on the category and
- selecting the Insert Document command from the context menu.
- Edit the document record as described above.
- Save.
Up to DB 39.5.5
- Insert a new document category record.
- Select a document category name from the Category listbox.
- Insert a new document record.
- Enter a document name in the Document field and a short description in the Description field, if required.
- Attach a file in the Linked file field.
- Save.
Note
- You can add documents to a particular category by using the Create document button. To do so,
- click on the Create document button.
- The Please select a category message is displayed.
- Click on the button of the required category.
- A blank document record is inserted automatically under the selected category.
- For further procedure, see above.
Details
- If the Completed and/or Archive checkboxes are activated for documents, the respective documents are no longer displayed in the Base variant but they are moved to the Completed Elements, or Archived Elements variants.
- If you want the required document to be displayed in the Info area in the Dashboard module, select the 1: display in dashboard value from the Type listbox. For proposals and ideas, this setting has no function.
Note
- The document categories available in the Category listbox can be edited in the Miscellaneous Listbox Values module and new document categories can be created here if necessary.
Notes
Information
- In the Notes area, existing notes are displayed (by completed/incomplete, archived/not archived module variant), and can be edited.
- New notes can be inserted.
Add notes
- Insert a new note record
- by right-clicking on the area header, or on an already existing note and
- selecting Insert Note in the context menu.
- Enter your text in the Note field.
- You can attach a file in the Linked file field.
- Save.
Details
- If the Completed and/or Archive checkboxes are activated for documents, the respective documents are no longer displayed in the Base variant but moved to the Completed Elements, or Archived Elements variants.
- If the required note is to be displayed in the Info area of the Dashboard module, select the 1: display in dashboard value from the Type listbox. For proposals and ideas, this setting has no function.
Pin Board
Information
- In the Pin Board area, existing pin board entries are displayed (as completed/pending, archived/not archived depending on the module variant).
- New pin board entries can be created here.
Create pin board entries
- Insert a new pin board entry
- by right-clicking on the area header, or on an already existing pin board entry and
- selecting Insert Pin Board Entry in the context menu.
- Enter the date in the Date field, and the note text or the event in the Note field.
- Save.
Details
- If the Completed and/or Archive checkboxes are activated for pin board entries, the respective pin board entries are no longer displayed in the Base variant but moved to the Completed Elements, or Archived Elements variants.
Note
- In opposite to notes and documents, all pin board entries created in the Documents module are also displayed in the Dashboard module.
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